Auto-updated Wednesday, July 08, 2026 05:00 CT · Q3 commitment tracking · Day 7 of 92 · Day 7 of July · 85 days left in Q3

🎯 Q3 Goal: Franchise growth — target TBD by 9/30

0 wins Q3 to-date · 🟡 Day 7 of 92 — baseline reset from Q2 (14/8 goal exceeded, Q2 closed 6/30 final) · 85 days remaining to Q3 close

Q2 final: Awayday 5, Casago 4, Grand Welcome 2, PMI 1, iTrip 1, SkyRun 1 (Monarch 0) = 14 franchise wins. Q3 target lock pending Max sign-off.

📊 State of the Union — Franchise Customers

Q1 baseline locks March 31. Q2 Active = current franchise customers (HubSpot portal_status active/inactive/onboarding/clientManualOrders; excludes lost/archive + parent records) — same definition and source as the directory Customers column below, so the two always match. Δ updates daily from HubSpot. Q2 Wins = closed-won deals with close date April 1 – June 30, 2026. Open Deals = live (non-closed) Sales-pipeline deals with a franchise-prefix name owned by that AE.

🔄 Q2 Customer Status Changes

🔴 Loss = moved to lost/archive. 🟢 Gain = returned from lost, or brand new logo. Onboarding progression (new → onboarding → active) not shown here — tracked in Q2 Wins above.

≈ flip dates are proxies (Supabase updated_at); status-history audit table is a follow-up. Refreshed 2026-07-08.

⚠️ Dates marked ≈ are HubSpot last-modified (the exact portal_status flip date isn't exposed by the API). Net reconciliation: 127 baseline + 14 Q2 wins − ~14 Q2 losses/archives + 1 Grand Welcome - Gulf Shores recovery, with live directory recomputation landing Q2 Active at 122 (−5 vs baseline). The simple per-franchise arithmetic does not fully reconcile to live Customer counts — net Δ vs the March 31 baseline is Casago −8, Grand Welcome +1, Monarch 0, Awayday +4, PMI +1, iTrip −1, SkyRun −2, driven by onboarding→active progressions and Supabase status flips since the lock that aren't all individually surfaced as rows here. Pre-April churns (Jacksonville Beach, South Padre, Henderson) excluded — dropped in Q1.

📋 Franchise Directories

Client and prospect lists per franchise. Synced from HubSpot + Supabase — refreshed daily by sojo-master-sales. Last refresh: Wednesday, July 08, 2026.