Board Report

Generated on September 23, 2026

AI Executive Summary

AI Summary not available in standalone view

Revenue Performance
Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026£0k£0k£0k£0k£0k
  • Won
  • Verbally Agreed
  • Budget Target
Won + Verbally Agreedvs Budget

0%

£0 / £0
Won

£0

Verbally Agreed

£0

Total Agreed

£0

vs Budget

+£0

Won + Verbally Agreed

Performance Summary
MetricLWMTDQTDYTD
Meetings Booked [1]352475
Meetings Happened [2]252461
Proposals Generated [3]00421
Won & Verbally Agreed [4]00620
Won Value£0£0£117,796£586,481
Verbally Agreed Value£0£0£0£0
Confident of Winning Value [5]£121,000£121,000£121,000£121,000
Meeting → Proposal Rate [6]0.0%0.0%12.5%36.1%
Proposal → Won Rate [7]0.0%0.0%0.0%33.3%

Monthly Forecast - Next 3 Months

September 2026
Firm Forecast£0
Won + Verbally Agreed
Towards TargetNo target set
Total Forecast£23,750
If we land Confident deals too
Towards TargetNo target set
Breakdown:
Won Revenue£0
Verbally Agreed£0
Firm Forecast Total
£0
Confident Pipeline£23,750
Total Forecast
£23,750

Confident Pipeline (4)

Triumph £4,750
Hawes & Curtis£4,167
Alltroo£8,333
Manchester City£6,500
October 2026
Firm Forecast£0
Won + Verbally Agreed
Towards TargetNo target set
Total Forecast£23,083
If we land Confident deals too
Towards TargetNo target set
Breakdown:
Won Revenue£0
Verbally Agreed£0
Firm Forecast Total
£0
Confident Pipeline£23,083
Total Forecast
£23,083

Confident Pipeline (5)

Triumph £4,750
Hawes & Curtis£4,167
Alltroo£8,333
Hotel Chocolat£3,333
Victoria Beckham £2,500
November 2026
Firm Forecast£0
Won + Verbally Agreed
Towards TargetNo target set
Total Forecast£18,333
If we land Confident deals too
Towards TargetNo target set
Breakdown:
Won Revenue£0
Verbally Agreed£0
Firm Forecast Total
£0
Confident Pipeline£18,333
Total Forecast
£18,333

Confident Pipeline (4)

Hawes & Curtis£4,167
Alltroo£8,333
Hotel Chocolat£3,333
Victoria Beckham £2,500
New Activity

New Meetings Booked (1)

CompanyDeal NameDate Booked
Aromatherpy AssociatesAromatherpy Associates - Meeting17 Sep 2026

New Proposals Generated (0)

No new proposals generated

Deal Outcomes

Proposals Won & Verbally Agreed (0)

No proposals won yet

Active Pipeline Status (29 deals)
Total Active Pipeline Value:£602,254

Includes all deals not yet won or lost

CompanyDeal NameStatusValue
Hotel ChocolatHotel Chocolat - 2nd Year Retainer
Confident
£40,000
Hawes & CurtisHawes & Curtis - POC
Confident
£25,000
AlltrooAltroo - POC
Confident
£25,000
Victoria Beckham Victoria Beckham
Confident
£15,000
Triumph Triumph - Meeting
Confident
£9,500
Manchester CityManchester City - Welcome Animated Email
Confident
£6,500
HavenHaven Holidays - 60 Credits
In Play
£79,686
Lionel LLCLionel - Follow on Credits
In Play
£40,000
Manifest Manifest - Meeting
In Play
£39,000
Lifetime Pet CoverLifetime Pet Cover - 12 Month Retainer
In Play
£33,324
ClarinsClarins
In Play
£29,000
WooloversWoolovers - Meeting
In Play
£28,244
FandiemFandiem - Meeting
In Play
£25,000
WuffesWuffes
In Play
£20,000
Piglet in BedPiglet in Bed - Discovery
In Play
£20,000
SmythsonSmythson - Discovery
In Play
£20,000
Mint VelvetMint Velvet - Discovery
In Play
£20,000
F1F1 - POC
In Play
£20,000
Zone3Zone3
In Play
£16,000
John SmedleyJohn Smedley
In Play
£16,000
Pet's TablePet's Table Meeting
In Play
£15,000
Pet ShopPet Shop
In Play
£13,000
NeemNeem - Meeting
In Play
£10,000
HawkstoneHawkstone - Meeting
In Play
£8,000
Joma JewellryJoma Jewellry - Meeting
In Play
£8,000
Brompton BicycleBrompton - Discovery
In Play
£8,000
GymfinityGymfinity - Meeting
In Play
£6,000
Garden Trading Garden Trading - Meeting
In Play
£5,000
Manchester CityManchester City - Expanded Names for Welcome
In Play
£2,000
Definitions & Calculations

Activity Metrics

  • [1] Meetings Booked: Counted by "Date Booked" field
  • [2] Meetings Happened: Counted by "Meeting Completed Date" field
  • [3] Proposals Generated: Counted by "Proposal Date" field

Outcome Metrics

  • [4] Won & Verbally Agreed: Counted by "Date Won" or "Date Verbally Agreed" fields
  • [5] Confident Value: Current snapshot of all deals marked "Confident of Winning" (not time-based)

Conversion Rates

  • [6] Meeting → Proposal Rate: Of meetings that happened in this period, how many resulted in proposals (to date)?
  • [7] Proposal → Won Rate: Of proposals generated in this period, how many are now won or verbally agreed (to date)? This tracks long-term success even if the win happens in a future period.