Deals Closed ($)
--
revenue closed today
HubSpot Deals · Client Pipeline · closedwon · closedate = today · SUM amount
Deals Closed (#)
--
deals won today
HubSpot Deals · Client Pipeline · closedwon · closedate = today · COUNT
Presentations Done
--
completed today
HubSpot Deals · presentationdate = today · stages: qualifiedtobuy, 62772917, 62772918, closedwon, closedlost
Appointments Booked
--
booked today
HubSpot Deals · Client Pipeline · appointment_booked_date = today
Appointments DQ'd
--
disqualified today
HubSpot Deals · appointment_booked_date = today · appointment_dq_d = known
Presentations Tomorrow
--
scheduled
HubSpot Deals · presentationdate = tomorrow · dealstage = appointmentscheduled
Initial Meetings Done
--
scout meetings today
HubSpot Deals · Scouting Alliance · scout_appointment_booked_date = today · dealstage NOT IN (No Show, Not Right Fit)
No Show / Not Right Fit
--
scout no-shows today
HubSpot Deals · Scouting Alliance · scout_appointment_booked_date = today · dealstage IN (1327459972 No Show, 1327459974 Not Right Fit)
Drafted Today
--
compliant & ready
HubSpot Deals · Scouting Alliance · stage Compliant-Ready To Go · entered today
Verification Setup Call
--
setup calls today
HubSpot Tickets · BCO Pipeline · bco___contract_singed_date = today
New Leads
--
partner prospecting
HubSpot Contacts · contact_type = Partner Prospecting · createdate = today
New Changeovers
--
BCO tickets created
HubSpot Tickets · BCO Pipeline (11419663) · createdate = today
Client Service Issues
--
new tickets (all types)
HubSpot Tickets · n_r HAS_PROPERTY · createdate = today · COUNT
Client Recurring Issues
--
R1, Move to BCO, Already/BCO, Cancelling
HubSpot Tickets · n_r IN (R1, Move to BCO, Already/BCO Board, Cancelling Client) · createdate = today
Cancelling Client Amt
--
churn value today
HubSpot Tickets · n_r = Cancelling Client · createdate = today · SUM down_payment_amount
Client Tickets Closed
--
resolved
HubSpot Tickets · stage = Closed Client Tickets (6654532) · entered today
Alliance Tickets Opened
--
created today
HubSpot Tickets · partner_ticket_type HAS_PROPERTY · createdate = today · COUNT
Alliance Tickets Closed
--
closed today
HubSpot Tickets · partner_ticket_type HAS_PROPERTY · date_to_be_solved_by = today · EXCLUDE: hs_pipeline_stage IN (Partner OTW, OTW - For Payment) OR partner_ticket_type = Invoice
TH
Taylor
Service Manager
Coachings Today
--
Source
Monday · Manager Daily Scoreboard
About Your Day
—
LA
Lobsang
Sales Manager
Coachings Today
--
Source
Monday · Manager Daily Scoreboard
About Your Day
—
FA
Farouk
BCO Manager
Coachings Today
--
Source
Monday · Manager Daily Scoreboard
About Your Day
—
Applications Today
--
new applicants
Monday · HR Hiring Pipeline · Application Date = today
First Interviews Today
--
scheduled today
Monday · HR Hiring Pipeline · First Interview Date = today
Manager Interviews
--
scheduled today
Monday · HR Hiring Pipeline · Manager Interview Date = today
Hired Decisions
--
decided today
Monday · HR Hiring Pipeline · Hired Decision Date = today