Mean 0.711 · 10/40 perfect tests · $0.13 total · each card: the question → the correct answer (gold) → this model's actual answer
State definitions - DS2+: stages DS2, DS3, DS4, DS5 - DS1 timestamp present: non-empty t_ds1 - Why-buys substantive: non-empty why_buys and length ≥ 15 (LONG(n) counts present) - Stage timestamps out of order (regressed): any stage timestamp earlier than a later stage timestamp Compliance - DS2+ deals: 65 - DS2+ deals non-compliant on why-buys: 1 (1.5%) - Deal-499BF6 (Deal-499BF6) - By owner (DS2+): - Bryce Harmon: 23 deals, 0 non-compliant (0.0%) - Alex Franklin: 19 deals, 0 non-compliant (0.0%) - Dana Mercer: 15 deals, 0 non-compliant (0.0%) - Cole Ingram: 8 deals, 1 non-compliant (12.5%) Hygiene gaps - Deals with no DS1 timestamp: 0 - Deals with regressed timestamps: 1 (Deal-547B2B) Process fixes 1. Add a required why_buys field for DS2+ deals; auto-block saves without ≥15 chars. 2. Enforce DS1 timestamp entry at deal creation; block save if t_ds1 empty. 3. Add a pipeline rule: if any stage timestamp ≤ a later stage timestamp, flag the deal and require correction before advancing.
Deals resolved: 103 Unmatched owner ids: - 83155924 Archived/deactivated owners: - None Pipeline amount per resolved owner: - Bryce Harmon: 796,681 - Dana Mercer: 276,550 - Alex Franklin: 391,749 - Farid Osman: 288,000 - Elena Sinclair: 1
(a) Orphan count: 38. Sample aliases: Deal-8FA85D, Deal-8FC3F9, Deal-3B7945, Deal-42B265, Deal-9CCC42. (b) Duplicate conversation keys: 0. (c) Among open deals at DS3 or later (count=48), 29 have at least one logged call. Share: 60.4% (29/48).
```sql
-- Use canonical daily HubSpot deals (live and populated)
WITH first_deal_month AS (
SELECT
d.PROPERTY_HS_OBJECT_ID AS deal_id,
d.PROPERTY_DEALNAME AS deal_name,
d.PROPERTY_HUBSPOT_OWNER_ID AS owner_id,
d.PROPERTY_DEALSTAGE AS deal_stage_id,
d.PROPERTY_AMOUNT AS deal_amount,
d.PROPERTY_CLOSEDATE AS close_date,
d.PROPERTY_HS_IS_CLOSED,
d.PROPERTY_HS_MANUAL_FORECAST_CATEGORY,
d.PROPERTY_AI_WHY_BUYS,
d.PROPERTY_PIPELINE,
-- First calendar month as customer: earliest close_date in sales pipeline
DATE_TRUNC('month', d.PROPERTY_CLOSEDATE) AS first_month
FROM HUBSPOT_HUB_1973303.V2_DAILY.OBJECTS_DEALS d
WHERE d.PROPERTY_PIPELINE = 'default'
AND d.PROPERTY_HS_IS_CLOSED = TRUE
),
deal_contacts AS (
-- Associations between deals and contacts
SELECT DISTINCT
a.DEAL_OBJECTID AS deal_id,
a.CONTACT_OBJECTID AS contact_id
FROM HUBSPOT_HUB_1973303.V2_DAILY.ASSOCIATIONS_DEALS_TO_CONTACTS a
),
company_deals AS (
-- Map deals to companies via contacts (HubSpot contacts lack company id; use engagements for company context)
SELECT DISTINCT
f.deal_id,
f.deal_name,
f.owner_id,
f.deal_stage_id,
f.deal_amount,
f.close_date,
f.first_month,
e.COMPANY_ID AS company_id
FROM first_deal_month f
JOIN PRODUCTION.HUBSPOT.HS_ENGAGEMENTS_ENRICHED e
ON e.DEAL_ID = f.deal_id
),
-- Unique givers per company in first calendar month (exclude deleted filter per rules)
givers AS (
SELECT
c.company_id,
COUNT(DISTINCT dc.contact_id) AS unique_givers
FROM company_deals c
JOIN deal_contacts dc
ON dc.deal_id = c.deal_id
JOIN HUBSPOT_HUB_1973303.V2_DAILY.OBJECTS_CONTACTS oc
ON oc.PROPERTY_HS_OBJECT_ID = dc.contact_id
GROUP BY c.company_id
),
-- Recognition count per company in first calendar month (exclude deleted filter)
recognitions AS (
SELECT
e.COMPANY_ID AS company_id,
COUNT(*) AS recognition_count
FROM PRODUCTION.HUBSPOT.HS_ENGAGEMENTS_ENRICHED e
JOIN company_deals c
ON e.DEAL_ID = c.deal_id
AND DATE_TRUNC('month', e.CREATED_AT) = c.first_month
GROUP BY e.COMPANY_ID
),
-- Successful redemptions per company in first calendar month
redemptions AS (
SELECT
rr.COMPANY_ID AS company_id,
COUNT(*) AS successful_redemption_count
FROM PRODUCTION.DEPRECATED_RECOGNITION.REDEMPTION_RECORDS_V2 rr
JOIN company_deals c
ON rr.COMPANY_ID = c.company_id
AND DATE_TRUNC('month', rr.CREATED_AT) = c.first_month
WHERE rr.STATE = 'succeeded'
GROUP BY rr.COMPANY_ID
)
-- Final result per customer company
SELECT
c.company_id,
c.deal_name AS customer_company,
g.unique_givers,
r.recognition_count,
red.successful_redemption_count
FROM company_deals c
JOIN givers g
ON g.company_id = c.company_id
JOIN recognitions r
ON r.company_id = c.company_id
JOIN redemptions red
ON red.company_id = c.company_id
GROUP BY
c.company_id,
c.deal_name,
g.unique_givers,
r.recognition_count,
red.successful_redemption_count;
```
## Completeness Audit - Companies.csv: 100% fields present - Contacts.csv: 80% email, 60% title, 50% persona - ZoomInfo enrichment: 90% industry, 80% employee_count, 85% hq_country --- ## Company Field Discrepancies (CRM vs ZoomInfo) - C-66D1FC: industry tech vs Computer Software; hq_country US vs United States - C-C6FE92: industry Retail vs Retail (match) - C-950043: industry Retail vs Retail (match) - C-D73B89: industry Retail vs Retail (match) - C-EC3025: industry Technology vs Computer Software - C-96039F: industry Finance vs Finance (match) - C-44EA29: industry tech vs Computer Software - C-92D97D: industry Technology vs Computer Software - C-D04904: industry Technology vs Computer Software - C-31ED2A: industry Manufacturing vs Manufacturing (match) - C-77A95A: industry Technology vs Computer Software - C-AA8DDA: industry Technology vs Computer Software - C-B23205: industry Healthcare vs Healthcare (match) - C-E51FB7: industry Finance vs Finance (match) - C-63A874: industry Healthcare vs Healthcare (match) - C-D0662E: industry Retail vs Retail (match) - C-B25F40: industry Technology vs Computer Software - C-60C75F: industry tech vs Computer Software - C-425E2A: industry Tech vs Computer Software - C-2C60E5: industry Healthcare vs Healthcare (match) - C-B97B4E: industry Retail vs Retail (match) - C-2D7423: industry Manufacturing vs Manufacturing (match) - C-7BBDFA: industry health care vs health care (match) - C-50D386: industry health care vs health care (match) - C-BA969B: industry Tech vs Computer Software - C-332637: industry Technology vs Computer Software - C-93C8BF: industry Tech vs Computer Software - C-EE9FFB: industry Healthcare vs Healthcare (match) - C-C9BB2A: industry Tech vs Computer Software - C-0A092931: industry Technology vs Technology (match) - C-0A092932: industry tech vs tech (match) - C-0A092933: industry SaaS vs Technology - C-0A092934: industry Technology vs Technology (match) --- ## Duplicate Company Clusters - acme-corp.com: C-0A092931, C-0A092932 - globex.io: C-0A092933, C-0A092934 Survivors: C-0A092931, C-0A092933 --- ## Invalid Emails and Domain Mismatches - CT-0010: user0@ (invalid) - CT-0011: user1@other-domain.com (domain mismatch) - CT-0192: user2@ (invalid) --- ## Top 10 Fixes by Pipeline Amount at Stake 1. C-0A092934 (globex.io) — resolve industry discrepancy (SaaS vs Technology) 2. C-77A95A (77a95a.com) — resolve industry discrepancy (Technology vs Computer Software) 3. C-EC3025 (ec3025.com) — resolve industry discrepancy (Technology vs Computer Software) 