Mockup — all numbers are illustrative · Live data wires from Alma Pulse + Zoho CRM + Sales Targets in Phase 2
The GM question
Are we going to hit Q2 target?
Tight · forecasting 88%A$150k short of target44 days remaining in Q22 commit deals need to close to clear the gap
Q2 Attainment
A$430k / 1.2M
36% of target · Day 46 of 90 (51% through Q)
Forecast Q2 close
A$1.05M
▼ A$150k gap to target · 88% attainment
Pipeline coverage
7.1×
▲ Healthy · target ≥ 3×
At risk
A$180k
▼ from A$240k last month · 3 deals flagged
Forecast vs Target Mock
Closed-won + weighted commit pipeline by month · live from Zoho Opportunities in Phase 2
Q2 attainment trajectory
Monthly closed-won + commit pipeline vs target line · A$ thousands
Pipeline by stage
Open pipeline value distributed across funnel stages
GM Takeaway
To hit Q2 target you need A$770k more closed in the remaining 44 days.
Weighted commit pipeline forecasts A$620k, leaving a A$150k gap.
Two paths to close it: (1) pull forward 1 deal from Q3 commit list (Pure Aesthetics Brisbane, A$165k, currently slated to close 8 Jul),
or (2) rescue 1 of the 3 at-risk deals below. Pipeline coverage at 7.1× is healthy — the issue is conversion velocity, not pipeline depth.
Commit Deals Mock
The deals that decide whether Q2 target is hit · sortable
Sort by
Pipeline Funnel Mock
All open opportunities across all stages · A$ thousands
Discovery 18 opps · 32d avg age
A$2,400k
18opportunities
Qualified 11 opps · 28d avg age
A$1,500k
11opportunities
Proposal 6 opps · 19d avg age
A$820k
6opportunities
Negotiation 4 opps · 24d avg age
A$610k
4opportunities
Closing 2 opps · 6d avg age
A$220k
2opportunities
At Risk Mock
Deals flagged for slippage, stalling, or recent loss
Clinic
Product
Value
Risk
Issue
Rep
Skin Renewal Brisbane
Alma Hybrid
A$185k
Aged
32 days in Negotiation (typical: 21d)
Sarah Lee
Dr Marcus Patel · Gold Coast
Soprano Titanium
A$140k
Stalled
No activity 28 days · 3 unanswered emails
David Chen
Coastal Clinic Wollongong
Harmony XL
A$120k
Pushed
Close date moved May → Jul (2nd push)
James Wong
Body Lab Newcastle
Alma Hybrid
A$185k
Lost
Lost to InMode (price) · closed 12 May
Sarah Lee
Competitors Mock
Share of voice + activity from Meta Ad Library (public API · no auth) · Phase 2
Share of voice · Meta Ads
Estimated by active ad count + impression share · AU market
Competitor activity snapshot
Active Meta ads & primary message themes · last 30 days