Scott Lowry — 90-Day Plan
Behind
Not Submitted
Performance Summary
Zoho CRM
| Metric | Actual | Target | Delta |
|---|---|---|---|
| QTD Sales | $182K | $360K | $-178K |
| QTD Bookings | $148K | $295K | $-147K |
| YTD Sales | $382K | $720K | $-338K |
| YTD Bookings | $298K | $590K | $-292K |
| Annual Bookings Goal YTD actual vs full-year target | $298K | $7200K | $-6902K |
KPI Scorecard
| KPI | Actual | Target | YTD | Status |
|---|---|---|---|---|
| Customer Visits | 0 | 20 | 0 | ✗ |
| # Formal Quotes Submitted | 0 | 15 | 0 | ✗ |
| # Adds to Pipeline | 0 | 10 | 0 | ✗ |
| # OEM Prototype Opportunities Active | 0 | 6 | 0 | ✗ |
| CRM Information Updated | No | — | ✗ | |
| Written 90-Day Plan Submitted | Pending | — | – | |
| Sales Funnel Vitality | 0 mo | < 6 mo | — | ✓ |
Top 3 Target Accounts
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Prior Quarter Summary
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Next Quarter Commitments
| Action | Target | Due Date |
|---|---|---|
| — | — | — |
| — | — | — |
| — | — | — |
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Manager Comments
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