—
Opportunities Booked
—
Closed Won
—
Closed Lost
—
Win Rate
Won ÷ (Won + Lost)
—
ARR Won
—
Avg Days to Close
Won opportunities only
What this dashboard is for
Bookings peak in April. The outreach that creates them happens the previous October.
Freight operators buy ahead of peak shipping season, so opportunity volume is
concentrated in a five-month window. Deals then take months to close. By the time
the peak shows up in the pipeline, the calls that produced it are long over. A BDR
team measured on this month's bookings is being measured on last quarter's work.
—
Peak booking month
—
Slowest month
—
Peak vs. trough
—
Avg days created → close
—
So outreach starts
Monthly bookings, one line per year
The same shape repeats every year. That is what makes it plannable.
01
The season is real, and it repeats
Monthly volume by rep — the shape holds across every year
Monthly bookings, stacked by rep
One bar per month. Segments show who booked it.
02
Who booked into the window
Volume matters less than whether a rep was working before the season opened
Rep Summary
Sorted by total opportunities booked.
| BDR | Booked | Won | Lost | Open | Win % | ARR Won | Trend |
|---|
03
In-season pipeline wins more often
Outcomes by year, and win rate by rep
Annual Outcomes
Won, lost and still-open, by the year the opportunity was created.
Win Rate by Rep
Won ÷ (Won + Lost). Only closed opportunities counted.
04
The lag is why timing matters
Months from first booking to close — this gap is what pushes outreach upstream
Avg Days to Close by Rep
Shorter bars mean that rep's pipeline converts sooner after booking.
Days to Close by Year
If this shrinks, outreach can start later. If it grows, it has to start earlier.
Supporting detail
05
Which reps work ahead of the season
Same scale on every panel — look at January and February, not the peak
06
Which pairings hold up under load
Peak season is when a weak handoff costs the most
Top Pairings — Win Rate
BDR + SC combinations with ≥10 opps and ≥1 win, sorted by win rate % of total.
All Pairings
Sorted by the active metric. Both metrics always shown.
| BDR | Sales Consultant | Opps | Won | Win % ↓ | $ / Opp |
|---|