Rep Details

Comprehensive performance profile and pipeline for a single rep

JW
4
Account ExecutiveOn Track Last active 6h ago

James Wilson

Revenue

H1 2025 closed-won

$289k
+-5%vs last period
Deals Closed

this period

15
7 openvs last period
Win Rate

vs team avg 62%

51%
+4ppvs last period
Quota Attainment

of $350k quota

83%
$61k to govs last period

Performance Trend

+-5%

Monthly revenue vs quota — 12-month view

Revenue
Quota

Deal Pipeline

1 active deals by stage

Lead
0

No deals

Qualified
0

No deals

Proposal
0

No deals

Negotiation
0

No deals

Activity Log

Recent calls, meetings, and emails

Follow up on DataStream renewal

6h ago

Schedule renewal QBR before contract expiry.

account: DataStream Analytics

Quota Progress

H1 2025
83%attained

Revenue

$289k

Quota

$350k

Gap

$61k

Pace

On track

Leaderboard Position

4

#4

of 8 reps

Skill Breakdown

Synthesized competency profile

Discovery
84
Negotiation
67
Closing
93
Pipeline Mgmt
60

Goals & Targets

2025 annual objectives

Hit 100% quota attainment
83%/100%
Close 30 deals this year
24/30
Maintain 65%+ win rate
68%/65%
Generate $600K new pipeline
420K/600K

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