Q-to-date plus open pipeline · excl. starting/ending MRR
Net forecast
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Net target
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Variance
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MRR Waterfall · Quarter to Date
How Starting MRR moves to Ending MRR. Solid bars = closed actuals, hatched bars = pipeline forecast.
Week:Scope:
Targets:
Viewing a past week from stored snapshots — Deal Owner filter, Break down by Hub, and Include JSP aren't available here.
Closed (Actual)
Pipeline (Forecast)
Ahead of Target
Behind Target
Click any bar for a deal-level breakdown.
Analysing weekly changes…
Deal Changes · Compare Periods
Deal-level MRR changes between any two captured weeks (or Live), by metric.
Compare:against
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AM New Business · Quarter to Date
Open pipeline for AM Expansion deals closing this quarter. Click any card to open in HubSpot.
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JSP · Quarter to Date
Who's currently on a JSP and when it expires. Recognition/expiry pulled from HubSpot deal records; expiry is not fixed-length — it varies by deal (3 or 6 months typically). Click any tile to see the full list.
Account Manager:
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Admin
Licences due for invoicing
Active or paused licences with MRR on a suite (MMA, MMM, Testing or Automation) whose suite end date is on or before the end of this week — upcoming or already overdue. Click a company name to open the licence record in HubSpot.
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Next Q
Everything with a close date or licence end date in the upcoming quarter, using the same filtering logic as the waterfall's own forecast bars.