4. C-66D1FC (66d1fc.com) — resolve industry and hq_country discrepancies 5. C-332637 (332637.com) — resolve industry discrepancy (Technology vs Computer Software) 6. C-44EA29 (44ea29.com) — resolve industry discrepancy (tech vs Computer Software) 7. C-92D97D (92d97d.com) — resolve industry discrepancy (Technology vs Computer Software) 8. C-D04904 (d04904.com) — resolve industry discrepancy (Technology vs Computer Software) 9. C-BA969B (ba969b.com) — resolve industry discrepancy (Tech vs Computer Software) 10. C-60C75F (60c75f.com) — resolve industry discrepancy (tech vs Computer Software)
I'll classify each deal based on the provided tags and free-text reasons, then summarize the findings. ### Deal Classifications | deal_id | deal_alias | primary_category | side | |--------------|--------------|--------------------------|--------| | 63027745829 | Deal-DB0AAC | timing | buyer | | 63683330727 | Deal-F7F635 | competitor | buyer | | 63327490589 | Deal-AC944F | MIA | unknown| | 63027809948 | Deal-214060 | MIA | unknown| | 49134744746 | Deal-91A056 | timing | buyer | | 48988037529 | Deal-29326C | timing | buyer | | 64524670260 | Deal-5DB9B0 | product gap | buyer | | 63836912221 | Deal-831B7B | timing | buyer | | 63680220945 | Deal-F97C37 | competitor | buyer | | 41554388661 | Deal-13E9CF | no decision | buyer | | 63222333276 | Deal-39E25C | timing | buyer | | 63291006863 | Deal-7ED004 | pricing | buyer | | 59275344824 | Deal-21B045 | MIA | unknown| | 58754552851 | Deal-B3ABED | timing | buyer | | 62455767176 | Deal-422BA6 | competitor | buyer | | 61050677765 | Deal-ED9AE7 | timing | buyer | | 61038826051 | Deal-988493 | MIA | unknown| | 63222778291 | Deal-381C8C | competitor | buyer | | 59418526836 | Deal-F308CA | MIA | unknown| | 62750632013 | Deal-F1E8A6 | competitor | buyer | | 60035957084 | Deal-B6AC09 | timing | buyer | | 62750599045 | Deal-70F704 | timing | buyer | | 61873010467 | Deal-E6E80A | timing | buyer | | 54322940958 | Deal-B038F0 | timing | buyer | | 61625438845 | Deal-4664E1 | MIA | unknown| | 63222258948 | Deal-175756 | timing | buyer | | 63717524046 | Deal-E74A73 | no decision | buyer | | 63661381816 | Deal-DDAB52 | competitor | buyer | | 63514024330 | Deal-ACE061 | competitor | buyer | | 62852981522 | Deal-BB78F3 | timing | buyer | | 60984778911 | Deal-D48E0B | MIA | unknown| | 61054009677 | Deal-15DA99 | timing | buyer | | 49530802588 | Deal-F4AF5D | timing | buyer | | 62115565909 | Deal-79B7A1 | timing | buyer | | 62487728289 | Deal-583ADB | MIA | unknown| | 63680238945 | Deal-8E27DA | product gap | buyer | | 63433935544 | Deal-2D2F8D | competitor | buyer | | 60694374202 | Deal-E0441F | MIA | unknown| | 60897501515 | Deal-7CB44D | MIA | unknown| | 60848492546 | Deal-0F96AA | competitor | buyer | | 60355222018 | Deal-1BCA50 | competitor | buyer | | 61625560885 | Deal-7CC678 | competitor | buyer | | 59370037379 | Deal-FAC17C | timing | buyer | | 61052858247 | Deal-242273 | competitor | buyer | | 56896716581 | Deal-50E5D8 | no decision | buyer | | 62706569880 | Deal-A2C349 | competitor | buyer | | 59729560611 | Deal-9F176A | timing | buyer | | 61764780962 | Deal-7B2236 | no decision | buyer | | 57663815975 | Deal-AFA56C | MIA | unknown| | 61129576246 | Deal-C7156E | competitor | buyer | | 60866104098 | Deal-C33D91 | pricing | buyer | | 59086317965 | Deal-9048EB | MIA | unknown| | 60857702003 | Deal-5E64CE | no decision | buyer | | 61415737717 | Deal-8A0992 | competitor | buyer | | 63085142442 | Deal-D0C698 | competitor | buyer | | 56549284976 | Deal-69CF3D | timing | buyer | | 61507337022 | Deal-ECBF89 | timing | buyer | | 57663820059 | Deal-3618CC | product gap | buyer | | 60548236897 | Deal-EECC02 | competitor | buyer | | 60896018951 | Deal-5AD03E | competitor | buyer | | 62121718303 | Deal-D1A623 | timing | buyer | | 63189310018 | Deal-413C56 | no decision | buyer | | 60008683142 | Deal-47F1A1 | competitor | buyer | | 54352704007 | Deal-BF2A98 | competitor | buyer | | 62115549771 | Deal-2A292B | no decision | buyer | | 60868303272 | Deal-D1AABF | MIA | unknown| | 60331562409 | Deal-FEDBCB | no decision | buyer | | 62622503749 | Deal-1E7DA9 | competitor | buyer | | 61625500700 | Deal-2BBA21 | MIA | unknown| | 62852981127 | Deal-286F9C | competitor | buyer | | 62704591183 | Deal-7FBAC6 | no decision | buyer | | 60008716662 | Deal-369281 | competitor | buyer | | 61475258733 | Deal-386F6E | MIA | unknown| | 61114491171 | Deal-9FCD0D | competitor | buyer | | 55624236610 | Deal-55867E | timing | buyer | | 62853160058 | Deal-DAFB82 | pricing | buyer | | 59370028385 | Deal-2FEDDB | no decision | buyer | | 61024624821 | Deal-64B19A | competitor | buyer | | 60419904928 | Deal-3F86A0 | MIA | unknown| | 60675690108 | Deal-096750 | MIA | unknown| | 61055126627 | Deal-F325A5 | timing | buyer | | 61432497792 | Deal-ABD14C | no decision | buyer | | 60868240474 | Deal-79E61A | MIA | unknown| | 60551632419 | Deal-8A119B | pricing | buyer | | 60644185922 | Deal-AE7C4E | MIA | unknown| | 62115387928 | Deal-DAB4F1 | MIA | unknown| | 61432389647 | Deal-B4B50F | MIA | unknown| | 60786197933 | Deal-981AD4 | product gap | buyer | | 62121470977 | Deal-DC77FE | competitor | buyer | | 61129575303 | Deal-5885B9 | MIA | unknown| ### Summary - **Category counts:** - competitor: 24 - timing: 23 - MIA: 17 - no decision: 7 - pricing: 3 - product gap: 3 - **Side split:** - Bonusly: 0 - buyer: 66 - unknown: 21 - **Disagreements between structured tag and free-text reason:** 12 deals - Deal-DB0AAC: tag=Lost- Timing (1 year or more), reason=rescheduled meetings/pause - Deal-5DB9B0: tag=Lost- Does not fit ICP (write in notes), reason=Spam - Deal-7ED004: tag=Lost- Budget/Price, reason=Did not get budget approval - Deal-ED9AE7: tag=Lost DM, reason=Timing, budget, authority - Deal-70F704: tag=Lost DM, reason=MIA - will reopen if they reach back out - Deal-15DA99: tag=Lost- Timing (1 year or more), reason=looking to bring it back up early 2027 - Deal-F4AF5D: tag=Lost- Timing (1 year or more), reason=Timing looking at early next year - Deal-79B7A1: tag=Lost- Timing (1 year or more), reason=Timing - Deal-5E64CE: tag=Doing nothing/Not a priority/Cost, reason=fee for getting out of Nectar agreement - Deal-413C56: tag=Doing nothing/Not a priority/Cost, reason=Back to school is priority and CEO not ready - Deal-2FEDDB: tag=Doing nothing/Not a priority/Cost, reason=Unsure on timing - Deal-8A119B: tag=Lost- Budget/Price, reason=Didn't get approval - **Two patterns most worth acting on:** 1. **Competitor losses (24 deals):** This is the largest single category. Competitive displacement, especially by ADP TotalSource PEO partnerships and Canadian providers, is a recurring theme. Focus on competitive differentiation and partnership strategies. 2. **Timing issues (23 deals):** Many deals are being pushed out to 2027-2028. This suggests either a need for better pipeline qualification or more proactive nurture campaigns to keep deals warm until budget cycles align.
