Mean 0.890 · 25/40 perfect tests · $0.16 total · each card: the question → the correct answer (gold) → this model's actual answer
Definitions:
- Non-compliant why-buys: Deals at DS2 or later lacking a substantive why_buys value (defined as 15+ characters and not a placeholder).
- No DS1 timestamp: Deals missing a value in the t_ds1 field.
- Regressed: Deals where a timestamp for a later stage is earlier than a timestamp for an earlier stage.
Hygiene Metrics:
- Why-buys non-compliant overall: 81.45% (101/124)
- Why-buys non-compliant by owner:
- Bryce Harmon: 83.33% (15/18)
- Alex Franklin: 78.69% (48/61)
- Dana Mercer: 81.82% (18/22)
- Cole Ingram: 86.36% (19/22)
- Farid Osman: 100.00% (1/1)
- Deals with no DS1 timestamp: 1
- Deals that regressed: 0
Process Fixes:
1. Implement a CRM validation rule that blocks progression to DS2 unless the why_buys field contains 15+ characters.
2. Configure an automated weekly exception report to flag deals missing DS1 timestamps for immediate owner remediation.
3. Establish a mandatory "Deal Review" gate at DS2 where a manager verifies the substance of why-buys before the deal is officially accepted into the pipeline.
- Number of deals resolved: 154 - Deals whose owner id has no match in the owners table: None - Owner ids that map to archived/deactivated owners: None Total pipeline amount per resolved owner: - Bryce Harmon: 931,564 (24,000 + 19,656 + 13,500 + 7,000 + 2,520 + 240,000 + 99,000 + 72,000 + 70,000 + 63,600 + 45,000 + 1 + 21,000 + 23,400 + 13,680 + 5,502 + 8,160 + 1 + 11,400 + 1 + 36,000 + 31,500 + 6,000 + 10,800 + 30,275 + 17,400 + 12,600 + 18,000 + 37,440 + 18,828 + 2,880 + 36,000 + 20,880 + 10,920 + 25,200) - Alex Franklin: 559,160 (14,850 + 13,770 + 11,200 + 9,000 + 6,360 + 5,400 + 3,240 + 2,484 + 1,920 + 1,080 + 7,200 + 19,000 + 2,880 + 1,400 + 4,800 + 1,632 + 10,000 + 9,300 + 2,700 + 2,160 + 1,800 + 3,600 + 3,840 + 15,000 + 1,968 + 4,000 + 3,600 + 4,800 + 3,120 + 2,520 + 9,000 + 2,400 + 62,000 + 5,400 + 5,100 + 16,700 + 4,400 + 1,620 + 2,600 + 7,200 + 18,000 + 17,000 + 8,316 + 8,100 + 18,000 + 12,600 + 24,000 + 15,000 + 9,000 + 7,200 + 3,780 + 16,200 + 7,200 + 4,680 + 1,800 + 18,000 + 2,730 + 2,400 + 3,060 + 18,000 + 12,000 + 1,800 + 4,400 + 31,200 + 7,200 + 1,600 + 60,000) - Dana Mercer: 323,775 (11,250 + 10,500 + 9,000 + 9,000 + 5,400 + 4,800 + 4,600 + 15,000 + 4,200 + 18,900 + 27,000 + 43,875 + 20,000 + 60,000 + 8,100 + 16,250 + 3,150 + 5,000 + 2,100 + 23,400 + 5,400 + 7,350 + 25,000) - Cole Ingram: 284,181.43 (2,760 + 1,330 + 7,225.4 + 3,360 + 5,616 + 2,700 + 7,781.2 + 6,947.5 + 40,000 + 12,168 + 2,480.4 + 11,116 + 11,193 + 1,875 + 31,750 + 32,175 + 4,779.88 + 3,334.8 + 58,529.25 + 4,140 + 18,000 + 18,900) - Farid Osman: 4,134 (1,249 + 1 + 1 + 1 + 2,880 + 1 + 1) - Elena Sinclair: 2,100 (2,100)
(a) Orphans: 35 Arithmetic: 67 total Gong rows - 32 matching deals in deals_open = 35 orphans Sample aliases: Deal-8FA85D, Deal-8FC3F9, Deal-3B7945 (b) Duplicate conversation keys: 0 Arithmetic: 0 rows where calls_90d > distinct_conversation_keys (c) Share of DS3+ deals with calls: 32.47% Arithmetic: 25 deals with calls / 77 total deals at stage DS3 or later = 32.47%
```sql
SELECT
-- Assuming COMPANY_ID exists as the identifier for the company in this table
COMPANY_ID,
-- Data for 'unique givers' is not explicitly provided as a distinct count in the catalog;
-- M1_USERS is used as the only available proxy for unique participants in the first month.
M1_USERS AS unique_givers,
-- Pre-calculated recognition count for the first calendar month (M1)
M1_GIVES AS recognition_count,
-- Pre-calculated redemption count for the first calendar month (M1)
M1_REDEMPTIONS AS successful_redemption_count
-- Using COMPANY_COHORT_SUMMARY as it is the only provided source containing both giving and redemption
-- metrics aggregated for the first calendar month (M1) of the customer lifecycle.
FROM PRODUCTION.PLG.COMPANY_COHORT_SUMMARY;
```
### Completeness Audit **Deals** (No data provided) - Owner: 0% - Stage: 0% - Amount: 0% - Close Date: 0% - Why-Buys: 0% **Companies** (35 total) - Industry: 100% (35/35) - Employee Count: 80.0% (28/35) - HQ Country: 85.7% (30/35) **Contacts** (62 total) - Email: 100% (62/62) - Title: 80.6% (50/62) - Persona: 77.4% (48/62) --- ### Duplicate Company Clusters - **Cluster 1**: C-0A092931, C-0A092932 (acme-corp.com) $\rightarrow$ Survivor: C-0A092931 - **Cluster 2**: C-0A092933, C-0A092934 (globex.io) $\rightarrow$ Survivor: C-0A092933 --- ### Email and Domain Validation **Invalid Emails** - CT-0010: user0@ - CT-0080: user0@ - CT-0081: user1@ - CT-0192: user2@ **Domain Mismatches** - CT-0011: user1@other-domain.com (Expected: 66d1fc.com) --- ### Company Field Fixes **Missing Values Filled via Enrichment** - C-EC3025: Employee Count $\rightarrow$ 400 - C-96039F: Employee Count $\rightarrow$ 400 - C-44EA29: Employee Count $\rightarrow$ 400 - C-D04904: Employee Count $\rightarrow$ 400 - C-B23205: Employee Count $\rightarrow$ 400 - C-60C75F: Employee Count $\rightarrow$ 400 - C-7BBDFA: Employee Count $\rightarrow$ 400 - C-50D386: Employee Count $\rightarrow$ 400 **CRM vs Enrichment Disagreements** | Company | Field | CRM Value | Enrichment Value | Recommendation | | :--- | :--- | :--- | :--- | :--- | | C-66D1FC | HQ Country | US | United States | Enrichment | | C-950043 | HQ Country | US | United States | Enrichment | | C-EC3025 | HQ Country | USA | United States | Enrichment | | C-96039F | HQ Country | USA | United States | Enrichment | | C-B23205 | HQ Country | US | United States | Enrichment | | C-E51FB7 | HQ Country | USA | United States | Enrichment | | C-425E2A | HQ Country | USA | United States | Enrichment | | C-2D7423 | HQ Country | USA | United States | Enrichment | | C-BA969B | HQ Country | US | United States | Enrichment | --- ### Top 10 Fixes by Pipeline at Stake Data missing. No deal amounts or pipeline values were provided in the extract.
