The weekly dashboard · 14 Sales metrics and rhythm

One page, prepared by John Cooper before the weekly review. He answers for each number being right, not good. Dom Watts has no weekly reporting duties: any product data report is a one-off build.

Line	Shows	Source
Pipeline	Opportunities per stage, by motion and sector; win and no-decision rates (counts until 20 closed)	CRM
Source of each opportunity	Channel tag plus the buyer's "How did you hear about us?"	CRM
Qualified first conversations	Held this week, by sector, and how many ended with a dated next step	CRM
Slipped and stalled	Past next-step date; in one stage over 7 days (direct), 30 (considered), 45 (law firms)	CRM
Paid accounts and seats	By band, sector, motion; self-serve wins; band fill	Billing (when available)
Activation, habit, risk	48-hour connection; 14-day activation; seats posting days 60 to 90; scheduler-only use; no posts in two weeks	Product analytics (when available); by hand until then
Cancellations and refund requests	This week, with reasons	Billing; support inbox
Design partner health	Weekly call held; success criteria on track	Product owner's notes
Beachhead review counter (D5)	Qualified recruitment conversations to date; review at about 20, or at public launch, whichever is first	CRM
Sales-hire trigger counter (D25)	Consecutive weeks where qualified conversations waited over two working days for a first call; John's open qualified opportunities. Trigger: three weeks, or more than 15	CRM
Guardrails	Anything on the guardrail list, and the correction made	Call review; partner post sample