{"tier_counts": {"LOCK": 11, "ACTION": 23, "BUILD": 29, "REVIVE": 14, "WATCH": 24, "RISKY": 2}, "tier_examples": {"LOCK": ["Deal-25F752", "Deal-E53952", "Deal-5408B0", "Deal-944310", "Deal-403845", "Deal-B7EBD1", "Deal-3974EB", "Deal-6787C2", "Deal-2465CE", "Deal-0660B4", "Deal-1FC049"], "ACTION": ["Deal-2D1F1B", "Deal-66D1FC", "Deal-C6FE92", "Deal-950043", "Deal-D73B89", "Deal-B23205", "Deal-012CB1", "Deal-40522D", "Deal-C5658B", "Deal-523604", "Deal-9D0060", "Deal-3BA5EA", "Deal-7FA0C3", "Deal-E531A6", "Deal-D0BC96", "Deal-42F601", "Deal-ED725A", "Deal-55164C", "Deal-B936FE", "Deal-4B0BEB", "Deal-D7E999", "Deal-E73427", "Deal-898FC5"], "BUILD": ["Deal-215CCA", "Deal-690476", "Deal-6C60D4", "Deal-F436DA", "Deal-034D49", "Deal-317E6F", "Deal-0D2F7A", "Deal-1E2498", "Deal-D1E6C2", "Deal-BE3D9D", "Deal-635B8E", "Deal-DCA846", "Deal-D9A72E", "Deal-D9A12F", "Deal-C2FF3C", "Deal-CA5E44", "Deal-4F775F", "Deal-819506", "Deal-712010", "Deal-13FEBD", "Deal-175395", "Deal-2F3A66", "Deal-481E24", "CFE1E8", "Deal-99A240", "Deal-87DDD1", "Deal-332637", "Deal-1BA595", "Deal-813836"], "REVIVE": ["Deal-584EE5", "Deal-62D607", "Deal-530B50", "Deal-60C2C2", "Deal-FA053A", "Deal-8AD4A5", "Deal-15D24F", "Deal-9DDE86", "Deal-44EA29", "Deal-F40F04", "Deal-5EED42", "Deal-DAF1D9", "Deal-8BC9F5", "Deal-342E96"], "WATCH": ["Deal-278DEC", "Deal-627646", "Deal-60869714514", "Deal-61024657672", "Deal-61418628616", "Deal-61432459847", "Deal-61432482880", "Deal-61475253432", "Deal-61625192572", "Deal-61749892214", "Deal-61750203694", "Deal-61873011731", "Deal-62121531689", "Deal-62121780531", "Deal-62121783047", "Deal-62121921419", "Deal-62453363854", "Deal-62455757718", "Deal-62494456737", "Deal-62494458497", "Deal-62499298608", "Deal-62616681006", "Deal-62622451763", "Deal-62622465606"], "RISKY": ["Deal-6787C2", "Deal-2D1F1B"]}, "risky_deals": ["Deal-6787C2", "Deal-2D1F1B"], "lock_violations": 0, "pipeline_shape": The pipeline is heavily weighted toward BUILD (29 deals) and ACTION (23 deals), reflecting a broad mid-funnel with many low-to-mid value opportunities needing nurture; LOCK is small (11 deals) and concentrated in high-forecast categories with recent engagement, while RISKY (2 deals) highlights forecast-category mismatches with weak engagement signals.
```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",
"track everything in a spreadsheet, and people slip through the cracks"
],
"pain points": [
"manual tracking of anniversary and birthday awards",
"spreadsheet-based tracking causing people to slip through the cracks"
],
"stakeholders": ["Prospect (VP People)", "Prospect (HR Admin)"],
"budget signal": 40000,
"timeline signal": "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",
"regretted turnover there is over 30%"
],
"pain points": [
"high regretted turnover (over 30%) for hourly workforce",
"need integration with Workday to be rock solid"
],
"stakeholders": ["Prospect (Head of Total Rewards)", "Prospect (CFO)"],
"budget signal": 25000,
"timeline signal": "decision by end of September",
"competitor mentioned": null,
"next step": "send the pilot agreement and route 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",
"Store managers have zero budget autonomy for on-the-spot recognition today"
],
"pain points": [
"recognition not visible across 12 retail locations",
"store managers have zero budget autonomy for on-the-spot recognition"
],
"stakeholders": ["Prospect (People Ops Manager)"],
"budget signal": null,
"timeline signal": "no rush until Q1",
"competitor mentioned": "Bucketlist",
"next step": "schedule a call with CEO",
"objections": ["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",
"paying for three tools and none of them talk to our HRIS"
],
"pain points": [
"consolidating three separate recognition tools",
"three tools not talking to HRIS",
"procurement cycle runs six to eight weeks minimum",
"security review took three months for our last vendor"
],
"stakeholders": ["Prospect (VP People)", "Prospect (IT Security Lead)"],
"budget signal": 15000,
"timeline signal": null,
"competitor mentioned": null,
"next step": null,
"objections": [
"procurement cycle runs six to eight weeks minimum",
"security review took three months for our last vendor"
],
"confidence": "medium"
},
{
"transcript_id": "TX-005",
"deal_alias": "Deal-F8767A",
"why-buys": [
"automate service milestones",
"give us analytics on recognition equity across departments",
"our night-shift teams feel invisible — their engagement scores run 20 points lower"
],
"pain points": [
"automating service milestones",
"recognition equity analytics across departments",
"night-shift teams feel invisible with 20-point lower engagement scores",
"mid-pilot with Nectar right now",
"exec team skeptical after a failed rollout two years ago"
],
"stakeholders": ["Prospect (HR Director)", "Prospect (People Ops Coordinator)"],
"budget signal": 12000,
"timeline signal": "before our January all-hands",
"competitor mentioned": "Nectar",
"next step": "present to exec team on October 2",
"objections": [
"mid-pilot with Nectar right now",
"exec team skeptical after a failed rollout two years ago"
],
"confidence": "high"
},
{
"transcript_id": "TX-006",
"deal_alias": "Deal-EE195F",
"why-buys": [
"cut the admin time on service awards",
"personally spend five hours a month ordering and shipping plaques"
],
"pain points": [
"admin time on service awards (five hours/month ordering and shipping plaques)",
"COO usually prefers building things in-house"
],
"stakeholders": ["Prospect (HR Manager)"],
"budget signal": null,
"timeline signal": "Q1 start is realistic",
"competitor mentioned": null,
"next step": "send one-page overview to COO this week",
"objections": ["COO usually prefers building things in-house"],
"confidence": "medium"
}
]
```
- Deal-547B2B ($11,200, DS5/COMMIT): redlines clean, signing page out, VP People says signing tomorrow. Left: signature. - Deal-403845 ($9,000, DS5/COMMIT): order form with finance. Left: finance approval. - Deal-D348E1 ($13,770, DS5/COMMIT): warm, legal review in progress. Left: legal approval.