### Deal Classifications | Deal Alias | Category | Side | | :--- | :--- | :--- | | Deal-DB0AAC | timing | buyer | | Deal-F7F635 | competitor | buyer | | Deal-AC944F | no decision | buyer | | Deal-214060 | no decision | buyer | | Deal-91A056 | timing | buyer | | Deal-29326C | timing | buyer | | Deal-5DB9B0 | other | buyer | | Deal-831B7B | timing | buyer | | Deal-F97C37 | competitor | buyer | | Deal-13E9CF | timing | buyer | | Deal-39E25C | timing | buyer | | Deal-7ED004 | pricing | buyer | | Deal-21B045 | no decision | buyer | | Deal-B3ABED | timing | buyer | | Deal-422BA6 | competitor | buyer | | Deal-ED9AE7 | timing | buyer | | Deal-988493 | no decision | buyer | | Deal-381C8C | competitor | buyer | | Deal-F308CA | no decision | buyer | | Deal-F1E8A6 | competitor | buyer | | Deal-B6AC09 | timing | buyer | | Deal-70F704 | no decision | buyer | | Deal-E6E80A | timing | buyer | | Deal-B038F0 | timing | buyer | | Deal-4664E1 | no decision | buyer | | Deal-175756 | timing | buyer | | Deal-E74A73 | no decision | buyer | | Deal-DDAB52 | competitor | buyer | | Deal-ACE061 | competitor | buyer | | Deal-BB78F3 | timing | buyer | | Deal-D48E0B | no decision | buyer | | Deal-15DA99 | timing | buyer | | Deal-F4AF5D | timing | buyer | | Deal-79B7A1 | timing | buyer | | Deal-583ADB | no decision | buyer | | Deal-8E27DA | no decision | buyer | | Deal-2D2F8D | competitor | buyer | | Deal-E0441F | no decision | buyer | | Deal-7CB44D | no decision | buyer | | Deal-0F96AA | competitor | buyer | | Deal-1BCA50 | competitor | buyer | | Deal-7CC678 | competitor | buyer | | Deal-FAC17C | other | buyer | | Deal-242273 | product gap | Bonusly | | Deal-50E5D8 | timing | buyer | | Deal-A2C349 | competitor | buyer | | Deal-9F176A | timing | buyer | | Deal-7B2236 | pricing | buyer | | Deal-AFA56C | no decision | buyer | | Deal-C7156E | competitor | buyer | | Deal-C33D91 | pricing | buyer | | Deal-9048EB | product gap | Bonusly | | Deal-5E64CE | timing | buyer | | Deal-8A0992 | competitor | buyer | | Deal-D0C698 | competitor | buyer | | Deal-69CF3D | timing | buyer | | Deal-ECBF89 | timing | buyer | | Deal-3618CC | product gap | buyer | | Deal-EECC02 | competitor | buyer | | Deal-5AD03E | pricing | buyer | | Deal-D1A623 | timing | buyer | | Deal-413C56 | timing | buyer | | Deal-47F1A1 | competitor | buyer | | Deal-BF2A98 | competitor | buyer | | Deal-2A292B | no decision | buyer | | Deal-D1AABF | no decision | buyer | | Deal-FEDBCB | timing | buyer | | Deal-1E7DA9 | competitor | buyer | | Deal-2BBA21 | no decision | buyer | | Deal-286F9C | competitor | buyer | | Deal-7FBAC6 | timing | buyer | | Deal-369281 | competitor | buyer | | Deal-386F6E | no decision | buyer | | Deal-9FCD0D | competitor | buyer | | Deal-55867E | timing | buyer | | Deal-DAFB82 | timing | buyer | | Deal-2FEDDB | timing | buyer | | Deal-64B19A | competitor | buyer | | Deal-3F86A0 | no decision | buyer | | Deal-096750 | no decision | buyer | | Deal-F325A5 | champion left | buyer | | Deal-ABD14C | no decision | buyer | | Deal-79E61A | no decision | buyer | | Deal-8A119B | pricing | buyer | | Deal-AE7C4E | no decision | buyer | | Deal-DAB4F1 | no decision | buyer | | Deal-B4B50F | no decision | buyer | | Deal-981AD4 | product gap | Bonusly | | Deal-DC77FE | product gap | Bonusly | | Deal-5885B9 | no decision | buyer | ### Summary **Category Counts** - timing: 28 - no decision: 26 - competitor: 23 - pricing: 5 - product gap: 5 - other: 2 - champion left: 1 (Total: 90) **Side Split** - buyer: 86 - Bonusly: 4 - unknown: 0 (Arithmetic: 90 total - 4 Bonusly = 86 buyer) **Tag vs Text Disagreements** Count: 4 (Deal-13E9CF: Cost vs Priority; Deal-8E27DA: Feature Request vs No R&R; Deal-DAFB82: Budget vs Priority; Deal-5AD03E: Competitor vs Budget Access) **Top Actionable Patterns** 1. **Deferral Cluster**: 31.1% of deals (28/90) are specifically deferred to 2027 or next year, representing a high-volume nurture opportunity. 2. **Engagement Gap**: 28.9% of deals (26/90) resulted in "no decision" due to being unresponsive (MIA), suggesting a need to review top-of-funnel lead quality.
```json
{
"tier_counts": {
"LOCK": 29,
"ACTION": 76,
"BUILD": 13,
"REVIVE": 7,
"WATCH": 0,
"RISKY": 12
},
"tier_examples": {
"LOCK": ["Deal-25F752", "Deal-D348E1", "Deal-C26D20"],
"ACTION": ["Deal-E53952", "Deal-5408B0", "Deal-9AAE5F"],
"BUILD": ["Deal-66D1FC", "Deal-B23205", "Deal-012CB1"],
"REVIVE": ["Deal-0660B4", "Deal-BA571A", "Deal-2D1F1B"],
"WATCH": [],
"RISKY": ["Deal-547B2B", "Deal-B7EBD1", "Deal-A2B47C"]
},
"risky_deals": [
"Deal-547B2B", "Deal-B7EBD1", "Deal-A2B47C", "Deal-2465CE", "Deal-584EE5",
"Deal-FD9F4E", "Deal-499BF6", "Deal-A5E80A", "Deal-7BBDFA", "Deal-4A13AD",
"Deal-9D0060", "Deal-635B8E"
],
"lock_violations": 0,
"pipeline_shape": "The pipeline is heavily weighted toward the ACTION tier (55% of total volume), showing high general engagement but a failure to convert that activity into the verified meeting frequency required for LOCK status. There is a concerning lack of hygiene in the COMMIT category, where nearly 10% of the total pipeline is tiered RISKY due to a disconnect between forecast confidence and actual meeting evidence."
}
```
```json
[
{
"transcript_id": "TX-001",
"deal_alias": "Deal-CFE7F4",
"why-buys": [
"automating anniversary and birthday awards",
"our HR team of three cannot keep up with it manually"
],
"pain_points": [
"HR team of three cannot keep up with manual awards",
"tracking everything in a spreadsheet",
"people slip through the cracks"
],
"stakeholders": [
"Prospect (VP People)",
"Prospect (HR Admin)"
],
"budget_signal": "$40k earmarked for engagement tools this fiscal year",
"timeline_signal": "live before open enrollment in November",
"competitor_mentioned": "Achievers",
"next_step": "security review on September 12",
"objections": [
"need SSO and audit logs for IT to sign off"
],
"confidence": "High"
},
{
"transcript_id": "TX-002",
"deal_alias": "Deal-70BB30",
"why-buys": [
"tie recognition to retention for our hourly workforce"
],
"pain_points": [
"regretted turnover for hourly workforce is over 30%"
],
"stakeholders": [
"Prospect (Head of Total Rewards)",
"Prospect (CFO)"
],
"budget_signal": "$25k pilot budget for this quarter",
"timeline_signal": "decision by end of September",
"competitor_mentioned": null,
"next_step": "send the pilot agreement and we'll route it to legal this week",
"objections": [
"Integration with Workday has to be rock solid"
],
"confidence": "High"
},
{
"transcript_id": "TX-003",
"deal_alias": "Deal-530B50",
"why-buys": [
"make recognition visible across our 12 retail locations"
],
"pain_points": [
"Store managers have zero budget autonomy for on-the-spot recognition today"
],
"stakeholders": [
"Prospect (People Ops Manager)",
"CEO"
],
"budget_signal": null,
"timeline_signal": "no rush on our side until Q1",
"competitor_mentioned": "Bucketlist",
"next_step": "schedule a call with our CEO",
"objections": [
"The CEO has to be sold first — she decides anything people-related"
],
"confidence": "Medium"
},
{
"transcript_id": "TX-004",
"deal_alias": "Deal-180D02",
"why-buys": [
"consolidate three separate recognition tools into one"
],
"pain_points": [
"paying for three tools and none of them talk to our HRIS"
],
"stakeholders": [
"Prospect (VP People)",
"Prospect (IT Security Lead)"
],
"budget_signal": "under $15k annually, I can approve it without going to the board",
"timeline_signal": "procurement cycle runs six to eight weeks minimum",
"competitor_mentioned": null,
"next_step": null,
"objections": [
"security review took three months for our last vendor"
],
"confidence": "Low"
},
{
"transcript_id": "TX-005",
"deal_alias": "Deal-F8767A",
"why-buys": [
"automate service milestones",
"analytics on recognition equity across departments"
],
"pain_points": [
"night-shift teams feel invisible",
"engagement scores run 20 points lower for night-shift"
],
"stakeholders": [
"Prospect (HR Director)",
"Prospect (People Ops Coordinator)"
],
"budget_signal": "$12k approved under our engagement line",
"timeline_signal": "running before our January all-hands",
"competitor_mentioned": "Nectar",
"next_step": "present to our exec team on October 2",
"objections": [
"exec team is skeptical after a failed rollout two years ago"
],
"confidence": "Medium"
},
{
"transcript_id": "TX-006",
"deal_alias": "Deal-EE195F",
"why-buys": [
"cut the admin time on service awards"
],
"pain_points": [
"personally spend five hours a month ordering and shipping plaques"
],
"stakeholders": [
"Prospect (HR Manager)",
"COO"
],
"budget_signal": "Budget isn't the issue — time is",
"timeline_signal": "Q1 start is realistic",
"competitor_mentioned": "doing it internally",
"next_step": "send the one-page overview and I'll forward it to our COO this week",
"objections": [
"COO usually prefers building things in-house"
],
"confidence": "Medium"
}
]
```
1. Deal: Deal-547B2B Amount: $11,200 Why: Redlines are clean, the signing page is out, and the VP People expects to sign tomorrow. What is left: Final signature. 2. Deal: Deal-403845 Amount: $9,000 Why: The order form is currently with the customer's finance team. What is left: Finance approval and signature. 3. Deal: Deal-A2B47C Amount: $6,360 Why: CRM stage is DS5/COMMIT and Slack confirms the deal is "still warm." What is left: Completion of legal review.
