Neoti Dashboard

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neoti
Marketing Dashboard
YTD 2026 · Jan 1 – Apr 16, 2026
Closed Won Revenue
$5.44M
+74.2% vs 2025
Open Pipeline
$72.3M
active pipeline (200 of 307 deals)
Deals Created
176
+30.8% vs 2025 (2,033)
Avg Deal Size
$182,634
$2.22M ÷ 17 deals
Team Won YoY
+26.3%
vs 2025 ($5.44M vs $3.04M)
Business Performance · YTD 2026

Won vs 2025 Revenue

Cumulative won revenue · 2026 vs 2025

Live HubSpot

Pipeline by Deal Stage

Value distribution across active stages · YTD 2026

Live HubSpot
REVENUE FORECAST · 2025 ACTUALS VS 2026 PROJECTED
Probability-Weighted · Auto-Rolling Monthly

2026 Projected vs 2025 Actuals

Solid line = confirmed won · Dashed blue = weighted forecast (close prob × amount) · Grey = 2025 actual

Live HubSpot
Apr 2026
$3.8M
weighted · 10 deals
$1.7M high confidence
May 2026
$2.5M
weighted · 5 deals
$477K high confidence
Jun 2026
$2.1M
weighted · 5 deals
No 70%+ deals yet
Jul 2026
$839K
weighted · 3 deals
No 70%+ deals yet
Forecast auto-rolls each morning · Projected line starts from last confirmed close · Based on HubSpot deal close dates & stage probabilities
PIPELINE GOALS · COVERAGE ANALYSIS
Pipeline needed = (goal - won) ÷ close rate
Close rates are estimates based on historical performance · Update in app.js pipelineGoals array as actuals become available
Sales Team Performance · YTD 2026
#1 Rep (Won Revenue)
M. Moscato
$2.03M · 14 deals closed
Won Revenue by Rep
$2.97M
+8.8% vs 2025 ($2.04M)
Deals in Pipeline
126 created
+142% vs 52 in 2025

Rep Performance Leaderboard

Won revenue vs open pipeline by rep · YTD 2026

Live HubSpot

Won Revenue by Rep — Monthly

Stacked monthly won revenue by sales rep

Live HubSpot

Rep Pipeline Breakdown

Individual rep performance · deals created, pipeline, and closed revenue

Live HubSpot
Rep Deals Created Open Pipeline Won YTD Closed Deals Avg Deal Size
Team Task Completion · Daily Focus Tracking

Daily Focus Completion

How many of today's prioritized tasks each rep completed · refreshed each morning at 6 AM

Today
Lead Sources · Rep-Created vs Marketing-Generated · 2026 YTD

Contact Lead Sources by Rep

How many contacts each rep sourced themselves vs received from marketing · 2026 YTD

2026 YTD
Matt Moscato
Rep-Created 186 (83%)Marketing 38 (17%)
Charles Markovits
Rep-Created 65 (72%)Marketing 25 (28%)
Vince Schuster
Rep-Created 789 (97%)Marketing 10 (3%)

Marketing Lead Performance

Marketing-generated contacts assigned to each rep vs annual goal · breakdown by industry

Goal: 250 leads in 2026
Progress vs 2026 Goal
Total 66 / 250 (26.4%)
Matt Moscato 32 / 133 (24.1%)
Charles Markovits 14 / 60 (23.3%)
Vince Schuster 20 / 50 (40.0%)
Lead Sources (Marketing Created)
Paid Search ~23 leads
Direct/Organic ~43 leads
49% of contacts have no industry tag - fix in HubSpot
Pipeline & Lead Generation
New Contacts
11,235
+3.5% vs 2025 (10,053)
Deals Created
134
+142% vs 2025 (52)
Paid Search Leads (YTD)
22
contacts · HubSpot attributed
Paid Search Pipeline
$3.1M
7 active deals
Paid Search Won
$361K
4 deals · all time

Paid Search Ad Spend ROI

Pipeline created, weighted return, and deal outcomes from Google Ads · 2024 – present

15.1x Weighted ROI

Deals Created: YTD 2026 vs 2025

Jan 1 – Mar 25 comparison by month

Live HubSpot

Contact Acquisition by Source

YTD 2026 new contacts by lead origin

Live HubSpot

Contacts: YTD 2026 vs 2025

New contacts per month, year-over-year

Live HubSpot

Pipeline & Won by Campaign

HubSpot attributed revenue · all-time · Won vs Open Pipeline

Live HubSpot

Paid Search Leads — Monthly YTD 2026

New HubSpot contacts from paid search · Jan–Mar 2026

Live HubSpot

Open Paid Search Pipeline

All active deals sourced from Google Ads · HubSpot hs_analytics_source = PAID_SEARCH

Live HubSpot
Deal Name Amount Owner Stage Campaign
Google Analytics · Website Performance
Total Sessions
9,002
-8.5% vs 2025 (9,351)
Total Users
2,861
-4.2% vs 2025 (7,320)
Avg Bounce Rate
51.1%
Direct traffic drives this up
Conversions
123
vs 0 tracked in 2025
Avg Session Duration
2:20
min · 133s average

Sessions by Channel

YTD 2026 traffic breakdown by source

Live GA4

Monthly Sessions: 2026 vs 2025

Jan – Mar sessions year-over-year

Live GA4

Bounce Rate by Channel

YTD 2026 — lower is better

Live GA4

Conversions by Channel

YTD 2026 · 96 total conversions tracked

Live GA4

Channel Performance Breakdown

YTD 2026 · All channels · Sessions, engagement, and conversions

Live GA4
Channel Sessions Users Bounce Rate Engagement Rate Avg Duration Conversions
Google Ads · Campaign Detail

Open Pipeline by Campaign

Share of paid search pipeline · TAA vs Video Wall

Live HubSpot

Open Pipeline Deals by Value

Active paid search opportunities · ranked by amount

Live HubSpot