Executive KPIs
Qualified Leads
—
create_date
SQL
—
— SQL Rate
Won Deals
—
close_date
Lost
—
Closed Lost
Win Rate
—
Won ÷ (Won + Lost)
Avg Deal Size
—
Won MRR avg
Avg Deal Velocity
—
Create → Close (days)
Trends
QL & SQL Trend
Month-over-Month
Won MRR
—
close_date
EF MRR
—
Embedded Fintech
Combined MRR
—
MRR + EF MRR
OTP
—
OTP + MRR <12mo
Implem Fee
—
Implementation fee
Pipeline MRR
—
projected_close_date
MRR Trend
Won MRR · EF MRR
| Deal ID | Deal Name | Create Date | Close Date | Sales Rep | Partner | Segment | MRR | Embedded Fintech MRR | Combined MRR | OTP |
|---|
| Partner Type | MRR | % Share | EF MRR | Combined MRR | % Share | OTP | Implem Fee | Combined OTP | Won | Lost | Win Rate |
|---|
| Sales Rep | Total Deals | Won | Won MRR | Win Rate | Pipeline MRR | Coverage |
|---|
| Deal ID | Deal Name | Create Date | Proj. Close | Sales Rep | Partner | Segment | Channel | Stage | MRR |
|---|
| Deal ID | Deal Name | Create Date | Proj. Close | Sales Rep | Partner | Segment | Channel | Stage | MRR |
|---|