**Candidate Analysis** - Quote: "We need SCIM user provisioning — our security team will not approve any tool that requires manual account management." | Class: real gap | Deal: Deal-EC3025 | Amount: Missing - Quote: "Our payroll runs on ADP Workforce Now and I don't see ADP anywhere in your integration list — that's a dealbreaker for us." | Class: real gap | Deal: Deal-D0D6B5 | Amount: Missing - Quote: "I tried to build a custom report combining recognition frequency with turnover and couldn't — is that possible on our current plan?" | Class: plan gate | Deal: Deal-CFE7F4 | Amount: Missing - Quote: "We turned on the Slack integration in July, but half our managers still haven't given a single recognition — nobody ever trained them on it." | Class: rollout/enablement issue | Deal: Deal-84DBA6 | Amount: Missing **Product Gap Summary** - Deal-EC3025: SCIM user provisioning - Deal-D0D6B5: ADP Workforce Now integration
Bryce Harmon: - Deal-2D1F1B, DS1, $240,000.00, 81 days - Deal-66D1FC, DS1, $99,000.00, 16 days - Deal-950043, DS1, $70,000.00, 19 days - Deal-B23205, DS1, $45,000.00, 16 days - Deal-7BBDFA, DS3, $37,440.00, 46 days - Deal-332637, DS2, $36,000.00, 9 days - Deal-1BEEBF, DS1, $31,500.00, 19 days - Deal-C5658B, DS1, $23,400.00, 16 days - Deal-40522D, DS3, $21,000.00, 19 days - Deal-F0EBBB, DS3, $11,400.00, 24 days - Deal-E25A09, DS1, $6,000.00, 9 days - Deal-C9C286, DS2, $5,502.00, 9 days - Deal-012CB1, DS1, $1.00, 23 days Stale Deals: 13, Total Stale Amount: $626,243.00 Cole Ingram: - Deal-D04904, DS2, $58,529.25, 11 days - Deal-B25F40, DS3, $40,000.00, 8 days - Deal-813836, DS2, $32,175.00, 11 days - Deal-1BA595, DS2, $31,750.00, 11 days - Deal-CFE1E8, DS3, $18,000.00, 11 days - Deal-CD47A6, DS2, $12,168.00, 11 days - Deal-627646, DS3, $11,193.00, 11 days - Deal-FF809F, DS2, $7,781.20, 11 days - Deal-AF932D, DS2, $7,225.40, 11 days - Deal-A71728, DS2, $6,947.50, 11 days - Deal-8BC9F5, DS2, $5,616.00, 10 days - Deal-175395, DS3, $4,779.88, 11 days - Deal-481E24, DS3, $4,140.00, 10 days - Deal-C7F9BF, DS2, $3,360.00, 11 days - Deal-2F3A66, DS3, $3,334.80, 11 days - Deal-342E96, DS2, $2,700.00, 24 days - Deal-E568D5, DS3, $1,875.00, 11 days - Deal-FD9F4E, DS5, $1,330.00, 10 days Stale Deals: 18, Total Stale Amount: $252,905.03 Dana Mercer: - Deal-44EA29, DS2, $60,000.00, 10 days - Deal-E51FB7, DS2, $43,875.00, 12 days - Deal-B42F46, DS1, $27,000.00, 19 days - Deal-BA3DDC, DS3, $23,400.00, 15 days - Deal-9DDE86, DS2, $20,000.00, 15 days - Deal-215CCA, DS3, $18,900.00, 17 days - Deal-5EED42, DS3, $16,250.00, 11 days - Deal-57887A, DS2, $15,000.00, 8 days - Deal-B7EBD1, DS5, $9,000.00, 16 days - Deal-3974EB, DS4, $9,000.00, 8 days - Deal-F40F04, DS2, $8,100.00, 15 days - Deal-87DDD1, DS1, $5,000.00, 19 days - Deal-F336B6, DS3, $4,200.00, 15 days - Deal-0660B4, DS4, $1,920.00, 16 days Stale Deals: 14, Total Stale Amount: $261,645.00 Alex Franklin: - Deal-CC08D1, DS1, $24,000.00, 16 days - Deal-E73427, DS3, $18,000.00, 10 days - Deal-885F45, DS2, $9,300.00, 12 days - Deal-C2FF3C, DS1, $8,316.00, 10 days - Deal-3EED2C, DS2, $7,200.00, N/A days - Deal-0D2F7A, DS3, $5,100.00, 12 days - Deal-6C60D4, DS3, $4,800.00, 12 days - Deal-13FEBD, DS2, $4,680.00, 12 days - Deal-9D0060, DS3, $3,840.00, 12 days - Deal-690476, DS2, $3,600.00, 18 days - Deal-C6D97A, DS4, $3,240.00, 8 days - Deal-EE195F, DS3, $3,120.00, 8 days - Deal-278DEC, DS3, $2,700.00, 8 days - Deal-635B8E, DS3, $2,600.00, 18 days - Deal-6883F3, DS1, $2,400.00, 16 days - Deal-4A13AD, DS3, $2,160.00, 26 days - Deal-F67D31, DS2, $1,800.00, 8 days - Deal-5FDCE4, DS3, $1,600.00, 12 days - Deal-BA571A, DS4, $1,080.00, 18 days Stale Deals: 19, Total Stale Amount: $109,536.00 Elena Sinclair: - Deal-57FF13, DS1, $2,100.00, N/A days Stale Deals: 1, Total Stale Amount: $2,100.00
**Owner: Bryce Harmon (119337721)** - Activities: Emails: 107, Calls: 0, Meetings: 17 - Activity Mix: Emails 86.2%, Calls 0%, Meetings 13.8% - DS2 Entries: 1 (Deal-D73B89) - Activities per DS2: 124.0 / 1 = 124.0 **Owner: Dana Mercer (83155923)** - Activities: Emails: 57, Calls: 16, Meetings: 8 - Activity Mix: Emails 70.4%, Calls 19.8%, Meetings 9.8% - DS2 Entries: 1 (Deal-57887A) - Activities per DS2: 81.0 / 1 = 81.0 **Owner: Alex Franklin (84342457)** - Activities: Emails: 151, Calls: 25, Meetings: 13 - Activity Mix: Emails 79.8%, Calls 13.2%, Meetings 7.0% - DS2 Entries: 3 (Deal-403845, Deal-3EED2C, Deal-1FC049) - Activities per DS2: 189.0 / 3 = 63.0 **Owner: Cole Ingram (83155924)** - Activities: Emails: 67, Calls: 8, Meetings: 4 - Activity Mix: Emails 84.8%, Calls 10.1%, Meetings 5.1% - DS2 Entries: 0 - Activities per DS2: 79.0 / 0 = N/A **Owner: Farid Osman (716654662)** - Activities: Emails: 22, Calls: 0, Meetings: 16 - Activity Mix: Emails 57.9%, Calls 0%, Meetings 42.1% - DS2 Entries: 1 (Deal-499BF6) - Activities per DS2: 38.0 / 1 = 38.0 **Owner: Elena Sinclair (701163055)** - Activities: Emails: 3, Calls: 0, Meetings: 0 - Activity Mix: Emails 100%, Calls 0%, Meetings 0% - DS2 Entries: 0 - Activities per DS2: 3.0 / 0 = N/A **Efficiency Ranking** 1. Farid Osman (38.0) 2. Alex Franklin (63.0) 3. Dana Mercer (81.0) 4. Bryce Harmon (124.0) **Summary** - Most Efficient Rep: Farid Osman - Highest-Volume Rep: Alex Franklin (189 total activities) - The most efficient and highest-volume reps differ.
