Pipeline Action Dashboard

Account Tiering & Opportunity Alerts — All Territories
Updated May 4, 2026
T12M Wins
Trailing 12 months
2025 Wins
Full year 2025
2024 Wins
Full year 2024
Mar+Apr YoY (Active Accts)
vs same window '25
🔴
At Risk
Down ≥25% YoY
🟡
Watch
Down 10–24% YoY
🔵
Stable
Within normal range
🟢
Momentum
Up ≥15% YoY
Mar+Apr Wins by Territory — '26 vs '25
Account Tiers
Alert Breakdown
📊 Deal Creation — Rolling 12 Months vs Prior Year
May '25 – Apr '26 compared to May '24 – Apr '25 (rolling 12 months) · deals created
📅 Weekly Deal Creation — Last 12 Weeks vs Prior Year
Last 12 complete weeks vs same weeks prior year · deals created
🔍 Zoom: Deals Created by ISO Week — pick a range to compare 2026 vs 2025

Monthly Account Breakdown

Rolling 12 months (May '25 – Apr '26) · Click any month header to sort · Color = win rate (green = high %, red = low %)

Account Detail

Territory Rep Organization Tier T12M Wins 2026 Wins 2025 Wins 2024 Wins Mar '26 Apr '26 Trend Alert Reason