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Account Planning
AE performance
Quota attainment and meetings by AE
Who
Closed Revenue
Quota
Quota Attainment
Meetings Booked
1
$115,000
$100,000
115%
13
2
$0
$250,000
0%
10
3
$360,000
$500,000
72%
15
4
$125,000
$150,000
83%
25
5
$885,000
$750,000
118%
23
6
$2,100,000
$2,000,000
105%
13
There are no rows in this table
$3,585,000
Sum
$3,750,000
Sum
View of Sales Opportunities
Name
Stage
Amount
Probability
Close Date
Forecast Category
Fiscal Quarter
Fiscal Year
1
Mercedes E-mobility
Value Proposition
$10,000,000
50%
8/18/23
Pipeline
3
2023
2
AMG Formula 1
Qualification
$15,000
10%
10/22/22
Omitted
4
2022
3
United Oil Office Portable Generators
Negotiation/Review
$125,000
90%
7/20/22
BestCase
3
2022
4
Express Logistics Standby Generator
Closed Won
$220,000
100%
9/5/22
Closed
3
2022
5
GenePoint Standby Generator
Closed Won
$85,000
100%
10/13/22
Closed
4
2022
6
Grand Hotels Kitchen Generator
Id. Decision Makers
$15,000
60%
8/31/22
Pipeline
3
2022
7
United Oil Refinery Generators
Proposal/Price Quote
$270,000
75%
11/24/22
BestCase
2
2015
8
United Oil SLA
Closed Won
$120,000
100%
12/1/22
Closed
2
2015
9
Grand Hotels Guest Portable Generators
Value Proposition
$250,000
50%
12/9/22
Pipeline
2
2015
10
Edge Emergency Generator
Closed Won
$75,000
100%
12/9/22
Closed
2
2015
11
University of AZ Portable Generators
Closed Won
$50,000
100%
9/9/22
Closed
1
2015
12
Pyramid Emergency Generators
Prospecting
$100,000
10%
10/18/22
Omitted
1
2015
13
United Oil Installations
Negotiation/Review
$270,000
90%
10/6/22
Forecast
1
2015
14
Express Logistics Portable Truck Generators
Value Proposition
$80,000
50%
9/3/22
Pipeline
1
2015
15
GenePoint Lab Generators
Id. Decision Makers
$60,000
60%
12/3/22
Pipeline
4
2022
16
GenePoint SLA
Closed Won
$30,000
100%
12/6/22
Closed
2
2015
17
Edge Installation
Closed Won
$50,000
100%
9/30/22
Closed
1
2015
18
Edge SLA
Negotiation/Review
$60,000
90%
8/26/22
Forecast
3
2022
19
United Oil Installations
Closed Won
$270,000
100%
10/5/22
Closed
1
2015
20
Grand Hotels Generator Installations
Closed Won
$350,000
100%
11/22/22
Closed
4
2022
21
United Oil Refinery Generators
Closed Won
$915,000
100%
11/17/22
Closed
2
2015
22
University of AZ Installations
Proposal/Price Quote
$100,000
75%
8/17/22
BestCase
3
2022
23
Express Logistics SLA
Perception Analysis
$120,000
70%
9/4/22
BestCase
1
2015
24
University of AZ SLA
Closed Won
$90,000
100%
9/13/22
Closed
1
2015
25
Burlington Textiles Weaving Plant Generator
Closed Won
$235,000
100%
10/15/22
Closed
4
2022
26
United Oil Installations
Closed Won
$235,000
100%
10/17/22
Closed
1
2015
27
United Oil Emergency Generators
Closed Won
$440,000
100%
9/29/22
Closed
1
2015
28
Grand Hotels SLA
Closed Won
$90,000
100%
9/2/22
Closed
1
2015
29
United Oil Standby Generators
Closed Won
$120,000
100%
12/2/22
Closed
2
2015
30
Grand Hotels Emergency Generators
Closed Won
$210,000
100%
11/20/22
Closed
2
2015
31
United Oil Plant Standby Generators
Needs Analysis
$675,000
20%
11/3/22
Pipeline
1
2015
32
Edge Emergency Generator
Id. Decision Makers
$35,000
60%
12/15/22
Pipeline
2
2015
There are no rows in this table
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