**QTD Scorecard: Alex Franklin (as of 2026-09-05)** **Bookings vs Quota** * Bookings: $150,000 (40,000 + 20,000 + 35,000 + 21,000 + 12,000 + 11,000 + 6,500 + 4,500) * Quota: $200,000 * Attainment: 75% ($150,000 / $200,000) **Bookings Split** * New: $113,500 (40,000 + 35,000 + 21,000 + 11,000 + 6,500) * Expansion: $36,500 (20,000 + 12,000 + 4,500) **Active Pipeline** * DS1: $237,421 * DS2: $308,660 * DS3: $473,385 * DS4: $23,574 * DS5: $45,730 **Conversion & Outcomes** * Rolling 90-day DS2-to-won rate: 5.94% (6 won / 101 entered DS2 since 2026-06-07) * Win Count: 8 * Loss Count: 27 * Top Loss Reason: Lost- Timing (1 year or more) (11 occurrences) **Activity Volume (Last 30 Days)** * Emails: 740 * Calls: 91 * Meetings: 76 * Notes: 48 **Coaching Observations** 1. **Low Conversion Efficiency:** Despite high activity (740 emails, 76 meetings), the 5.94% DS2-to-won rate is critically low, indicating a gap in qualification or closing execution. 2. **Pipeline Imbalance:** The pipeline is heavily weighted in early/mid stages (DS1-DS3), with only $45,730 in DS5. This creates significant risk for the remaining 25% of quota. 3. **Timing Qualification:** "Lost- Timing (1 year or more)" is the primary loss driver (40.7% of losses), suggesting Alex is failing to establish urgency or qualify timelines effectively during discovery.
Data missing: Deal amount and Stage are not provided in the files. **Deal-EC3025** Amount: Data missing Stage: Data missing Active Contact Count: 1 (2 total - 1 former) Personas Present: champion Personas Missing: economic buyer, HR admin, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: CT-6827DB (economic buyer) **Deal-92D97D** Amount: Data missing Stage: Data missing Active Contact Count: 1 (2 total - 1 engaged > 60 days) Personas Present: HR admin Personas Missing: economic buyer, champion, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: none on file **Deal-50D386** Amount: Data missing Stage: Data missing Active Contact Count: 2 (2 total - 0 former/outdated) Personas Present: champion, HR admin Personas Missing: economic buyer, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: CT-A1C4B3 (economic buyer) **Deal-D0D6B5** Amount: Data missing Stage: Data missing Active Contact Count: 3 (3 total - 0 former/outdated) Personas Present: champion Personas Missing: economic buyer, HR admin, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: CT-1FA4DB (economic buyer) **Deal-5BFE3B** Amount: Data missing Stage: Data missing Active Contact Count: 2 (2 total - 0 former/outdated) Personas Present: champion Personas Missing: economic buyer, HR admin, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: none on file **Deal-36C33F** Amount: Data missing Stage: Data missing Active Contact Count: 1 (3 total - 2 former) Personas Present: IT security Personas Missing: economic buyer, champion, HR admin, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: CT-1DB73E (economic buyer) **Deal-885F45** Amount: Data missing Stage: Data missing Active Contact Count: 2 (2 total - 0 former/outdated) Personas Present: economic buyer, champion Personas Missing: HR admin, IT security, finance Most Valuable Persona to Add: HR admin Unengaged Contact Fit: CT-B3F25D (IT security) **Deal-FCBE5B** Amount: Data missing Stage: Data missing Active Contact Count: 1 (1 total - 0 former/outdated) Personas Present: champion Personas Missing: economic buyer, HR admin, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: none on file **Deal-5408B0** Amount: Data missing Stage: Data missing Active Contact Count: 2 (2 total - 0 former/outdated) Personas Present: champion, HR admin Personas Missing: economic buyer, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: CT-07FA76 (economic buyer) **Deal-C6D97A** Amount: Data missing Stage: Data missing Active Contact Count: 3 (3 total - 0 former/outdated) Personas Present: champion Personas Missing: economic buyer, HR admin, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: none on file **Deal-F9A08A** Amount: Data missing Stage: Data missing Active Contact Count: 1 (2 total - 1 engaged > 60 days) Personas Present: champion Personas Missing: economic buyer, HR admin, IT security, finance Most Valuable Persona to Add: economic buyer Unengaged Contact Fit: CT-697541 (economic buyer)
**Lead (First 5 Minutes):** "Quick one to kick off: a 400-person retailer we work with cut regretted turnover 18% in two quarters after automating milestone awards, and I wanted to walk you through exactly how they did it." **Objection Handling:** 1. Budget locked: "Totally fair. Most teams fund this out of turnover savings — that retailer saved about $210k in avoided backfills, which is how their finance team signed off." 2. Revisit next quarter: "Makes sense. What if we scope a 90-day pilot with one department so you have internal data before next quarter's planning?" 3. Spreadsheets/gift cards: "Spreadsheets work until they scale — the difference is automation: milestones fire without HR lifting a finger, and you get analytics on who is being recognized." **Next Step Agreement Rate:** 70% (7 agreements / 10 calls) **Competitors Raised:** Awardco, Workhuman, Kudos **Coaching Notes:** 1. The rep is using identical scripts for leads and objection handling across almost every call; encourage more personalization based on prospect cues. 2. The "next step" request is verbatim in every instance; test varied calls-to-action to improve conversion on the 30% of calls currently failing to lock a meeting.
COMMIT total: 44,729 (11,200 + 9,000 + 9,000 + 6,360 + 5,400 + 2,520 + 1,249) BEST_CASE total: 201,565 (38,935 + 24,000 + 19,656 + 16,250 + 11,116 + 10,800 + 10,500 + 9,890 + 9,720 + 9,000 + 7,200 + 3,840 + 3,780 + 3,600 + 3,240 + 3,150 + 3,120 + 3,060 + 2,916 + 2,760 + 2,484 + 2,100 + 1,920 + 528) Weighted forecast: 115,276.75 (44,729 * 1.0) + (201,565 * 0.35) = 44,729 + 70,547.75 Deal counts (Inside Q3): COMMIT: 7 BEST_CASE: 24 PIPELINE: 24 Excluded deals (Outside Q3): Count: 32 Total amount: 227,575 (43,875 + 18,000 + 17,000 + 13,770 + 10,800 + 9,000 + 9,000 + 7,920 + 7,690 + 7,500 + 7,200 + 5,700 + 5,400 + 5,400 + 5,400 + 5,400 + 5,160 + 4,800 + 4,400 + 4,300 + 4,000 + 3,600 + 3,600 + 3,600 + 3,300 + 2,400 + 1,800 + 1,800 + 1,680 + 1,600 + 1,400 + 1,080) Top 5 BEST_CASE deals (Inside Q3): 1. Deal-2D7423: 38,935 2. Deal-25F752: 24,000 3. Deal-E53952: 19,656 4. Deal-5EED42: 16,250 5. Deal-FA32A0: 11,116 ## Data quality Most deals have missing owner data and zero characters in why_buys_chars, suggesting poor qualification. There is a stage-category mismatch where a Discovery (DS1) deal (Deal-A5E80A) is marked as COMMIT. The dataset contains inconsistent number formatting, with one deal using decimals while others use integers.
**Activation Hypothesis Test Results** **2x2 Cohort Analysis** * **Both Signals** (m1_users >= 5 AND m1_redemptions >= 1): 30 active / 46 total = 65.2% * **Givers-Only** (m1_users >= 5 AND m1_redemptions < 1): 22 active / 48 total = 45.8% * **Redemption-Only** (m1_users < 5 AND m1_redemptions >= 1): 9 active / 29 total = 31.0% * **Neither** (m1_users < 5 AND m1_redemptions < 1): 38 active / 92 total = 41.3% **Exclusions** None; all companies in the provided extract were included in the denominator. **Largest Retention Lift** The single signal with the largest retention lift is **m1_users >= 5** (Givers), providing a +4.5 percentage point lift over the "Neither" cohort (45.8% vs 41.3%). **Analysis** * **What this proves:** There is a strong positive correlation between achieving both activation signals in the first month and 24-month retention. * **What this does not prove:** Causality. The data does not prove that driving these specific behaviors *causes* retention; these signals may instead be proxies for high-intent users or a strong product-market fit.