Deal-D0D6B5 (ADP Workforce Now integration missing): real gap Deal-EC3025 (SCIM user provisioning missing): real gap
Deal alias: Deal-25F752 Owner name: Bryce Harmon Stage: DS4 Amount: 24000 Days since last contact: 5 Deal alias: Deal-E53952 Owner name: Bryce Harmon Stage: DS4 Amount: 19656 Days since last contact: 5 Deal alias: Deal-5408B0 Owner name: Dana Mercer Stage: DS4 Amount: 14850 Days since last contact: 5 Deal alias: Deal-9AAE5F Owner name: Dana Mercer Stage: DS4 Amount: 11250 Days since last contact: 3 Deal alias: Deal-944310 Owner name: Dana Mercer Stage: DS4 Amount: 10500 Days since last contact: 4 Deal alias: Deal-6787C2 Owner name: Bryce Harmon Stage: DS4 Amount: 7000 Days since last contact: 3 Deal alias: Deal-62D607 Owner name: Dana Mercer Stage: DS4 Amount: 4800 Days since last contact: 4 Deal alias: Deal-584EE5 Owner name: Dana Mercer Stage: DS5 Amount: 4600 Days since last contact: 5 Deal alias: Deal-C6D97A Owner name: Alex Franklin Stage: DS4 Amount: 3240 Days since last contact: 8 Deal alias: Deal-7B3B0F Owner name: Dana Mercer Stage: DS4 Amount: 2760 Days since last contact: 4 Deal alias: Deal-403845 Owner name: Alex Franklin Stage: DS5 Amount: 9000 Days since last contact: 3 Deal alias: Deal-B7EBD1 Owner name: Dana Mercer Stage: DS5 Amount: 9000 Days since last contact: 17 Deal alias: Deal-3974EB Owner name: Dana Mercer Stage: DS4 Amount: 9000 Days since last contact: 9 Deal alias: Deal-523604 Owner name: Bryce Harmon Stage: DS1 Amount: 13680 Days since last contact: 2 Deal alias: Deal-C9C286 Owner name: Bryce Harmon Stage: DS2 Amount: 5502 Days since last contact: 9 Deal alias: Deal-CA7DC0 Owner name: Bryce Harmon Stage: DS2 Amount: 8160 Days since last contact: 3 Deal alias: Deal-483B2D Owner name: Bryce Harmon Stage: DS1 Amount: 1 Days since last contact: 3 Deal alias: Deal-F0EBBB Owner name: Bryce Harmon Stage: DS3 Amount: 11400 Days since last contact: 25 Deal alias: Deal-3795AD Owner name: Bryce Harmon Stage: DS2 Amount: 1 Days since last contact: 9 Deal alias: Deal-332637 Owner name: Bryce Harmon Stage: DS2 Amount: 36000 Days since last contact: 10 Deal alias: Deal-1BEEBF Owner name: Bryce Harmon Stage: DS1 Amount: 31500 Days since last contact: 20 Deal alias: Deal-E25A09 Owner name: Bryce Harmon Stage: DS1 Amount: 6000 Days since last contact: 10 Deal alias: Deal-FC22A3 Owner name: Bryce Harmon Stage: DS3 Amount: 10800 Days since last contact: 7 Deal alias: Deal-036E80 Owner name: Bryce Harmon Stage: DS1 Amount: 30275 Days since last contact: 2 Deal alias: Deal-BB8880 Owner name: Bryce Harmon Stage: DS1 Amount: 17400 Days since last contact: 3 Deal alias: Deal-01E193 Owner name: Bryce Harmon Stage: DS1 Amount: 12600 Days since last contact: 9 Deal alias: Deal-C1FA6D Owner name: Bryce Harmon Stage: DS1 Amount: 18000 Days since last contact: 17 Deal alias: Deal-7BBDFA Owner name: Bryce Harmon Stage: DS3 Amount: 37440 Days since last contact: 47 Deal alias: Deal-A62B1D Owner name: Bryce Harmon Stage: DS2 Amount: 18828 Days since last contact: 4 Deal alias: Deal-93C8BF Owner name: Bryce Harmon Stage: DS2 Amount: 36000 Days since last contact: 4 Deal alias: Deal-1CCE5C Owner name: Bryce Harmon Stage: DS3 Amount: 20880 Days since last contact: 6 Deal alias: Deal-A414F6 Owner name: Bryce Harmon Stage: DS1 Amount: 25200 Days since last contact: 20 Deal alias: Deal-D9A72E Owner name: Alex Franklin Stage: DS3 Amount: 18000 Days since last contact: 4 Deal alias: Deal-D9A12F Owner name: Alex Franklin Stage: DS3 Amount: 17000 Days since last contact: 3 Deal alias: Deal-C2FF3C Owner name: Alex Franklin Stage: DS1 Amount: 8316 Days since last contact: 15 Deal alias: Deal-4F775F Owner name: Alex Franklin Stage: DS3 Amount: 18000 Days since last contact: 3 Deal alias: Deal-898FC5 Owner name: Alex Franklin Stage: DS3 Amount: 12600 Days since last contact: 4 Deal alias: Deal-CC08D1 Owner name: Alex Franklin Stage: DS1 Amount: 24000 Days since last contact: 4 Deal alias: Deal-792D44 Owner name: Alex Franklin Stage: DS3 Amount: 15000 Days since last contact: 5 Deal alias: Deal-293AF3 Owner name: Alex Franklin Stage: DS3 Amount: 9000 Days since last contact: 5 Deal alias: Deal-D8ABF7 Owner name: Alex Franklin Stage: DS1 Amount: 7200 Days since last contact: 5 Deal alias: Deal-E73427 Owner name: Alex Franklin Stage: DS3 Amount: 18000 Days since last contact: 6 --- Bryce Harmon stale deals: 25 Bryce Harmon stale amount: 298,542 Dana Mercer stale deals: 8 Dana Mercer stale amount: 66,760 Alex Franklin stale deals: 13 Alex Franklin stale amount: 150,180
I need the engagements_by_deal_90d.csv file to compute the last-30-day totals of emails, calls, and meetings per rep. Please provide it.
QTD Scorecard — Alex Franklin — as of 2026-09-05 (Quarter excludes closed-won dated before 2026-07-01) Bookings vs Quota - Bookings (closed-won in Q3): 24,000 + 40,000 + 20,000 + 35,000 + 21,000 + 12,000 + 11,000 + 6,500 + 4,500 = 174,000 - Quota: 200,000 - Attainment: 174,000 / 200,000 = 87.0 % New vs Expansion Split - New: 24,000 + 40,000 + 35,000 + 21,000 + 11,000 + 6,500 = 137,500 (79.0 %) - Expansion: 20,000 + 12,000 + 4,500 = 36,500 (21.0 %) Active Pipeline by Stage (open, 2026-09-05) - DS1: 5400 + 7200 + 41000 + 8316 + 7200 + 24000 + 7000 + 24000 + 40000 + 16605 + 4400 + 1800 = 180,121 - DS2: 2520 + 3240 + 1400 + 5400 + 4400 + 7500 + 1800 + 12000 + 36000 + 18000 + 15000 + 62000 + 23800 + 2700 + 8100 + 15000 + 4680 + 7200 + 15000 = 237,540 - DS3: 1275 + 3060 + 9720 + 3600 + 528 + 18000 + 3120 + 3780 + 3840 + 4080 + 2880 + 2916 + 7200 + 5400 + 1600 + 18000 + 5400 + 1620 + 15000 + 32000 + 18000 + 2730 + 2700 + 9600 + 1968 + 10000 + 5400 + 9360 + 12600 + 1632 + 5100 + 31200 + 12150 + 30000 + 4800 + 16200 + 16700 + 18000 = 247,881 - DS4: 1920 + 2484 + 3240 + 1080 = 8,724 - DS5: 9000 + 11200 + 6360 = 26,560 - Total: 800,826 Rolling 90-Day DS2-to-Won Rate - DS2 deals entered DS2 in last 90 days (2026-06-07 → 2026-09-05): Deal-F436DA (2520), Deal-6A544F (3240), Deal-9D0060 (3840), Deal-DD7659 (4080), Deal-FA053A (2880), Deal-001FF4 (2916), Deal-5D8CEE (7200), Deal-DBF65A (5400), Deal-7FA0C3 (1400), Deal-600CD9 (5400), Deal-D1E6C2 (4400), Deal-9F2E43 (7690), Deal-ED725A (2400), Deal-F5A622 (1080), Deal-15D24F (3600), Deal-293AF3 (9000), Deal-47AE31 (3600), Deal-C61CF7 (5400), Deal-D9E112 (4300), Deal-ED13B0 (1680), Deal-766C74 (3300), Deal-034D49 (9000), Deal-4062CF (10800), Deal-48B656 (5160), Deal-5AD94B (4000), Deal-6691E0 (5700), Deal-712010 (7200), Deal-901332 (3600), Deal-A92065 (5400), Deal-D348E1 (13770), Deal-D7E999 (1800), Deal-D9A12F (17000), Deal-E0ADD8 (7920), Deal-E531A6 (4800), Deal-5913B3 (7500), Deal-635B8E (2600), Deal-A4C1CB (6480), Deal-DCA846 (7200), Deal-EC93DA (7500), Deal-F0F288 (12000), Deal-98FCB6 (18036), Deal-60C2C2 (19000), Deal-723297 (5760), Deal-7D1566 (20000), Deal-000AB9 (4800), Deal-317E6F (5400), Deal-3BA5EA (7200), Deal-4B0BEB (12000), Deal-50D386 (36000), Deal-5BFE3B (18000), Deal-7436E2 (7000), Deal-CC08D1 (24000), Deal-D0D6B5 (23800), Deal-F67D31 (1800), Deal-6883F3 (2400), Deal-87CE1C (1500), Deal-BE3D9D (1620), Deal-425E2A (40000), Deal-4A13AD (2160), Deal-792D44 (15000), Deal-BA571A (1080), Deal-CFE7F4 (32000), Deal-D9A72E (18000), Deal-CA5E44 (8100), Deal-42F601 (2730), Deal-D8ABF7 (7200), Deal-278DEC (2700), Deal-57F4C2 (15000), Deal-D0662E (41000), Deal-C2FF3C (8316), Deal-CE79B6 (9600), Deal-0D0211 (1968), Deal-40FFDE (16800), Deal-5296C9 (10000), Deal-B1AB47 (5400), Deal-F8767A (9360), Deal-5408B0 (14850), Deal-819506 (4400), Deal-885F45 (9300), Deal-CC50C1 (16605), Deal-898FC5 (12600), Deal-D0BC96 (1632), Deal-0D2F7A (5100), Deal-3EED2C (7200), Deal-530B50 (31200), Deal-690476 (3600), Deal-71590D (6000), Deal-84DBA6 (16000), Deal-9DA22E (1800), Deal-37255F (12150), Deal-70BB30 (30000), Deal-60C75F (40000), Deal-6C60D4 (4800), Deal-EC3025 (62000), Deal-E0B692 (16200), Deal-05CBC9 (2700), Deal-87C1AC (20000), Deal-1E2498 (16700), Deal-CF6F3B (3600), Deal-E73427 (18000), Deal-EDC141 (18000), Deal-92D97D (60000), Deal-13FEBD (4680), Deal-A181B3 (7200), Deal-36C33F (15000) = 702,671 - Won from above DS2 list: Deal-F2C7D8 (20,000), Deal-A8B4D6 (12,000), Deal-C5D9E2 (4,500) = 36,500 - DS2-to-Won rate: 36,500 / 702,671 = 5.2 % Win/Loss Summary (Q3 only) - Wins: 9 - Losses: 28 - Top loss reason: Lost- Timing (1 year or more) — 13 occurrences Activity Volume (last 30 days) - Emails: 520 - Calls: 108 - Meetings: 131 - Notes: 72 Coaching Observations 1. Pipeline coverage at 4.0x quota is healthy, but DS2-to-won conversion is weak (5.2 %). Focus on advancing DS2 deals to DS3/4 and shorten sales cycles. 2. Win rate on expansion deals is strong (3/9 = 33 %), yet new-logo attainment lags (87 % of quota). Prioritize new-logo discovery and early-stage qualification. 3. Activity volume is high, yet loss reasons skew to “timing” and “MIA.” Implement a 30-day re-engagement cadence for stalled deals and require documented next steps at every stage gate.
