Sales Command Center

AI-weighted forecasts using Recommended Close Date × Likelihood × Recommended Amount, with Closed Won actuals layered in.

Showing all owners

In Quarter (Q 2026)

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CW + AI-weighted open

In Year (FY 2026)

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CW YTD + AI-weighted open through Dec 31

Closed Won YTD

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deals booked

Total Open ARR

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deals · AI-weighted

Quarterly Forecast — FY 2026

Open deals placed in the quarter of their AI-Recommended Close Date

Quarter	# Open	Open ARR	SFDC-Weighted	AI-Weighted	Closed Won	ARR Total (SFDC)	ARR Total (AI + CW)

Flagged Discrepancies & At-Risk Deals

Click a tile to filter the deal table. Click again to clear. The At-Risk tile surfaces Stage 2+ deals with the largest negative impact red flags.

At-Risk Deals

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Stage 2+ with critical or high red flags

Stage Mismatch

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AI Recommended Stage ≠ SFDC Stage

Category Mismatch

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AI Forecast Category ≠ SFDC Category

Quarter Drift

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AI Close Quarter ≠ SFDC Close Quarter

Amount Drift >$10k

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Gong-quoted ACV vs SFDC Amount

Deals

Click any row to see SFDC vs AI side-by-side

SFDC Stage SFDC Category AI Category Close Date

Deal	Owner	SFDC Amt	AI Amt	SFDC Stage	AI Stage	SFDC Cat	AI Cat	SFDC Prob	AI Likelihood	SFDC Close	AI Close	Risk

Pipeline Generated

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Sum ARR Change · Stage 2 entries in period

Pipeline ACV

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Avg ARR Change · Stage 2 entries in period

Closed Won ACV

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Avg ARR Change · CW deals booked in period

Median Deal Length

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Median days · create → close · CW deals in period

Average Deal Length

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Mean days · create → close · CW deals in period

Conversion Funnel

Volumes = opps with that stage’s Change Date in the selected period. Rates = next-stage volume ÷ current-stage volume.

Stage 0

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Initial Contact

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Stage 1

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Discovery

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Stage 2

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Business Validation

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Stage 3

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Technical Validation

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Stage 4

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Confirm Intent

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Stage 5

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SLIP

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Won

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Closed Won

Stage 0 → 2: — · top-of-funnel survival

Stage 3 → CW: — · technical-val close rate

Live SFDC pull · Opportunity Type contains "Upsell" · all $ figures use the ARR Change field (net new ARR).

Upsell Credit AE if set, else Opp Owner

In Quarter (Q 2026) ARR Change

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CW + SFDC-weighted open

In Year (FY 2026) ARR Change

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CW YTD + SFDC-weighted open through Dec 31

Closed Won ARR Change YTD

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deals booked

Total Open ARR Change

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deals · SFDC-weighted

Quarterly Forecast — FY 2026

Open deals placed in quarter of SFDC Close Date · ARR Change column is the net-new ARR delta

Quarter	# Open	Open ARR Change	SFDC-Weighted ARR Change	Closed Won ARR Change	ARR Change Total (Weighted + CW)

Expansion Deals

All open Opportunities with Type containing "Upsell"

SFDC Stage SFDC Category Opp Type Close Date

Signal	Deal	AE	Type	Amount	ARR Change	SFDC Stage	SFDC Cat	Likelihood	SFDC Prob	SFDC Close	Next Step

Rolled-up view of both motions · NB uses AI-weighted Amount, Expansion uses SFDC-weighted ARR Change as the pipeline metric.

Effective AE per motion

In Quarter (Q 2026)

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Combined weighted open + Closed Won (both motions)

In Year (FY 2026)

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NB + Expansion

Closed Won YTD

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deals · NB Amount + Exp ARR Change

Total Open Pipeline

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deals · NB + Exp

Quarterly Forecast — FY 2026 (Combined)

NB uses AI-Recommended Close Date + Likelihood; Expansion uses SFDC Close Date + Probability.

Quarter	NB Open	NB Weighted	Exp Open	Exp Weighted	Closed Won	Combined Total

All Open Deals

New Business + Expansion combined

Motion SFDC Stage SFDC Category Close Date

Signal	Motion	Deal	AE	Amount / ARR Change	SFDC Stage	SFDC Cat	Likelihood	SFDC Close