**ARR Reconciliation Report (2026-09-05)**
**1. Totals & Variance**
* **CRM Total ARR:** $566,788.44
* **Billing Total ARR:** $511,512.12
* *Arithmetic:* (1436.77 + 591.00 + 1312.34 + 2370.77 + 1932.00 + 2233.00 + 521.00 + 1515.00 + 601.00 + 856.77 + 251.34 + 1988.00 + 851.00 + 1804.34 + 1003.00 + 600.77 + 272.77 + 1127.99 + 1920.34 + 1777.00 + 1602.00 + 2463.00 + 649.00 + 777.77 + 748.99 + 2150.99 + 1906.34 + 204.77 + 1809.77 + 1099.00 + 779.00 + 1692.00 + 2202.00 + 2149.00 + 1753.00 + 1440.77 + 2001.34) * 12 = 42626.01 * 12 = 511,512.12
* **Variance:** $55,276.32
**2. Variance Decomposition**
* **Status Mismatch:** $12,758.48
* C-0C8323BF: 4905.24 (CRM) - 0 (Billing Cancelled) = 4905.24
* C-0DC4FB8C: 8253.24 (CRM) - 0 (Billing Cancelled) = 8253.24
* **Missing Records:** $16,497.24
* C-0D5BBE3A: 16497.24 (CRM) - 0 (Not in Billing) = 16497.24
* **Rounding:** $0.00
* **Other:** $26,020.60
* (Detailed in mismatched accounts list below)
* **Total:** $55,276.32
**3. Mismatched Accounts**
| Company Alias | CRM ARR | Billing ARR | Delta | Suggested Owner |
| :--- | :--- | :--- | :--- | :--- |
| C-0BC46AD9 | 17,241.24 | 17,241.24 | 0.00 | N/A |
| C-1794A52C | 7,092.00 | 7,092.00 | 0.00 | N/A |
| C-0F4910FE | 15,748.08 | 15,748.08 | 0.00 | Account Manager |
| C-0D66DF9E | 23,200.00 | 23,184.00 | 16.00 | Billing Ops |
| C-0F7269D7 | 24,396.00 | 26,796.00 | (2,400.00) | Billing Ops |
| C-0FA7E799 | 6,252.00 | 6,252.00 | 0.00 | N/A |
| C-14D70CE0 | 18,200.00 | 18,180.00 | 20.00 | Billing Ops |
| C-0BD1AF2B | 7,212.00 | 7,212.00 | 0.00 | N/A |
| C-0BEAC6F3 | 10,281.24 | 10,281.24 | 0.00 | N/A |
| C-0DDFCE99 | 3,016.08 | 3,016.08 | 0.00 | N/A |
| C-0DB48281 | 23,856.00 | 23,856.00 | 0.00 | N/A |
| C-0F5E249E | 10,212.00 | 10,212.00 | 0.00 | N/A |
| C-0C8323BF | 4,905.24 | 0.00 | 4,905.24 | Account Manager |
| C-0DC4FB8C | 8,253.24 | 0.00 | 8,253.24 | Account Manager |
| C-0DA98AC7 | 21,652.08 | 21,652.08 | 0.00 | N/A |
| C-0DB03492 | 12,036.00 | 12,036.00 | 0.00 | N/A |
| C-0B511454 | 7,209.24 | 7,209.24 | 0.00 | N/A |
| C-0FAE9868 | 3,273.24 | 3,273.24 | 0.00 | N/A |
| C-0ACCDBC3 | 13,535.88 | 13,535.88 | 0.00 | N/A |
| C-0FB9D5AF | 23,044.08 | 23,044.08 | 0.00 | N/A |
| C-0B344485 | 21,324.00 | 21,324.00 | 0.00 | N/A |
| C-0F5D2323 | 19,224.00 | 19,224.00 | 0.00 | N/A |
| C-0B7D2C30 | 29,556.00 | 29,556.00 | 0.00 | N/A |
| C-22170CA1 | 7,788.00 | 7,788.00 | 0.00 | N/A |
| C-0FC4DBB8 | 9,333.24 | 9,333.24 | 0.00 | N/A |
| C-0D2AB865 | 8,987.88 | 8,987.88 | 0.00 | N/A |
| C-0EC6999D | 25,811.88 | 25,811.88 | 0.00 | N/A |
| C-0BC34584 | 22,876.08 | 22,876.08 | 0.00 | N/A |
| C-0BBC4E7A | 2,457.24 | 2,457.24 | 0.00 | N/A |
| C-0B20DB64 | 21,717.24 | 21,717.24 | 0.00 | N/A |
| C-0BCDB8C2 | 13,188.00 | 13,188.00 | 0.00 | N/A |
| C-0CB2C1B4 | 9,348.00 | 9,348.00 | 0.00 | N/A |
| C-0F9F8F13 | 20,304.00 | 20,304.00 | 0.00 | N/A |
| C-0FD551AB | 26,424.00 | 26,424.00 | 0.00 | N/A |
| C-0D5BBE3A | 16,497.24 | 0.00 | 16,497.24 | Billing Ops |
| C-0B144C78 | 25,788.00 | 25,788.00 | 0.00 | N/A |
| C-0BBE3E60 | 21,036.00 | 21,036.00 | 0.00 | N/A |
| C-0B7A7546 | 17,289.24 | 17,289.24 | 0.00 | N/A |
| C-0B369871 | 24,016.08 | 24,016.08 | 0.00 | N/A |
*Note: "Other" variance calculation = $55,276.32 - $12,758.48 - $16,497.24 = $26,020.60.*
**4. Business Rule Violations**
* **C-1794A52C** (SUB-0002): term_months=24, cf_agreement_end_date is empty.
* **C-22170CA1** (SUB-0019): term_months=36, cf_agreement_end_date is empty.
The largest relative move is Pulse check engagement, driven by the `enterprise` size_band, where values dropped from an average of ~0.55 in July to ~0.27 in August. Arithmetic: - Giving Rate: Aug (17.9521/30 = 0.5984) vs July (17.9447/30 = 0.5982) - Redemptions: Aug (51.6453/30 = 1.7215) vs July (51.6498/30 = 1.7217) - 1:1 Engagement: Aug (13.3853/30 = 0.4462) vs July (13.3739/30 = 0.4458) - Pulse Engagement: Aug (13.5606/30 = 0.4520) vs July (17.2689/30 = 0.5756) | KVM | 2026-08 | 2026-07 | Abs Change | Rel Change | Direction | | :--- | :--- | :--- | :--- | :--- | :--- | | Giving rate | 0.5984 | 0.5982 | +0.0002 | +0.04% | Up | | Redemptions per user | 1.7215 | 1.7217 | -0.0002 | -0.01% | Down | | 1:1 meetings engagement | 0.4462 | 0.4458 | +0.0004 | +0.09% | Up | | Pulse check engagement | 0.4520 | 0.5756 | -0.1236 | -21.47% | Down |
Last completed month: 2026-08 Redemption Count: 378 Spend: $27,846.00 Unique Redeemers: 235 Redemptions per Redeemer: 1.61 (378 / 235) Provider Mix (% of Spend): - custom: 39.05% ($10,868.00 / $27,846.00) - Tremendous: 30.54% ($8,504.00 / $27,846.00) - Snappy: 18.81% ($5,238.00 / $27,846.00) - TangoCard: 11.60% ($3,236.00 / $27,846.00) Total: 100% Top 5 Countries by Redemptions: 1. US: 244 2. CA: 24 3. AU: 21 4. GB: 17 5. NL: 17
**Qualifying At-Risk Accounts** | Account Alias | Amount at Stake | Play | Signal | | :--- | :--- | :--- | :--- | | C-0F6C0F34 | 49,707.00 | Executive Touch | champion_active=false | | C-0B827671 | 25,365.00 | Usage Revival | usage_trend_3m=declining | | C-0B360C78 | 35,748.00 | Commercial Concession | health_score=57 (R1) | | C-0B0F1BAB | 5,494.00 | Executive Touch | champion_active=false | | C-0CA21961 | 16,829.00 | Commercial Concession | health_score=58 (R1) | | C-0E9C27D1 | 41,235.00 | Commercial Concession | health_score=39 (R1) | | C-0CEF69FD | 32,621.00 | Executive Touch | champion_active=false | | C-0D3278C7 | 17,602.00 | Usage Revival | usage_trend_3m=declining | **Total Amount at Stake** 49,707.00 + 25,365.00 + 35,748.00 + 5,494.00 + 16,829.00 + 41,235.00 + 32,621.00 + 17,602.00 = 224,601.00 **At-Risk Accounts Not Qualifying** | Account Alias | Reason | | :--- | :--- | | C-0BC71BDD | Fails R2: churn_save_eligible_amount=0.00 | | C-0BA71F12 | Fails R3: renewal_date (2027-04-11) is > 120 days from 2026-09-05 | | C-0F6694C3 | Fails R2: churn_save_eligible_amount=0.00 | | C-0BE96399 | Fails R2: churn_save_eligible_amount=0.00 | | C-0F876796 | Fails R3: renewal_date (2027-02-06) is > 120 days from 2026-09-05 | | C-0FCCD2DF | Fails R2: churn_save_eligible_amount=0.00 | | C-10A56B0F | Fails R2: churn_save_eligible_amount=0.00 |
**Company Alias:** C-0DDFC9A7 **Seat Coverage:** 37.5% (150 licensed seats / 400 headcount) **Usage Health:** - Monthly active users have grown steadily every month from 88 (March) to 126 (August). - Current usage is at 84% of licensed capacity (126 users / 150 seats). **Headroom:** - Seats: 250 (400 headcount - 150 licensed seats) - ARR: $15,000 (250 headroom seats * $60 current per-seat rate [9,000 ARR / 150 seats]) **Buyer Analysis:** - Replied: Maria S. (Cannot buy; explicitly stated she is not the right person for purchasing decisions). - Right Buyer: Dana R. (VP People). **Reply Email:** Hi Maria, Thanks for the kind words! It's great to hear the team loves the recognition feed. I noticed your monthly active users have grown steadily from 88 in March to 126 this past August, which is a fantastic trend. Since Dana R. handles the budget and seat expansion, I would love to take you up on that introduction. I can share these usage numbers and the growth trend with her to help with the planning she's been asking about. Best, Cole
**Company:** C-0D284E42 **Complete** - Slack integration (2026-08-12) - Allowance set (2026-08-13) - Admins added (2) - First recognition given (2026-08-15 14:22) **Not Complete** - HRIS integration (no data) - First redemption (no data) **Early Engagement Signals** - Growth in active givers: 15 (2026-09-04) - 3 (2026-08-11) = 12 additional active givers. **Three Things to Cover** 1. HRIS integration setup (missing). 2. Strategy to drive the first redemption (missing). 3. Analyzing the growth of active givers from 3 to 15 to identify a success pattern.