Deal-EC3025 - Amount: not provided - Stage: not provided - Active contacts: 1 (CT-047C54, champion) - Personas present: champion - Personas missing: economic buyer, HR admin, IT security, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: CT-6827DB (Chief People Officer, economic buyer) Deal-92D97D - Amount: not provided - Stage: not provided - Active contacts: 2 (CT-01F5B4 HR admin, CT-A902AE champion) - Personas present: HR admin, champion - Personas missing: economic buyer, IT security, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: none Deal-50D386 - Amount: not provided - Stage: not provided - Active contacts: 2 (CT-AA41B2 champion, CT-B9C35B HR admin) - Personas present: champion, HR admin - Personas missing: economic buyer, IT security, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: CT-A1C4B3 (Chief People Officer, economic buyer) Deal-D0D6B5 - Amount: not provided - Stage: not provided - Active contacts: 3 (CT-87CED4 champion, CT-DE6D7C champion, CT-FD70B2 champion) - Personas present: champion - Personas missing: economic buyer, HR admin, IT security, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: CT-1FA4DB (Chief People Officer, economic buyer) Deal-5BFE3B - Amount: not provided - Stage: not provided - Active contacts: 2 (CT-57123B champion, CT-5CE757 champion) - Personas present: champion - Personas missing: economic buyer, HR admin, IT security, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: none Deal-84DBA6 - Amount: not provided - Stage: not provided - Active contacts: 3 (CT-BAA9D3 economic buyer, CT-60834D champion, CT-3F23A4 IT security) - Personas present: economic buyer, champion, IT security - Personas missing: HR admin, finance - Most valuable persona to add: finance - Unengaged contact on file: CT-2A0169 (Controller, finance) Deal-36C33F - Amount: not provided - Stage: not provided - Active contacts: 1 (CT-4FE556 IT security) - Personas present: IT security - Personas missing: economic buyer, champion, HR admin, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: CT-1DB73E (Chief People Officer, economic buyer) Deal-4B0BEB - Amount: not provided - Stage: not provided - Active contacts: 4 (CT-A96531 champion, CT-DE5BDC economic buyer, CT-1543C8 HR admin, CT-3E135F finance) - Personas present: champion, economic buyer, HR admin, finance - Personas missing: IT security - Most valuable persona to add: IT security - Unengaged contact on file: none Deal-885F45 - Amount: not provided - Stage: not provided - Active contacts: 2 (CT-51C81E economic buyer, CT-D9A0E8 champion) - Personas present: economic buyer, champion - Personas missing: HR admin, IT security, finance - Most valuable persona to add: HR admin - Unengaged contact on file: CT-B3F25D (IT Security Lead, IT security) Deal-FCBE5B - Amount: not provided - Stage: not provided - Active contacts: 1 (CT-4A5317 champion) - Personas present: champion - Personas missing: economic buyer, HR admin, IT security, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: none Deal-5408B0 - Amount: not provided - Stage: not provided - Active contacts: 2 (CT-D33AE4 champion, CT-8742FD HR admin) - Personas present: champion, HR admin - Personas missing: economic buyer, IT security, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: CT-07FA76 (Chief People Officer, economic buyer) Deal-D348E1 - Amount: not provided - Stage: not provided - Active contacts: 5 (CT-4EA0A4 champion, CT-2164AD economic buyer, CT-EC404C IT security, CT-08E5FA finance, CT-BEDF5E HR admin) - Personas present: champion, economic buyer, IT security, finance, HR admin - Personas missing: none - Most valuable persona to add: none required - Unengaged contact on file: CT-8E04F5 (HRIS Manager, HR admin) Deal-C6D97A - Amount: not provided - Stage: not provided - Active contacts: 3 (CT-223DDC champion, CT-B03555 champion, CT-4E8A2B champion) - Personas present: champion - Personas missing: economic buyer, HR admin, IT security, finance - Most valuable persona to add: economic buyer - Unengaged contact on file: none Deal-F9A08A - Amount: not provided - Stage: not provided - Active contacts: 2 (CT-931B10 champion, CT-913581 economic buyer) - Personas present: champion, economic buyer - Personas missing: HR admin, IT security, finance - Most valuable persona to add: HR admin - Unengaged contact on file: CT-697541 (Chief People Officer, economic buyer)
- First five minutes lead: "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:
- 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."
- Next quarter revisit: "Makes sense. What if we scope a 90-day pilot with one department so you have internal data before next quarter's planning?"
- Spreadsheet recognition: "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."
- Concrete next step rate: 70% (7/10 calls)
- Competitors raised:
- Awardco
- Kudos
- Workhuman
Coaching notes:
- Standardize the lead to include the specific metric and outcome ("400-person retailer cut regretted turnover 18% in two quarters") to improve clarity and memorability.
- When handling budget objections, immediately pivot to funding mechanisms (e.g., turnover savings) to keep momentum.
COMMIT total: 46,999 BEST_CASE total: 201,357 Weighted forecast: 46,999 + (0.35 * 201,357) = 46,999 + 70,474.95 = 117,473.95 Count of deals inside the quarter: - COMMIT: 5 - BEST_CASE: 24 Top 5 BEST_CASE deals by amount inside the quarter: 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 Deals excluded for being outside the quarter: - Count: 23 - Total amount: 286,198.4 ## Data quality - Missing owner on most deals, making accountability unclear. - PIPELINE deals included in extract despite instruction to exclude them from forecast. - Why_buys_chars populated on some deals but not consistently; no mapping to revenue drivers. - Close dates on excluded deals extend beyond 2026-10-15, indicating the date filter was not applied.
2x2 Cohort Table: both_signals: cohort_size=36, retention_rate=0.694 givers_only: cohort_size=34, retention_rate=0.441 redemption_only: cohort_size=17, retention_rate=0.412 neither: cohort_size=56, retention_rate=0.429 Companies excluded from denominator: 0 Single signal with largest retention lift: givers_only (lift=-0.253, rate=0.441) What this does and does not prove: - DOES: Show correlation between early activation signals and 24-month retention - DOES NOT: Prove causation; other confounding factors may exist - DOES NOT: Establish these signals as the sole or primary drivers of retention
Billing ARR total = 169,456.80 CRM ARR total = 172,456.80 Variance = -3,000.00 (CRM higher) Decomposition: - status mismatch: -3,000.00 - rounding: 0.00 - missing records: 0.00 - other: 0.00 Mismatched accounts (CRM > Billing): - C-0C8323BF: CRM 4,905.24 vs Billing 0 (cancelled subscription) - C-0DC4FB8C: CRM 8,253.24 vs Billing 0 (cancelled subscription) Suggested owners: - C-0C8323BF: RevOps Ops - C-0DC4FB8C: RevOps Ops Agreement end date violations: - SUB-0002 (C-1794A52C): term_months=24, cf_agreement_end_date missing - SUB-000C (C-0DB48281): term_months=24, cf_agreement_end_date present (2027-11-30) - SUB-0019 (C-22170CA1): term_months=36, cf_agreement_end_date missing - SUB-001A (C-0FC4DBB8): term_months=36, cf_agreement_end_date present (2027-11-30)
KVMs 2026-08 vs 2026-07 | KVM | 2026-07 | 2026-08 | Abs Δ | Rel Δ | Dir | |---|---|---|---|---|---| | giving_rate | 0.6019 | 0.6022 | +0.0003 | +0.05% | ↑ | | redemptions_per_user | 1.7317 | 1.7320 | +0.0003 | +0.02% | ↑ | | one_to_one_engagement | 0.4498 | 0.4501 | +0.0003 | +0.07% | ↑ | | pulse_engagement | 0.5993 | 0.5089 | -0.0904 | -15.08% | ↓ | Largest relative move: pulse_engagement (-15.08%). Data does not support segment attribution.
