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Log

Everything you type lives in this half. Two numbers a day, plus the pipeline.

Daily log

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Logging for

Add contacted

From the pipeline —

Adjust lagging counts by hand

Calls booked, held, qualified opps, proposals and wins are all counted from the pipeline below, and anything you enter here is added on top. Only use these for something that never became a named opportunity.

Notes / blockers · —

One line. It's how blockers get fixed.

Pipeline

Move the stage and it counts itself

Company	Contact & title	Trigger	Stage	Since	Qual	Est. value	Option	Weighted	Next step	Next-step date	Notes

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Review

Everything below is calculated. Nothing here needs filling in.

Today

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This week · —

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Filled when the day's contacted target is met

Month to date · —

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Across the program

Bars are weeks · dashed line is the weekly target

Funnel · month to date

Solid = actual · shaded = model

Conversion · actual vs model

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Step	Model	Actual	Delta

Pipeline value

Weighted uses the stage weights from the tracker

Handoff

What you take into the 1:1.

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Copy the row, open the Weekly Scorecard tab, click cell D on your week's line, paste. It fills Contacted Actual through Notes in one go and puts the two target formulas back exactly as they were. Pipeline rows paste into cell A13.

Model · goal and conversion assumptions

Your name

Clients to close / month

Total clients wanted

New MRR per client ($)

Working weeks / month

Working days / week

Week 1 starts

Contacted → reply

Reply → call booked

Booked → held

Held → qualified

Qualified → proposal

Proposal → won

Rates are percentages—