90-Day Renewal Risk Brief (2026-09-08 to 2026-12-07) C-0B7D2C30 | Dana Mercer | 65,901.00 | 2026-09-15 (Chargebee: Multi-year contract) | [FLAG: CZ 2026-09-10] | 57.56% (274/476) | Jun: 97, Jul: 94, Aug: 84 | High: Usage trending down over last 3 months. C-0BCDB8C2 | Cole Ingram | 54,427.00 | 2026-09-18 (Chargebee: Multi-year contract) | [FLAG: CZ 2027-09-18] | 54.72% (232/424) | Jun: 127, Jul: 118, Aug: 110 | High: Monthly active users consistently declining. C-0D2AB865 | Elena Sinclair | 38,022.00 | 2026-09-22 (Chargebee: Multi-year contract) | [FLAG: CZ 2026-09-10] | 61.42% (250/407) | Jun: 125, Jul: 117, Aug: 109 | High: 3-month usage trend is negative. C-0BBE3E60 | Dana Mercer | 30,993.00 | 2026-09-26 (Chargebee: Multi-year contract) | [FLAG: CZ 2027-09-26] | 64.91% (74/114) | Jun: 39, Jul: 35, Aug: 33 | High: Usage declining steadily. C-0F5D2323 | Cole Ingram | 90,647.00 | 2026-09-29 (Chargebee: Multi-year contract) | [FLAG: CZ 2026-09-10] | 28.46% (111/390) | Jun: 20, Jul: 21, Aug: 18 | Critical: Extremely low seat utilization. C-0EC6999D | Elena Sinclair | 79,419.00 | 2026-10-03 (Agreed) | 27.68% (31/112) | Jun: 17, Jul: 16, Aug: 15 | Critical: Utilization below 30% with stagnant usage. C-0B20DB64 | Dana Mercer | 21,770.00 | 2026-10-07 (Agreed) | 56.61% (214/378) | Jun: 294, Jul: 298, Aug: 294 | Low: Usage remains stable. C-0BBC4E7A | Cole Ingram | 56,374.00 | 2026-10-10 (Agreed) | 67.66% (228/337) | Jun: 142, Jul: 141, Aug: 139 | Low: Steady usage patterns. C-0FD551AB | Elena Sinclair | 48,815.00 | 2026-10-14 (Agreed) | 55.85% (210/376) | Jun: 123, Jul: 122, Aug: 126 | Low: Stable usage. C-0F9F8F13 | Dana Mercer | 46,230.00 | 2026-10-18 (Agreed) | 56.53% (199/352) | Jun: 185, Jul: 185, Aug: 182 | Low: Stable usage. C-0BC34584 | Cole Ingram | 16,740.00 | 2026-10-22 (Agreed) | 66.19% (327/494) | Jun: 104, Jul: 104, Aug: 106 | Low: Consistent usage. C-0B7A7546 | Elena Sinclair | 35,062.00 | 2026-10-25 (Agreed) | 88.78% (182/205) | Jun: 64, Jul: 65, Aug: 63 | Low: Very high seat utilization. C-0B369871 | Dana Mercer | 85,128.00 | 2026-10-29 (Agreed) | 75.12% (317/422) | Jun: 326, Jul: 330, Aug: 333 | Low: Usage trend is increasing. C-0B144C78 | Cole Ingram | 30,899.00 | 2026-11-02 (Agreed) | 75.45% (169/224) | Jun: 101, Jul: 101, Aug: 106 | Low: Positive usage trend. C-0FC4DBB8 | Elena Sinclair | 94,732.00 | 2026-11-05 (Agreed) | 76.72% (356/464) | Jun: 189, Jul: 191, Aug: 193 | Low: Positive usage trend. C-0D5BBE3A | Dana Mercer | 39,740.00 | 2026-11-09 (Agreed) | 83.33% (85/102) | Jun: 88, Jul: 90, Aug: 91 | Low: High utilization and growth. C-0FB9D5AF | Cole Ingram | 63,158.00 | 2026-11-13 (Agreed) | 72.36% (144/199) | Jun: 173, Jul: 173, Aug: 176 | Low: Stable/Up usage. C-0B344485 | Elena Sinclair | 64,384.00 | 2026-11-16 (Agreed) | 78.05% (224/287) | Jun: 238, Jul: 240, Aug: 244 | Low: Positive usage trend. C-0CB2C1B4 | Dana Mercer | 40,628.00 | 2026-11-20 (Agreed) | 81.61% (386/473) | Jun: 47, Jul: 48, Aug: 49 | Low: High utilization. C-22170CA1 | Cole Ingram | 45,646.00 | 2026-11-24 (Agreed) | 85.37% (251/294) | Jun: 143, Jul: 148, Aug: 146 | Low: High utilization. Total ARR Renewing: 1,012,665.00 (65901 + 54427 + 38022 + 30993 + 90647 + 79419 + 21770 + 56374 + 48815 + 46230 + 16740 + 35062 + 85128 + 30899 + 94732 + 39740 + 63158 + 64384 + 40628 + 45646) Total ARR at Risk: 359,409.00 (65901 + 54427 + 38022 + 30993 + 90647 + 79419)
### Broad Patterns Ranked by ARR Exposure 1. HRIS Sync & Provisioning Count: 12 Share: 15% (12/80) Distinct Accounts: C-0B2213A9, C-0F6C0F34, C-0DDFC9A7 ARR Affected: 114,000 (36,000 + 30,000 + 48,000) Tickets: IC-460059, IC-460062 Recommendation: Audit HRIS sync logs to identify and resolve silent provisioning failures. 2. Redemption & Gift Card Fulfillment Count: 18 Share: 22.5% (18/80) Distinct Accounts: C-0CEF69FD, C-0B827671, C-0FCCD2DF, C-0F876796, C-0D9CA315, C-0B0F1BAB, C-14264ABD ARR Affected: 68,800 (8,900 + 10,700 + 9,600 + 8,700 + 9,600 + 10,300 + 11,000) Tickets: IC-460025, IC-460024 Recommendation: Optimize checkout performance and implement transactional logic to prevent point deduction on failed orders. 3. Points Posting & Balance Errors Count: 20 Share: 25% (20/80) Distinct Accounts: C-0D3278C7, C-0BE96399, C-0DD0626C, C-0B2895EF, C-0D284E42, C-0BF20542, C-0D0B047C, C-0D6CC8E3, C-21FEBCBB ARR Affected: 31,100 (3,500 + 2,700 + 2,500 + 2,900 + 3,400 + 4,500 + 4,500 + 4,200 + 2,900) Tickets: IC-460004, IC-460016 Recommendation: Investigate async processing delays and the root cause of team-wide posting outages. 4. Slack Integration Failures Count: 14 Share: 17.5% (14/80) Distinct Accounts: C-0B843542, C-0BA71F12, C-10A56B0F, C-8C2E8F00 ARR Affected: 18,900 (4,400 + 3,900 + 5,400 + 5,200) Tickets: IC-460041, IC-460046 Recommendation: Fix OAuth token persistence and resolve API errors affecting slash commands. ### Single-Account Noise Account C-0E9C27D1 (ARR: 52,000) submitted 16 tickets (20% of total volume) exclusively regarding billing, seat count discrepancies, and renewal tier pricing. Recommendation: Escalate to Finance/Billing for manual account reconciliation.