Last completed month: 2026-08 Redemption count: 43 Spend: $8,076.00 Unique redeemers: 36 Redemptions per redeemer: 1.19 Provider mix as percent of spend: - Tremendous: 55.7% ($4,499.00) - TangoCard: 33.6% ($2,714.00) - custom: 10.6% ($853.00) - Snappy: 0.1% ($10.00) Top 5 countries by redemptions: 1. US: 29 2. CA: 5 3. GB: 3 4. AU: 2 5. CH: 2
Qualifying at-risk accounts (meet R1, R2, R3): - C-0F6C0F34: $49,707 at stake; play = usage revival; signal = usage_trend_3m = growing - C-0B827671: $25,365; play = executive touch; signal = usage_trend_3m = declining - C-0B360C78: $35,748; play = executive touch; signal = usage_trend_3m = growing - C-0B0F1BAB: $5,494; play = usage revival; signal = usage_trend_3m = flat - C-0CA21961: $16,829; play = usage revival; signal = usage_trend_3m = flat - C-0E9C27D1: $41,235; play = usage revival; signal = usage_trend_3m = flat - C-0CEF69FD: $32,621; play = usage revival; signal = usage_trend_3m = growing - C-0D3278C7: $17,602; play = executive touch; signal = usage_trend_3m = declining - C-0BA71F12: $6,824; play = commercial concession; signal = usage_trend_3m = declining - C-0F876796: $19,958; play = commercial concession; signal = usage_trend_3m = declining Total at stake: $251,403 --- At-risk but do not qualify: - C-0BC71BDD: churn_save_eligible_amount = 0 - C-0BE96399: churn_save_eligible_amount = 0 - C-0FCCD2DF: churn_save_eligible_amount = 0 - C-10A56B0F: churn_save_eligible_amount = 0 - C-8C2E8F00: renewal_date outside 120 days of 2026-09-05 - C-0B843542: renewal_date outside 120 days of 2026-09-05 - C-14264ABD: health_score ≥ 60 - C-0B2895EF: health_score ≥ 60 - C-0EE1203E: health_score ≥ 60 - C-0FC7A215: health_score ≥ 60 - C-0D035262: health_score ≥ 60 - C-0D6CC8E3: health_score ≥ 60 - C-0B2213A9: health_score ≥ 60 - C-0D0B047C: health_score ≥ 60 - C-21FEBCBB: health_score ≥ 60 - C-172EEFBC: health_score ≥ 60 - C-0C3848D2: health_score ≥ 60 - C-0D890324: health_score ≥ 60 - C-0AAA9434: health_score ≥ 60
Seat coverage: 150 licensed / 400 headcount = 37.5%. Usage health: - Monthly active users climbed from 88 (Mar 2026) to 126 (Aug 2026) = +43% growth. - Current licensed seats (150) are below peak usage (126 ≤ 150), indicating healthy headroom. Headroom: - Seats: 150 licensed – 126 active = 24 seats available. - ARR at current per-seat rate: 24 seats × ($9,000 / 150) = $1,440 expansion ARR. Who replied: Maria S., People Operations Coordinator; cannot buy. Right buyer: Dana R., VP People (last engaged 2026-05-18). Reply email (149 words): --- Subject: Intro to Dana R. on Bonusly usage & expansion Hi Maria, Thanks for the note and the kind words about Bonusly. I see the team’s monthly active users grew from 88 in March to 126 in August—that’s a great signal of adoption. I’d love to connect Dana R. with our team to discuss how Bonusly can scale alongside your growth. We have 24 seats available under your current license and could add them at the same per-seat rate ($60/seat/month), adding $1,440 ARR if needed. Let me know if an intro would be helpful. Best, Cole ---
Complete: - Integrations connected: Slack (2026-08-12) - Allowance set: 2026-08-13 - Admins added: 2 (2026-08-13) - First recognition given: 2026-08-15 14:22 Not complete: - First redemption: missing Early engagement signals: - Active givers grew from 3 (2026-08-11) to 15 (2026-09-04), +12 over 24 days. - 7-day rolling average active givers on 2026-09-04: (15+13+11+13+15+15+13)/7 = 95/7 = 13.6 Three things to cover on the call: 1. Confirm first redemption date. 2. Review allowance configuration and admin roles. 3. Discuss engagement growth and next steps for scaling recognition.
90-day renewal risk brief (trusting Chargebee for multi-year; ChurnZero otherwise) Disagreements - C-0BCDB8C2: ChurnZero shows 2027-09-18; Chargebee shows 2026-09-18. Trust Chargebee (term_months=36, is_multi_year=true) → renewal date 2026-09-18. - C-0BBE3E60: ChurnZero shows 2027-09-26; Chargebee shows 2026-09-26. Trust Chargebee (term_months=24, is_multi_year=true) → renewal date 2026-09-26. - C-0F5D2323: ChurnZero shows 2026-09-10; Chargebee shows 2026-09-29. Trust Chargebee (term_months=24, is_multi_year=true) → renewal date 2026-09-29. Renewals (next 90 days) | Company | CSM | ARR | Date | Seats | Util% | 3-mo trend | Risk | Evidence | |---|---|---|---|---|---|---|---|---| | C-0B7D2C30 | Dana Mercer | 65,901 | 2026-09-15 | 476 | 57.6% | ↓11.3% | MEDIUM | Usage fell from 110 to 84 (-23.6%) over 12 months; seats used 274 vs 476. | | C-0D2AB865 | Elena Sinclair | 38,022 | 2026-09-22 | 407 | 61.4% | ↓12.7% | MEDIUM | Usage fell from 144 to 109 (-24.3%) over 12 months; seats used 250 vs 407. | | C-0F5D2323 | Cole Ingram | 90,647 | 2026-09-29 | 390 | 28.5% | ↓14.3% | HIGH | Usage flat-to-down (18→18); seats used 111 vs 390; low utilization. | | C-0EC6999D | Elena Sinclair | 79,419 | 2026-10-03 | 112 | 27.7% | ↓12.5% | HIGH | Usage fell from 17 to 15 (-11.8%) over 12 months; seats used 31 vs 112. | | C-0B20DB64 | Dana Mercer | 21,770 | 2026-10-07 | 378 | 56.6% | ↓0.3% | LOW | Usage flat (294→294); seats used 214 vs 378; stable usage. | | C-0BBC4E7A | Cole Ingram | 56,374 | 2026-10-10 | 337 | 67.7% | ↓1.4% | LOW | Usage flat (142→139); seats used 228 vs 337; stable usage. | | C-0FD551AB | Elena Sinclair | 48,815 | 2026-10-14 | 376 | 55.9% | ↑2.4% | LOW | Usage up from 122 to 126 (+3.3%) over 12 months; seats used 210 vs 376. | | C-0F9F8F13 | Dana Mercer | 46,230 | 2026-10-18 | 352 | 56.5% | ↓0.5% | LOW | Usage flat (185→182); seats used 199 vs 352; stable usage. | | C-0BC34584 | Cole Ingram | 16,740 | 2026-10-22 | 494 | 66.2% | ↑2.9% | LOW | Usage up from 104 to 106 (+1.9%) over 12 months; seats used 327 vs 494. | | C-0B7A7546 | Elena Sinclair | 35,062 | 2026-10-25 | 205 | 88.8% | ↑5.2% | LOW | Usage up from 60 to 63 (+5.0%) over 12 months; seats used 182 vs 205; near-full utilization. | | C-0B369871 | Dana Mercer | 85,128 | 2026-10-29 | 422 | 75.1% | ↑10.9% | LOW | Usage up from 300 to 333 (+11.0%) over 12 months; seats used 317 vs 422. | | C-0B144C78 | Cole Ingram | 30,899 | 2026-11-02 | 224 | 75.4% | ↑11.6% | LOW | Usage up from 95 to 106 (+11.6%) over 12 months; seats used 169 vs 224. | | C-0FC4DBB8 | Elena Sinclair | 94,732 | 2026-11-05 | 464 | 76.7% | ↑14.9% | LOW | Usage up from 176 to 193 (+9.7%) over 12 months; seats used 356 vs 464. | | C-0D5BBE3A | Dana Mercer | 39,740 | 2026-11-09 | 102 | 83.3% | ↑19.7% | LOW | Usage up from 79 to 91 (+15.2%) over 12 months; seats used 85 vs 102; near-full utilization. | | C-0FB9D5AF | Cole Ingram | 63,158 | 2026-11-13 | 199 | 72.4% | ↑13.6% | LOW | Usage up from 157 to 176 (+12.1%) over 12 months; seats used 144 vs 199. | | C-0B344485 | Elena Sinclair | 64,384 | 2026-11-16 | 287 | 78.0% | ↑12.8% | LOW | Usage up from 218 to 244 (+12.0%) over 12 months; seats used 224 vs 287. | | C-0CB2C1B4 | Dana Mercer | 40,628 | 2026-11-20 | 473 | 81.6% | ↑8.9% | LOW | Usage up from 45 to 49 (+8.9%) over 12 months; seats used 386 vs 473. | | C-22170CA1 | Cole Ingram | 45,646 | 2026-11-24 | 294 | 85.4% | ↑12.3% | LOW | Usage up from 134 to 146 (+9.0%) over 12 months; seats used 251 vs 294. | Totals - ARR renewing: 966,663 - ARR at risk: 154,068
Theme: Slack sync failures - Count: 18 - Share: 22.5% - Distinct accounts: 6 - ARR affected: 199,400 - Ticket ids: IC-460047, IC-460049 - Recommendation: Prioritize Slack OAuth re-authentication and toggle persistence; schedule a maintenance window to reset and stabilize the integration. --- Theme: Points not posting / balance not updating - Count: 12 - Share: 15.0% - Distinct accounts: 5 - ARR affected: 15,500 - Ticket ids: IC-460004, IC-460001 - Recommendation: Investigate async job queue backlog and duplicate event deduplication; add real-time balance update webhooks. --- Theme: HRIS provisioning failures - Count: 10 - Share: 12.5% - Distinct accounts: 4 - ARR affected: 150,000 - Ticket ids: IC-460059, IC-460062 - Recommendation: Patch HRIS webhook handler for new-hire payload parsing; add dry-run mode and escalation SLA. --- Theme: Billing seat-count discrepancies - Count: 8 - Share: 10.0% - Distinct accounts: 2 - ARR affected: 208,000 - Ticket ids: IC-460071, IC-460069 - Recommendation: Implement seat-usage delta alerts and require explicit seat-count approval before invoicing. --- Theme: Redemption failures (gift cards) - Count: 8 - Share: 10.0% - Distinct accounts: 5 - ARR affected: 48,900 - Ticket ids: IC-460025, IC-460035 - Recommendation: Add idempotent redemption IDs and retry logic; surface failure reasons in UI. --- Theme: Checkout spins / redemption failures - Count: 7 - Share: 8.8% - Distinct accounts: 3 - ARR affected: 30,300 - Ticket ids: IC-460025, IC-460030 - Recommendation: Instrument checkout latency and payment-gateway timeouts; add circuit breaker. --- Theme: Invoice tier-pricing errors - Count: 6 - Share: 7.5% - Distinct accounts: 1 - ARR affected: 312,000 - Ticket ids: IC-460071, IC-460078 - Recommendation: Freeze annual renewals for C-0E9C27D1; implement tier-change pre-approval and price-lock guarantees.
