sojo sales hub

⚡ This Week — Needs Attention

Live HubSpot pull — Friday, July 03, 2026 · Day 3 of 92 · Day 3 of July.

🐋 Whales open (≥500h): First Chair Vacations — 3,500h — Kalie — proposal No; Twiddy & Company — 1,240h — Kalie — proposal No. (Both Kalie; Diana has no ≥500h open.)
📨 Proposal gap (late-stage, no proposal sent): 5 deals — First Chair 3,500h (Kalie), Twiddy 1,240h (Kalie), Seabrook 360h (Kalie), Monarch Collective-Stay Duvet 270h (Kalie), Aspenwood Manor 23h (Diana).
📅 Follow-up gap: Team follow-up locked 59% (13/22 deals — has next step, recent reply, or stage movement). Kalie 64% — BUILD; Diana 55% — BUILD. Diana has fewest next-step bookings (4/11).
📉 Month pace: July MTD 60h (Day 3 of 31) — Diana 60h (Skyhaus), Kalie 0h. Behind pro-rata Stretch pace (early quarter). Team 🔴.
💰 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 pipe: 22 deals / 7,637h · Refreshed Friday, July 03, 2026.

Open pipe: team 22 active deals / 7,637h. Kalie 11 / 6,515h · Diana 11 / 1,122h.
Follow-up locked: 59% team (13/22 deals — has next step, recent reply, or stage movement). Kalie 64% · Diana 55%. 9 uncovered = the coaching list (no booked next step + no customer reply/connected call in 7d).
Proposal & stage: 5 late-stage deals missing a proposal (the gate) — biggest First Chair 3,500h + Twiddy 1,240h.
Engagement/outreach: QUAD read — inbound signals lit up First Chair (6 inbound thru 7/2), All Hands, iTrip-Sarasota, Sun & Sand. Connected-call queries returned 0 this week. ~9 uncovered/dark deals = coaching focus.

→ Pipe Review — Kalie · Pipe Review — Diana

Team + each AE. Q3 is quota-driven by month/quarter; YTD is the full-year results view.