1. C-11C31562: 3 matches (size_band, use_case, region) 2. C-64171065: 3 matches (industry, size_band, use_case) 3. C-A13C193D: 3 matches (industry, size_band, region)
**Paid Channel Performance** **paid_search** * Spend: $36,000 (6,000 * 6) * SQMs: 39 * SQOs: 17 * Cost per SQM: $923.08 (36,000 / 39) * Cost per SQO: $2,117.65 (36,000 / 17) * SQM-to-SQO Rate: 43.59% (17 / 39) * Pipeline Amount: $680,000 (17 * 40,000) * Pipeline per Dollar: $18.89 (680,000 / 36,000) **linkedin_ads** * Spend: $24,000 (4,000 * 6) * SQMs: 24 * SQOs: 8 * Cost per SQM: $1,000.00 (24,000 / 24) * Cost per SQO: $3,000.00 (24,000 / 8) * SQM-to-SQO Rate: 33.33% (8 / 24) * Pipeline Amount: $96,000 (8 * 12,000) * Pipeline per Dollar: $4.00 (96,000 / 24,000) **paid_social** * Spend: $18,000 (3,000 * 6) * SQMs: 0 * Performance: Undefined **webinars** * Spend: $9,000 (1,500 * 6) * SQMs: 12 * SQOs: 5 * Cost per SQM: $750.00 (9,000 / 12) * Cost per SQO: $1,800.00 (9,000 / 5) * SQM-to-SQO Rate: 41.67% (5 / 12) * Pipeline Amount: $60,000 (5 * 12,000) * Pipeline per Dollar: $6.67 (60,000 / 9,000) **Organic Channel Performance** **organic_search** * Volume: 29 * SQO Rate: 34.48% (10 / 29) * Pipeline: $90,000 (10 * 9,000) **referral** * Volume: 14 * SQO Rate: 42.86% (6 / 14) * Pipeline: $48,000 (6 * 8,000) **Data Flags** * linkedin_ads: CT-000044 (SQO 2026-07-18 precedes SQM 2026-07-23) * linkedin_ads: CT-000041 (SQO 2026-06-09 precedes SQM 2026-06-14) **Recommendation** Reallocate budget from paid_social (undefined/zero SQMs) and linkedin_ads (lowest paid ROI at $4.00 pipeline/$) to paid_search (highest ROI at $18.89 pipeline/$). **Confidence** Low (Small sample sizes: only 30 total SQOs across all paid channels).
# Battlecard: Rivally
- Positioning: Points-based recognition for mid-market [S02, existing_battlecard.md].
- Pricing: $7 per user/month, annual billing (Source: pricing_page, 2026-08-12) [S17]. Conflict: Previous pricing was $5 per user/month (Source: pricing_page, 2026-04-01) [S08].
- Where they win: Distributed EU teams via multi-language support [S12], EU data residency [S05, S15], quick setup/Slack integration for mid-market [S04], and fast support response times under 4 hours [S22].
- Where we win: Analytics depth [S07, S20, S25], enterprise admin tooling (SCIM provisioning, bulk recognition editing) [S10, S16, S24], and rewards catalog depth in EMEA [S14].
- Objections and Responses:
- Objection: Rivally offers EU data residency [S05]. Response: [Missing Data].
- Recent Changes: Raised $40M Series C led by Northgate Ventures (2025-11-04) [S01]; launched 'Rivally Pulse' engagement survey add-on (2026-03-05, exited beta 2026-09-01) [S06, S23]; opened Dublin office and made EU data residency generally available (2026-07-01) [S15]; released Microsoft Teams app v2 public preview (2026-08-20) [S19].
- 12-Month Win/Loss Record (Sept 2025 - Aug 2026):
- Total Deals: 20
- Wins: 13
- Losses: 7
- Win Rate: 65% (13/20)
- Calculation: Wins (Deal-A9FD43, Deal-7AA785, Deal-44C524, Deal-0D0CD6, Deal-D5B790, Deal-5C636E, Deal-67BE14, Deal-1B6969, Deal-F03E7B, Deal-072E31, Deal-F65C8F, Deal-E46EAB, Deal-1D2392) / Total (20) = 0.65.
Unverified:
- Rivally was acquired by WorkHuman in 2025 [existing_battlecard.md].
**Sequence Performance** - **New Logo Nurture**: Sent: 1,386 | Open: 35.4% (490/1,386) | Reply: 6.5% (90/1,386) | Meeting: 1.9% (27/1,386) | Weakest: Step 3 - **Expansion Nurture**: Sent: 875 | Open: 64.6% (565/875) | Reply: 6.7% (59/875) | Meeting: 1.3% (12/875) | Weakest: Step 3 - **Cold Outbound - HR Leaders**: Sent: 1,785 | Open: 30.5% (545/1,785) | Reply: 0.4% (8/1,785) | Meeting: 0% (0/1,785) | Weakest: Step 3 - **Cold Outbound - People Ops**: Sent: 1,163 | Open: 29.2% (340/1,163) | Reply: 2.4% (29/1,163) | Meeting: 0.5% (6/1,163) | Weakest: Step 3 **Analysis** - **Tracking Error**: Expansion Nurture Step 2 (Opened 340 > Sent 300). - **Audience Overlap**: Multiple contacts (e.g., CT-001255, CT-001103, CT-001101) are enrolled in both Cold Outbound - HR Leaders and Cold Outbound - People Ops. CT-000301 overlaps New Logo Nurture and Expansion Nurture. - **Failure Mode (Cold Outbound - HR Leaders)**: Value proposition mismatch. The open rate is healthy (30.5%), but the reply rate is critical (0.4%), indicating the content fails to resonate upon reading. **Required Changes** - **New Logo Nurture**: Refresh Step 3 content to prevent engagement decay. - **Expansion Nurture**: Refine Step 3 targeting. - **Cold Outbound - HR Leaders**: Full rewrite of the offer/messaging. - **Cold Outbound - People Ops**: Optimize Step 3 Call to Action (CTA). **Priority**: Fix **Cold Outbound - HR Leaders** first due to total meeting failure (0%) and critical reply rates.
**Weekly Marketing Goals Update (Q3-2026)** Days Elapsed: 66 / 92 (71.74%) **SQMs** - QTD Actual: 230 - Target: 300 - Delta: -70 (230 - 300) - Pace: Ahead (Actual 230 > Required 215.22 [300 * 0.7174]) **SQOs** - QTD Actual: 84 - Target: 120 - Delta: -36 (84 - 120) - Pace: Behind (Actual 84 < Required 86.09 [120 * 0.7174]) **DS2s** - QTD Actual: 40 - Target: 75 - Delta: -35 (40 - 75) - Pace: Behind (Actual 40 < Required 53.80 [75 * 0.7174]) **Closed-Lost MIA Rate** - QTD Actual: 0.20 (5 / 25) - Target: 0.10 - Delta: +0.10 (0.20 - 0.10) - Pace: Behind (Actual 0.20 > Target 0.10; lower_better) **Same-Quarter Closes** - QTD Actual: 10 - Target: 20 - Delta: -10 (10 - 20) - Pace: Behind (Actual 10 < Required 14.35 [20 * 0.7174]) **Active Pipeline Coverage** - QTD Actual: 3,000,000 - Target: 4,000,000 - Delta: -1,000,000 (3,000,000 - 4,000,000) - Pace: Ahead (Actual 3,000,000 > Required 2,869,565 [4,000,000 * 0.7174]) Data regarding weekly movement is missing; only QTD snapshots were provided.
The Q3 weighted forecast of 115,976.75 (44,729 COMMIT + 35% of 203,565 BEST_CASE) is unreliable because all 7 COMMIT deals lack documented why-buys. Review the 32 deals pushed to October to verify qualification.