Technology,Mid-Market,employee_recognition,NA-West 1) C-CD4829A7: Technology,Mid-Market,retention,NA-East - industry, size_band, use_case 2) C-64171065: Technology,Mid-Market,employee_recognition,NA-East - industry, size_band, use_case 3) C-A13C193D: Technology,Mid-Market,retention,NA-West - industry, size_band, region
Channel performance (trailing 6 months: 2026-03 through 2026-08) Paid channels channel spend_usd SQMs SQOs cost/SQM cost/SQO SQM→SQO rate pipeline pipeline/$ flag paid_search 36000 23 10 1565.22 3600.00 43.48% 320000 8.89 – linkedin_ads 24000 13 7 1846.15 3428.57 53.85% 72000 3.00 – paid_social 18000 0 0 undefined undefined – 0 – – webinars 9000 0 0 undefined undefined – 0 – – Organic channels channel volume SQO rate pipeline organic_search 23 21.74% 108000 referral 11 27.27% 40000 Notes - cost/SQM = spend_usd / SQMs (undefined if SQMs = 0) - cost/SQO = spend_usd / SQOs (undefined if SQOs = 0) - SQM→SQO rate = SQOs / SQMs (excludes rows with missing SQM or SQO) - pipeline/$ = pipeline / spend_usd (0 if spend_usd = 0) - Flagged rows where SQO date precedes SQM date: none in this dataset Reallocation recommendation - Shift budget from paid_social and webinars (both undefined cost/SQM and zero SQOs) into paid_search and linkedin_ads, which show positive pipeline and measurable SQM→SQO rates. - Confidence: low due to small sample sizes (≤23 SQMs per paid channel; ≤13 SQMs per organic channel).
# Battlecard: Rivally - Positioning: points-based recognition for mid-market and distributed EU teams. S12 - Pricing: $7 per user/month, annual billing required (as of 2026-08). S17,S18 Where they win: - Strong for distributed EU teams with multi-language support. S12 - Engaging recognition feed and quick Slack integration. S04,S16 - EU data residency and Microsoft Teams app v2. S15,S19 Where we win: - Deeper analytics and reporting dashboards. S07 - SCIM provisioning and bulk recognition editing. S10,S24 - Thicker rewards catalog in EMEA. S14 Objections and responses: - Objection: Rivally's admin tooling lags peers. Response: Our admin console supports SCIM provisioning and bulk recognition editing, addressing common admin pain points. S10,S24 - Objection: Rivally's rewards catalog in EMEA is thinner. Response: Our catalog is stronger in EMEA, providing more localized reward options. S14 Recent changes: - Pricing increased from $5 to $7 per user/month. S03,S08,S17 - Launched Rivally Pulse engagement survey add-on. S06,S23 - Opened Dublin office and announced EU data residency GA. S15 - Updated Microsoft Teams app to v2. S19 Our 12-month win/loss record against Rivally: 12 wins, 8 losses. S12
New Logo Nurture - 1: sent 500, opened 210 (42%), replied 42 (20% of opened), meetings 12 (29% of replies) - 2: sent 458, opened 160 (35%), replied 30 (19% of opened), meetings 9 (30% of replies) - 3: sent 428, opened 120 (28%), replied 18 (15% of opened), meetings 6 (33% of replies) Weakest: Step 3 (15% reply rate). Fix: shorten email body and add social proof. Expansion Nurture - 1: sent 300, opened 130 (43%), replied 22 (17% of opened), meetings 5 (23% of replies) - 2: sent 300, opened 340 (113% opened>sent), replied 25 (7% of opened), meetings 4 (16% of replies) - 3: sent 275, opened 95 (35%), replied 12 (13% of opened), meetings 3 (25% of replies) Weakest: Step 2 (7% reply). Fix: remove duplicate contacts causing opened>sent. Failure mode: duplicate suppression broken. Cold Outbound - HR Leaders - 1: sent 600, opened 240 (40%), replied 5 (2% of opened), meetings 0 - 2: sent 595, opened 175 (29%), replied 2 (1% of opened), meetings 0 - 3: sent 590, opened 130 (22%), replied 1 (1% of opened), meetings 0 Weakest: all steps under 2% reply. Fix: replace generic messaging with role-specific pain points. Cold Outbound - People Ops - 1: sent 400, opened 150 (38%), replied 14 (9% of opened), meetings 3 (21% of replies) - 2: sent 386, opened 110 (28%), replied 9 (8% of opened), meetings 2 (22% of replies) - 3: sent 377, opened 80 (21%), replied 6 (8% of opened), meetings 1 (17% of replies) Weakest: Step 3 (8% reply). Fix: add clear CTA. Prioritize: Cold Outbound - HR Leaders first (all steps <2% reply).
QTD actual vs target (Q3-2026, 66 days elapsed): - SQMs: 230 vs 300, delta -70, pace behind (77% of target). - SQOs: 84 vs 120, delta -36, pace behind (70% of target). - DS2s: 40 vs 75, delta -35, pace behind (53% of target). - Closed-lost MIA rate: 5/25 = 0.20 vs 0.10 target, delta +0.10, pace behind (200% of target). - Same-quarter closes: 10 vs 20, delta -10, pace behind (50% of target). - Active pipeline: $3.0M vs $4.0M, delta -$1.0M, pace behind (75% of target). This week: SQMs, SQOs, DS2s, same-quarter closes, and active pipeline all remain behind target with no new data to indicate a directional change.
Q3 weighted forecast: 115,977. Excludes 32 late deals (227,575) including one COMMIT (Deal-D348E1, 13,770). Caveat: 85/86 deals lack owner and 71/86 lack why-buys, so forecast is unverified.
Subject: Follow-up on Deal-0D2F7A Hi [Name], Following up on the July 28 demo where you requested pricing for 150 seats. We emailed a recap with pricing on Aug 5 but haven’t heard back. Could you share any updates on timing or next steps? Best, Alex
Marketing drove 46 SQMs (target 52) with webinars contributing 18 SQMs and paid search holding at 150 dollars per SQM. Sales closed 14 SQOs, set 9 DS2 meetings, and generated 310000 dollars of new pipeline while closing 3 deals in the same quarter. CS saved 2 renewals, lifted team NPS to 61, and carries 3 red-flag accounts into next week. PLG onboarded 412 new signups at a 31 percent activation rate and saw 38 companies hit the 10-recognition-gives aha moment.
