ACV Pipeline
$835K
Weighted Pipeline
$99
Pipeline Count
437
Pipeline Adds L4W
$24.1K
Blended Avg ACV
$2.0K
ACV Bookings vs Quota — 13-Week Rolling
SIGNATURE · FLEX · EMBOLD+ · BY SEGMENT · ($000s)
WE 2/27/26
Signature
Flex
Embold+
Quota Attainment
BY PRODUCT · CY26 YTD
104%
W% to Quota
Signature
172%
Flex
8%
Embold+
83%
CY26 Budget
$96K
CY26 Quota
$62K
Pipeline Stages
DISC · SQ · SOL/FIT · RFP · EVAL · F/NEG · V/COM · CW · ($000s)
| Segment | Disc | SQ | Sol/Fit | RFP | Eval | CW | Total | Chg |
|---|---|---|---|---|---|---|---|---|
Reseller |
$0 | $0 | $0 | $0 | $0 | $0 | $0 | — |
Mid-Market |
$0 | $7 | $7 | $0 | $10 | $0 | $22 | +$2K |
Regional |
$138 | $121 | $38 | $22 | $3 | $0 | $322 | –$7K |
National |
$184 | $250 | $55 | $100 | $22 | $4 | $490 | –$52K |
Total |
$328 | $378 | $100 | $22 | $34 | $4 | $835 | –$43K |
Pipeline Count
164
Total
45
Mid-Mkt
107
Regional
12
National
Pipeline Additions — Weekly
L4W ROLLING AVG · ACV $ ADDED BY SIZE · ($000s)
$0.05
Reseller L4W
$2.1
Mid-Mkt L4W
$21.4
National L4W
— Client Success · Renewal & Retention Dashboard
$387.1
BoB ACV ($M)
79%
BoB GRR
$80.3
ACV at Risk ($M)
19
Active Reps
GRR by CEG Director
TERM ACV · RENEW ACV · GRR % · ($Ms)
Renew ACV
Term ACV
Renewal by Segment
TERM ACV · RENEW ACV · GRR % · ($Ms)
Top At-Risk Accounts — Sorted by ACV (Weighted Term %)
SF + AURORA + WORKDAY ADAPTIVE · REPORT DATE 3/2/2026
| Account | CSE | CEG Director | Segment | Renewal Yr | Total ACV | Renew ACV | Health | NPS | % Term | Status |
|---|---|---|---|---|---|---|---|---|---|---|
Petco |
K. DePalo | M. Sabol | Upper-Mid | 2027 | $1.7M | $1.5M | –11 | 10 | 90% | At Risk |
Seaboard Corp |
F. Stricker | M. Sabol | Upper-Mid | 2026 | $1.7M | $1.5M | –43 | 0 | 90% | At Risk |
Prospect Medical Holdings |
S. Bennett | M. Freels | Lower-Mid | 2026 | $1.3M | $1.1M | 10.0 | 2 | 90% | At Risk |
Sinclair |
K. DePalo | K. Freels | Upper-Mid | 2026 | $1.2M | $1.1M | 9.0 | 43 | 90% | Watch |
Johns Hopkins University |
M. Parker | M. Sabol | Upper-Mid | 2026 | $4.3M | $3.9M | 8.5 | 9 | 25% | Watch |
Comerica Incorporated |
F. Stricker | M. Sabol | Upper-Mid | 2026 | $1.3M | $1.1M | 9.0 | 10 | 25% | Healthy |
Staffing Update — Sales Engagement
PLAN · % FILLED · OPEN · ACPT · UPSKILL · BACKFILL DEMAND
| Team | Plan | % Filled | Open | Accepted | Upskill | Backfill Demand |
|---|---|---|---|---|---|---|
| Mid Market Reps | 4 | 100% | 0 | 0 | 0 | Marketing to New |
| Regional Reps | 11 | 100% | 0 | 0 | 3 | Marketing to Cons. |
| National Reps | 4 | 100% | 0 | 0 | 2 | Marketing to Exist. |
| EH Overlay | 3 | 100% | 0 | 0 | 1 | Marketing to Exist. |
| AHP & Carriers | 6 | 67% | 2 | 0 | 0 | CRM to Cons/Brk |
| Xcell | 3 | 100% | 0 | 1 | 0 | Marketing to Exist. |
| Solution Engineers | 6 | 83% | 1 | 1 | 0 | — |
| BDRs (incl. Direct) | 5 | 100% | 0 | 0 | 1 | — |
| Total Sales Engagement | 44 | — | 2 | 3 | 7 | Total Demand/L |