PERF
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Performance conversation · Sara Lien · January 1970
Draft
Last updated Jan 01, 12:00 AMSales vs budget
42%
520.6K NOK of 1.2M NOK
Unweighted pipeline
18.1M NOK
11 open deals
Weighted pipeline
6.6M NOK
Probability-weighted
Top opportunities
Sorted by weighted value| Account | Stage | Amount | Probability | Close date | |
|---|---|---|---|---|---|
| Skandia Logistikk | Negotiation | NOK 2,320,000 | 75% | Jan 20 | Open in CRM |
| Fjellveien Eiendom | Negotiation | NOK 1,960,000 | 75% | Dec 29 | Open in CRM |
| Tindra Tech | Proposal | NOK 1,600,000 | 50% | Mar 07 | Open in CRM |
| Tindra Tech | Discovery | NOK 2,860,000 | 25% | Mar 09 | Open in CRM |
| Helsehuset Vest | Proposal | NOK 1,240,000 | 50% | Feb 13 | Open in CRM |
Upcoming meetings
Scheduled meetings where this seller participates| When | Topic | Account | |
|---|---|---|---|
| No upcoming meetings for this seller. | |||
Take-aways from last meeting
What did we bring forward from the previous conversation?
Successes
What went well this month?
Learning points
What have we learned — from success or setback?
Context from previous 3-month focus
Konsolidere Industri-porteføljen og dobble snittstørrelse på nye avtaler.
Focus next month
1–3 concrete focus areas. Become take-aways in the next conversation.
Focus next 3 months
Quarterly perspective. Shown in subsequent sheets as context.