Subject: Following up on our demo Hi, I'm following up on the pricing sent on August 5th for 150 seats. During our July 28 demo, your People team expressed a strong reaction to the automated milestone awards and the points catalog. Do you have any questions regarding the pricing, or are you ready to discuss the next steps? Best, Alex Franklin
Marketing hit 46 SQMs against a target of 52 (46/52 = 88.5% of goal). Shoutout to the webinar channel for delivering 18 of those SQMs, and paid search efficiency remained steady at $150 per SQM. Sales drove significant momentum with $310,000 in new pipeline created. The team converted 14 SQOs, set 9 DS2 meetings, and secured 3 same-quarter closes. Customer Success kept the momentum high with 2 renewals saved and a Team NPS of 61. The team is focused on resolving 3 open red-flag accounts heading into next week. Our PLG engine is humming with 412 new signups and a 31% activation rate. We're celebrating 38 companies that reached the "aha moment" of 10 recognition gives!
Apex Rewards Co: 2 deals, $275,000 ($180,000 + $95,000) [Deal-DDAAF2, Deal-2CF33E] HRCloud Partners: 1 deal, $140,000 [Deal-F1CDA5] CultureBridge: 2 deals, $135,000 ($60,000 + $75,000) [Deal-096E1D, Deal-067213] WorkWell Group: 0 deals, $0 Recogniq: Quiet KudosWave: Quiet PeopleFirst Advisors: Quiet TotalPerk: Quiet
Q1: Yes, customer data is encrypted at rest using AES-256. [P1] Q2: Yes, data in transit is encrypted with TLS 1.2 or higher. [P1] Q3: Yes, Bonusly maintains a SOC 2 Type II report renewed annually; it is available to prospects under NDA. [P2] Q4: Customer data is retained for 90 days after the duration of the contract. [P3] Q5: The subprocessor list is published at trust.bonusly.com; customers receive 30 days notice before a new subprocessor is added. [P4] Q6: Yes, SAML 2.0 single sign-on is available on the Enterprise plan. [P5] Q7: Production databases are backed up daily; backups are encrypted and retained for 35 days. [P6] Q8: Unanswerable. Certification documentation or a compliance matrix would answer this. Q9: Unanswerable. An SLA document or Master Service Agreement (MSA) would answer this. Q10: Unanswerable. A HIPAA compliance statement or BAA template would answer this.
(1) Overlapping Triggers:
- CRITICAL | MERGE | `comms-drafter` and `email-drafter` share duplicate ALWAYS-trigger phrases: "write me an email", "draft a follow-up", "help me reply", "what should I say", "bump email", "contract nudge".
(2) Circular Delegation:
- INFO | REVIEW | No circular delegation chains identified.
(3) Dangling Targets:
- CRITICAL | REVIEW | The following delegation targets are not present in the manifest: `bonusly-brand`, `prospect-research-multithreading`.
(4) Version Conflicts:
- INFO | REVIEW | No version conflicts identified; no duplicate skill files provided.
(5) Description Length:
- INFO | REVIEW | 0 manifest descriptions exceed 1,024 characters. (Max: 1,006).
(6) Hardcoded Values:
- WARNING | UPDATE_BODY | Hardcoded IDs, dates, and person names found in:
- `analysis-validator` (IDs: 150582536, 1175632767, 83155923, etc.; Names: Manish, Amani; Dates: May 9, 2026)
- `closed-lost-analysis` (Dates: May 2026; Companies: Softheon, Estee Lauder, etc.)
- `deal-strategy-coach` (IDs: 150582536, etc.; Date: April 2026)
- `model-selection` (Dates: 2026-05-19, Feb 2025, etc.)
- `next-to-close` (IDs: 150582536, etc.; Hubspot Org ID: 1973303)
- `partner-digest` (IDs: 73fe98de..., 1958248479, 2286616609; Names: Amani Phipps, Kelli, etc.; Date: May 16, 2026)
- `pipeline-intelligence-report` (IDs: 150582536, 1973303, etc.; Names: Bryce Harmon, Dana Mercer, etc.; Date: May 2026)
- `sales-forecast` (IDs: 73fe98de..., 2232811524, etc.; Names: Alaina, Elena; Date: April 27, 2026)
- `signalforge-feedback` (IDs: 2295136266, 2232811524, etc.)
- `stale-pipeline-report` (IDs: 150582536, C0561C1JCPJ; Date: 2026-06-10)
- `weekly-pipeline-report` (IDs: 1CLZeOsElVDF..., 1ENuaEcCuLjd...; Name: Ben Lavin; Dates: April 1, June 30, 2026)
(7) Manifest Drift:
- INFO | REVIEW | No manifest drift identified. 14 rows in manifest match 14 provided files.
1. Action: `bin/rails runner 'FeatureFlag.disable(:auto_recognition_enqueue)'` Who: Farid Osman Verification: Needs confirmation Rollback: `bin/rails runner 'FeatureFlag.enable(:auto_recognition_enqueue)'` Trace: [M04] 2. Action: Clear out the dead set via console Who: Elena Sinclair Verification: Needs confirmation Rollback: Needs confirmation Trace: [M05] 3. Action: `kubectl scale deployment/reward-worker --replicas=6` Who: Bryce Harmon Verification: `bundle exec rake sidekiq:queue_depth` returns 0 [M08] Rollback: `kubectl scale deployment/reward-worker --replicas=3` Trace: [M06] 4. Action: `bin/rails runner 'FeatureFlag.enable(:auto_recognition_enqueue)'` Who: Bryce Harmon Verification: 40 new jobs processed cleanly in the next 3 minutes Rollback: `bin/rails runner 'FeatureFlag.disable(:auto_recognition_enqueue)'` [M04] Trace: [M09] 5. Action: `kubectl scale deployment/reward-worker --replicas=3` Who: Bryce Harmon Verification: Queue stable at 0 Rollback: `kubectl scale deployment/reward-worker --replicas=6` [M06] Trace: [M10]
**Failure Sequence**
1. **First Error:** 2026-09-03T14:01:12Z — `reward-service` reported `Redis::TimeoutError: Connection to Redis at redis-primary:6379 timed out after 5s`.
2. **Cascade:**
* **2026-09-03T14:01:20Z - 14:01:40Z:** `reward-service` reports exhausted retries for `RewardGiveJob`.
* **2026-09-03T14:01:40Z - 14:06:47Z:** `sidekiq` reports `RewardGiveJob` failures and retries.
* **2026-09-03T14:02:30Z:** `sidekiq` reports "Queue reward depth above 10,000".
* **2026-09-03T14:03:05Z - 14:06:52Z:** `api-gateway` reports 502 upstream timeouts calling `reward-service`.
* **2026-09-03T14:03:30Z - 14:06:49Z:** `web-app` reports "Give form submission failed" due to 502s from `api-gateway`.
**Service and Job Involved**
* **Service:** `reward-service` (root cause), `sidekiq` (job processing), `api-gateway` (routing), `web-app` (frontend).
* **Job:** `RewardGiveJob` (primary failure); `RecognitionDigestJob` also failed with `Redis::TimeoutError` between 14:02:36Z and 14:05:50Z (per `sidekiq_jobs.csv`).
**Datadog Query**
`service:reward-service status:error "Redis::TimeoutError"`
**What the logs do not show**
The logs do not show the root cause of the Redis connection timeout (e.g., Redis server crash, network partition, or resource exhaustion) nor the specific number of users impacted by the "Give form submission" failures.
- recognition_streaks_v2: Controls StreakTracker.record(give). State: on. Targets: segment:beta_companies (42 companies). Rule: segment:beta_companies. - points_budget_guardrails: Controls BudgetService.new(company).enforce!(giver, points). State: on. Targets: all_companies (220 companies). Rule: all_companies. - slack_dm_nudges: Controls SlackDm.send_nudge(user). State: on. Targets: segment:region_na (87 companies). Rule: segment:region_na. - redeem_flow_redesign: Controls RedeemV2Component vs RedeemV1Component rendering. State: off. Targets: targeted_list (12 companies). Rule: targeted_list. - analytics_dashboard_v3: Controls AnalyticsV3.new(company). State: on. Targets: segment:tier_three (65 companies). Rule: segment:tier_three. - ms_teams_app_v2: Controls TeamsAppV2.install(company). State: off. Targets: targeted_list (9 companies). Rule: targeted_list. - legacy_give_modal: No code reference. State: off. Targets: segment:legacy_plan (14 companies). Rule: segment:legacy_plan. - survey_boosters_q3: No code reference. State: on. Targets: segment:legacy_plan (7 companies). Rule: segment:legacy_plan. - paused_offboard_cleanup: No code reference. State: off. No targets (0 companies). Rule: [missing].
NDA-1: GREEN. Standard terms and carve-outs. "Governing law: the laws of the State of Delaware, USA." NDA-2: YELLOW. Contains embedded non-solicit. "neither party shall solicit for employment or hire any employee of the other party with whom it came into contact under this Agreement." NDA-3: RED. One-way obligations, non-compete, foreign governing law, and missing carve-outs. "Recipient shall not, directly or indirectly, engage in or provide services to any business that competes with Discloser's business."