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Charles Markovits · Sales Dashboard · YTD 2026
Won Revenue
$853,058
YTD 2026 . first year tracked
Deals Closed
2
YTD 2026
Open Pipeline
$8.2M
9 deals
Avg Deal Size
$93,990
Closed Won
Deals Created
22
YTD 2026 . first year tracked
Today's Focus
May 18, 2026
No open tasks in the 45-day window. Next targets: WLS $579K (90%, May 31), Al Jazeera $655K (70%, May 31), WSVN $1.25M (70%, May 29).
My Lead Sources
2026 YTD
Rep-Created
65
(82%)
Marketing
14
(18%)
Paid Search: 4
Direct: 5
Organic: 5
Won deals 2026: 2 rep-sourced
2026 Revenue Goal
26.6% of year elapsed
Behind pace
$0.2M
of $7.0M annual goal
2.7%
$6.8M remaining · needs $757K/month to hit goal
Monthly won vs target ($583K/mo)
$0
Jan
$135K
Feb
$53K
Mar
Solid = actual · Gray = monthly target
Marketing Leads Assigned to Me
14
of 60 goal (23%)
Revenue Performance
Cumulative Won Revenue
Monthly Won Revenue
Closed Won Deals
Deal
Amount
Close Date
Source
Lead Intelligence
Never Contacted
--
within 45-day window . all clear
↗ view in HubSpot
Awaiting Reply
--
contacts contacted but no reply yet
↗ view in HubSpot
Total Attention Needed
--
contacts need follow-up (45d window)
↗ view in HubSpot
New Leads -- Never Contacted
Created within last 45 days . assigned to Charles . no outreach logged yet
Action Required
Name
Company
Created
Days Old
Awaiting Reply -- No Response
Outreach sent 5-45 days ago . no reply received yet
Follow Up
Name
Company
Last Contacted
Days Waiting
Touches
Pipeline Health
Total Pipeline
$21.8M
70 deals
Largest Deal
$6.0M
Jack Morton: Morgan Stanley
Pipeline by Stage
Top 10 Pipeline Deals
Top 20 Open Pipeline Deals
Deal
Amount
Stage
Expected Close
Probability
Deal Activity
Deals Created
21
YTD 2026 . first year tracked
Win Rate
N/A
No 2025 baseline
Lost Deals
0
YTD 2026
Deals Created by Month
Won Revenue by Month
Outreach & Activity
Calls Logged
51
YTD 2026
Completed
51
all completed
Outbound
3
tagged outbound
Meetings
10
YTD 2026
Calls & Meetings by Month
Recent Meetings
📅 Calls Logged YTD
10 calls
📅 Jan meetings
4
📅 Feb meetings
5
📅 Mar meetings
1