⚡ This Week — Needs Attention

Live HubSpot pull — Thursday, July 2, 2026 · Day 2 of 92 · Day 2 of July · 90 days left in Q3 · Q3 to-date: 60h / 1 deal = 0.9% of 6,600h Quota 🟡 (Day 2)

• 🐋 Whales open (≥500h): First Chair Vacations 3,500h (Kalie · proposal No) · Twiddy & Company 1,240h (Kalie · proposal No).
• 📨 Proposal gap: 5 late-stage deals (Demo/Product Explored/Negotiation) with no proposal sent — biggest: First Chair 3,500h, Twiddy 1,240h, Seabrook 360h, Monarch Stay Duvet 270h, Aspenwood 23h.
• 📅 Coverage gap: Team Coverage 48% (10/21). Kalie 45% (5/11) — HEAVY FOCUS; Diana 50% (5/10) — BUILD. Kalie has 6 uncovered (no booked next-step, no customer reply/connected call in 7d).
• 📉 Month pace: July MTD 2.7% (60 / 2,200h, day 2 of 31) · Q3 to date 0.9% (60 / 6,600 — 6,540h remaining, 72.7h/day pace) 🟡 (Day 2).
• 💰 Q3 ACV: $16,800 / $1.85M Quota (0.9%) · $1.38M Budget (1.2%) · $2.46M Stretch (0.7%). Diana Skyhaus 60h × $280 = $16.8K.

→ Open the Daily Sales Brief

📊 Team Pipe Review

Open pipe: 21 deals / 7,614h · Refreshed Thursday, July 2, 2026.

• Open pipe: 21 active deals / 7,614h (Kalie 11 / 6,515h · Diana 10 / 1,099h).
• Coverage: 48% team (10/21). Kalie 45% (5/11) · Diana 50% (5/10). 11 uncovered = the coaching list (no booked next-step + no customer reply/connected call in 7d).
• Proposal & stage: 5 late-stage deals without a proposal sent (the gate) — First Chair, Twiddy, Seabrook, Monarch Stay Duvet (Kalie), Aspenwood (Diana).
• Engagement/outreach: Outreach current across the pipe; customer-side engagement thin — only iTrip Sarasota (Diana) shows inbound replies in last 7d. No connected calls logged in 7d.

→ Pipe Review — Kalie · Pipe Review — Diana

👥 By Rep — Coaching

Your weekly coaching — temperature reads, email signals, plays. Refreshed Mon/Wed/Fri.

📈 Weekly Coaching — Kalie · 📈 Weekly Coaching — Diana