Fetching HubSpot data…
Closed Won Bookings - Q2
—
hover for breakdown
Cash Collected Q2
—
New Customers — Q2
—
hover for details
Avg Deal Size by Product — Q2
Loading…
Q2 2026 Targets
Progress vs quarterly goals
—
2026 Annual Targets
Progress vs annual goals
—
Pipeline Stages
Deal count & value by stage
Bookings - Closed Won
Q2 2026 · Apr → Jun
—
Closed This Quarter
Open Deals by Owner
Pipeline value per rep
Recent Activity
Last Refreshed: —
| Deal | Stage | Amount | Stage Since |
|---|
Q2 Deals Paid in Q2
· — invoices · — collected
— deal closed AND payment received in the same quarter
| Invoice | Deal | Amount | Invoice Date |
|---|---|---|---|
| Loading… | |||
All Revenue Received in Q2
— invoices · — collected ·
ⓘ Payments before May 5, 2026 use the invoice issue date as a proxy (QB sync limitation). Payments after that date use real deposit date.
| Invoice | Company | Deal | Amount | Invoice Date | Received | Line items | Deal Signed | Synced |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Revenue Recognized in Q2 (Accrual)
— invoices · — recognized in Q2 · —
ⓘ TE spread daily over 1yr / 3yr · Monthly retainers spread across service period · One-time lump in bill month.
| Invoice | Company | Trust / Line item | Type | Bill date | Contract end | Amount | Q2 portion | Apr · May · Jun |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Customer Payment View
— customers · — received in Q2 · — due in next 30 days ·
| Customer | Q2 received | # | Last received | Next invoice | Total contracted | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Customer revenue history + projection
All months since each customer's first invoice · billed amounts
Invoiced
Projected
⚑Expected completion
sorted by last payment
Loading…
LTV Analysis
Customers grouped by their first product · click any row to expand per-customer detail
LTV by Entry Product
ⓘ Signal priority:
service_type → initial_product_type → line-item inference → unclassified. Phase 0 deals skipped.
| Entry Product | Customers | → Design | → Trust Enforcer | Total Rev Rec | Avg Rev Rec | Total Contracted | Avg Contracted |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
LTV by Deal Source
ⓘ Hand-tagged
deal_source wins; falls back to auto-tracked hs_analytics_source for coverage.
| Entry Source | Origin | Customers | Total LTV | Avg LTV | Median LTV |
|---|---|---|---|---|---|
| Loading… | |||||
Need to Review
Revenue Forecast vs Target Pace
Q2 2026 · Actual + projected pace to end of quarter
Actual
Target Pace
Forecast