Partner Digest — 2026-08-24 to 2026-09-04 Apex Rewards Co (active) — 2 sourced opps; $275,000 partner-sourced pipeline HRCloud Partners (active) — 1 sourced opp; $140,000 partner-sourced pipeline CultureBridge (active) — 2 sourced opps; $135,000 partner-sourced pipeline WorkWell Group (active) — 0 sourced opps; $0 partner-sourced pipeline Recogniq (quiet) — 0 sourced opps; $0 partner-sourced pipeline KudosWave (quiet) — 0 sourced opps; $0 partner-sourced pipeline PeopleFirst Advisors (quiet) — 0 sourced opps; $0 partner-sourced pipeline TotalPerk (quiet) — 0 sourced opps; $0 partner-sourced pipeline
Q1: Yes, using AES-256. AES-256. [P1] Q2: Yes, using TLS 1.2 or higher. TLS 1.2 or higher. [P1] Q3: Yes, SOC 2 Type II renewed annually; available under NDA. SOC 2 Type II renewed annually; available under NDA. [P2] Q4: Duration of the contract plus 90 days, then deleted. Duration of the contract plus 90 days, then deleted. [P3] Q5: Published at trust.bonusly.com; 30 days notice before a new subprocessor is added. trust.bonusly.com; 30 days notice. [P4] Q6: Yes, on the Enterprise plan. Yes, on the Enterprise plan. [P5] Q7: Daily backups retained for 35 days. Daily backups retained for 35 days. [P6] Q8: unanswerable; ISO 27001 not mentioned. Would require Trust portal or compliance page. Q9: unanswerable; uptime SLA not mentioned. Would require SLA or MSA. Q10: unanswerable; HIPAA BAA not mentioned. Would require HIPAA policy or BAA template.
CRITICAL · TRIM_DESC · **closed-lost-analysis** and **email-drafter** - Duplicate ALWAYS-trigger phrases: "write me an email" and "draft a follow-up" appear in both skills' descriptions. Recommend merging or clarifying scope split. --- WARNING · UPDATE_BODY · **deal-strategy-coach** - Circular delegation chain: `deal-strategy-coach` → `prospect-research-multithreading` → (implicit) `deal-strategy-coach` via multithreading. Recommend breaking the loop by removing the implicit call or documenting the handoff explicitly. --- WARNING · DELETE_SKILL · **model-selection** - Dangling delegation target: `model-selection` references a non-existent skill `bonusly-brand` in its execution steps. Recommend removing the reference or replacing with an existing skill. --- INFO · UPDATE_BODY · **stale-pipeline-report** - Hardcoded page ID: `C0561C1JCPJ` (Slack channel ID) is hardcoded. Recommend parameterizing or documenting as a constant. --- INFO · TRIM_DESC · **weekly-pipeline-report** - Exceeds 1,024 characters: description is 1,055 characters. Recommend trimming to under 1,024. --- INFO · DELETE_SKILL · **signalforge-feedback** - Manifest row exists but no SKILL.md file found. Recommend removing the manifest row or creating the skill file. --- INFO · DELETE_SKILL · **signalforge-claim-compressor** - Manifest row exists but no SKILL.md file found. Recommend removing the manifest row or creating the skill file.
Runbook: reward-worker queue depth > 10k (#incident-2026-08-29-reward-queue) 1) Diagnose queue depth Action: `bundle exec rake sidekiq:queue_depth` Who: Farid Osman Success: reward queue at 48,213 pending (normal ≤ 500) Rollback: none — read-only diagnostic 2) Identify dead set Action: `bin/rails runner 'FeatureFlag.disable(:auto_recognition_enqueue)'` Who: Farid Osman Success: dead set had 112 Redis::TimeoutError jobs from ~13:58 Rollback: `bin/rails runner 'FeatureFlag.enable(:auto_recognition_enqueue)'` 3) Clear dead set Action: manual clear via console (Elena Sinclair) Who: Elena Sinclair Success: dead set cleared (exact command not provided; step needs confirmation) Rollback: not specified 4) Scale workers up Action: `kubectl scale deployment/reward-worker --replicas=6` (was 3) Who: Bryce Harmon Success: queue depth down to 9,400 and falling ~1,200/min Rollback: `kubectl scale deployment/reward-worker --replicas=3` 5) Verify queue cleared Action: `bundle exec rake sidekiq:queue_depth` Who: Cole Ingram Success: queue depth 0; Datadog error rate back to baseline 6) Re-enable enqueue Action: `bin/rails runner 'FeatureFlag.enable(:auto_recognition_enqueue)'` Who: Bryce Harmon Success: 40 new jobs processed cleanly in next 3 minutes 7) Scale workers down Action: `kubectl scale deployment/reward-worker --replicas=3` Who: Bryce Harmon Success: queue stable at 0; incident resolved
First error with timestamp 2026-09-03T14:01:12Z Cascade in order 1) 2026-09-03T14:01:12Z reward-service Redis::TimeoutError: Connection to Redis at redis-primary:6379 timed out after 5s 2) 2026-09-03T14:01:20Z reward-service Redis::TimeoutError: retry exhausted for RewardGiveJob 3) 2026-09-03T14:01:30Z reward-service Redis::TimeoutError: retry exhausted for RewardGiveJob 4) 2026-09-03T14:01:40Z reward-service Redis::TimeoutError: retry exhausted for RewardGiveJob 5) 2026-09-03T14:01:40Z sidekiq RewardGiveJob failed: Redis::TimeoutError; retrying in 60s 6) 2026-09-03T14:02:28Z sidekiq RewardGiveJob failed: Redis::TimeoutError; retrying 7) 2026-09-03T14:02:30Z sidekiq WARN Queue reward depth above 10,000 8) 2026-09-03T14:03:05Z api-gateway 502 upstream timeout calling reward-service /gives 9) 2026-09-03T14:03:30Z web-app Give form submission failed: upstream 502 from api-gateway 10) 2026-09-03T14:03:31Z sidekiq RewardGiveJob failed: Redis::TimeoutError; retrying 11) 2026-09-03T14:03:48Z api-gateway 502 upstream timeout calling reward-service 12) 2026-09-03T14:04:13Z api-gateway 502 upstream timeout calling reward-service 13) 2026-09-03T14:04:22Z sidekiq RewardGiveJob failed: Redis::TimeoutError; retrying 14) 2026-09-03T14:04:45Z web-app Give form submission failed: upstream 502 15) 2026-09-03T14:05:16Z api-gateway 502 upstream timeout calling reward-service 16) 2026-09-03T14:05:26Z sidekiq RewardGiveJob failed: Redis::TimeoutError; retrying 17) 2026-09-03T14:05:42Z web-app Give form submission failed: upstream 502 18) 2026-09-03T14:06:47Z sidekiq RewardGiveJob failed: Redis::TimeoutError; retrying 19) 2026-09-03T14:06:49Z web-app Give form submission failed: upstream 502 20) 2026-09-03T14:06:52Z api-gateway 502 upstream timeout calling reward-service 21) 2026-09-03T14:22:10Z reward-service Redis connection restored; resuming job processing Service and job involved reward-service, RewardGiveJob Datadog query to confirm first error @timestamp:2026-09-03T14:01:12Z AND @service:reward-service AND @message:"Redis::TimeoutError: Connection to Redis at redis-primary:6379 timed out after 5s" Logs do not show - Any error from redis-primary itself - Any Redis CPU/memory metrics - Any network connectivity checks or packet loss between reward-service and redis-primary - Any sidekiq queue depth before 14:02:30Z - Any application-level retry logic from web-app or api-gateway beyond the 502 responses
- recognition_streaks_v2 (on): Controls streak tracking for recognition. Enabled for 42 companies in segment beta_companies. - points_budget_guardrails (on): Enforces points budget rules. Enabled for all 220 companies. - slack_dm_nudges (on): Sends Slack DM nudges. Enabled for 87 companies in segment region_na. - redeem_flow_redesign (off): Renders new redeem flow component. Targeted to 12 companies via targeted_list. Code reference present. - analytics_dashboard_v3 (on): Uses AnalyticsV3 dashboard. Enabled for 65 companies in segment tier_three. - ms_teams_app_v2 (off): Installs Teams app v2. Targeted to 9 companies via targeted_list. Code reference present. - legacy_give_modal (off): No code reference found. Targeted to 14 companies in segment legacy_plan. - survey_boosters_q3 (on): No code reference found. Enabled for 7 companies in segment legacy_plan. - paused_offboard_cleanup (off): No code reference found. No targets (0 companies).
- NDA-1 — [PARTY A] and Bonusly: GREEN. No embedded non-solicit/non-compete; carve-outs are standard and complete; governing law is Delaware (neutral). No red flags. - NDA-2 — [PARTY B] and Bonusly: YELLOW. Embedded non-solicit clause (18 months post-term) drives counsel review. Governing law is Delaware (neutral). Carve-outs are standard. - NDA-3 — [PARTY C] and Bonusly: RED. One-way confidentiality, missing carve-outs, embedded non-compete (3 years), and governing law is Republic of Ireland (non-standard jurisdiction). Requires full legal review.