DACH 2026 Focus Plan Dashboard

Executive SummaryWatch

Outcome ARR Drivers Pipeline & Opps Customer Health Source Evidence Top Focus

Need To Focus Now

KPI Execution Map (what is going on + what we are doing)

ARR Engine (Math of Plan)

Coverage target 3.0x 4.0x

Remaining ARR to target

-

Days left (Q1 / Q2 / FY)

-

Required run-rate (month / week)

-

Pipeline need + gap

-

Segment recap to PDF

Print Net New ARR Print NRR Print Customer Overview

Live AI recap is pinned above and updates from current dashboard values.

AI Snapshot (ChatGPT-Ready)

Generate a concise executive overview from live data. Copy and paste into ChatGPT if you want rewritten narrative.

Create snapshot Copy snapshot Open ChatGPT Generated -

Executive Flow

Simple path: KPI status -> drivers -> execution -> risk.

1) KPI status 2) ARR drivers 3) Pipeline & deals 4) Partner/health

Hero: Net New ARR vs Target + Opp Engine click period for details

Left axis ARR (€K), right axis opp count. Monthly/quarterly and cumulative toggles are active.

Focus chart

Chart comment (Hero)

ARR Bridge (Q4 2025 -> Q4 2026) deck logic

Focus chart

Chart comment (ARR bridge)

Start ARR

Expansion ARR

New Logo ARR

Churn ARR

Contingency %

Risk / Actions / Assumptions

Top risks

Weekly / Quarterly execution actions

Last updated

Win rate

Avg sales cycle days

Avg ARR / win (€K)

Target opp / month

1:1 Weekly / Quarterly Update Plan (Antonio)

Last weekly update

-

Update since -

Last quarterly update

-

Update since -

Weekly entries

0

1:1 cadence

Quarterly entries

0

QBR cadence

Focus chart

Weekly Highlights

Quarterly Highlights

Add weekly update

Week start

Quarter

Q1-2026Q2-2026Q3-2026Q4-2026

Plan for this week

Update for last week

Challenges

Asks / need help

Add weekly update

Add quarterly update

Quarter

Q1-2026Q2-2026Q3-2026Q4-2026

Update date

Quarter summary

Quarter challenges

Quarter asks / need help

Add quarterly update

Type	Period	Update date	Update since	Plan this week / Summary	Last week update	Challenges	Asks / help	Action

Driver Inputs (Edit Mode)

Locked by default. Click Edit fields to update chart-driving values.

Fields are locked.

Monthly performance inputs (drives hero/pipeline/opp trend)

Month	Target ARR €K	Actual ARR €K	Opp target	Opp actual	Pipeline €K	Churn €K	Gap reason

Key account upsell potential (NetGO + others)

Apply weighted upsell to Expansion ARR Total potential €K 0 Weighted forecast €K 0

Account	Current ARR €K	Upsell potential €K	Probability %	Target quarter	Owner note

Add upsell account

Funnel Engine Overview pipeline-first summary

Shows if the funnel can close the ARR gap: coverage, conversion, cycle speed, and velocity with red/yellow/green commentary.

Coverage commentary

-

Stage conversion ratios

-

Actions to close ARR gap

-

Deals Overview execution-first board

Top-level deal execution summary: weighted value, concentration risk, commit quality, and near-term closes.

Concentration risk

-

Deal execution quality

-

Immediate leadership action

-

Inputs Dashboard (Leading Indicators)

Activity -> output funnel for last 7 and 30 days with actual vs target, trend, and conversion visibility.

Metric	Actual 7d	Target 7d	Actual 30d	Target 30d	7d vs 30d trend	Stage conversion

Pipeline Quality slippage, confidence, age, velocity

Stage: AllDiscoveryQualifiedProposalNegotiationCommit Confidence: All>= 70>= 50>= 30 Close month: AllFebMarApr Deal size: All0-25k25-75k75-150k150k+ Source: AllPartnerDirectEvent Product: AllVHIVAPCMPCDNPS

Top 10 Deals Board

Brutal clarity: deal value, stage, close confidence, single risk, single next step, and exec help needed.

Account / Deal	ARR €K (U/W)	Stage	Close month	Close type	Biggest risk	Next step + owner + date	Exec help needed	Help detail

If top 3 slip -> impact: -€0K weighted

Root Cause Tree

Lever	Current	Required	Gap	Impact on ARR gap

Decision Log & Operating Cadence

This week priorities (max 3)

Last week outcomes

Decisions needed from leadership (max 3)

Blockers + mitigation owner

Next 7 days highlights

Partner Portfolio Overview health map first

Current ARR, potential ARR, gap and partner operating KPIs to prioritize co-sell action plans.

Partner Leverage Table

Sort: Momentum (high to low)Sort: SLA responsiveness (fast to slow)Sort: Pipeline 90d (high to low)

Partner	Pipeline 30d/90d €K	Meetings next 30d	Campaigns	Enablement	Resp. SLA (h)	Resp. (1-5)	Momentum	Status

Admin Overview data stewardship summary

Data trust status, freshness risks, and archive/import health in one glance.

Data trust headline

-

Freshness headline

-

Archive / import headline

-

Definitions & Data Trust

Metric Definitions

• Opportunity: counted once created and staged (Discovery+).
• Pipeline: open opportunities only (excludes closed won/lost).
• Coverage: open pipeline ARR / remaining ARR target.
• Weighting: weighted ARR = ARR * confidence probability.

Data trust dimensions

Dimension	Coverage	Status	Signal

Dimensions tracked: accuracy, completeness, consistency, timeliness, validity, uniqueness, relevance.

Data Quality Widget

Dataset Inventory & Freshness

Counts, freshness, file-size estimates, and import lineage for stewardship.

Import history (latest first)

Imported at	Source	Imported by	Payload size

Save local Download JSON Download Opp CSV Import JSON

Update planning utility

1:1 Weekly / Quarterly update plan remains in the dedicated tab.

Open 1:1 update tab

Archive Repository (No Data Loss)

Archived events, out-of-region records, and previous imports can be browsed and restored from here.

Archived events 0 Archived weekly updates 0 Archived quarterly updates 0 Out-of-region records 0 Import snapshots 0

Type	Item	Reason	Archived at	Action

Out-of-region storage (kept, not shown in DACH views)

Type	Item	Country	Stored at

Previous imports / versions

Pipeline by Stage € / # toggle

€ amount# opps Open pipeline Open opps Commit €K

Focus chart

Chart comment (Pipeline)

Opp Creation Trend (18m + 2026)

Focus chart

Chart comment (Opp trend)

Needed to Hit Plan

Remaining to plan
Win rate
Avg ARR / win (€K)
Months remaining
Wins needed
Opps needed
Opps needed / month

Opportunity Overview Manager required vs actual + add opp

Chart comment (Opp outcomes)

Opportunity	Account	Status	ARR €K	Scorecast	Country	Segment	Product	Source	Stage	Created	Next step	Win/Loss reason

Add new opportunity

OpenClosed WonClosed Lost DEATCH CSPMSPOther VHIVAPCMPCDNPS PartnerDirectEvent DiscoveryQualifiedProposalNegotiationCommitClosed WonClosed Lost

Add opportunity

Event Overview Manager add/edit events

Focus chart

Chart comment (Events)

When	Event	Country	Potential	Status / Notes	Leads	Opps	Wins	Est ARR €K	Action

Add new event

HighMediumOptional

Add event

Customer Health Map partner potential vs responsiveness

Bubble size = current ARR. X-axis = selected metric. Y-axis = responsiveness (1-5).

Potential ARRCurrent ARRGap Linear XLog X No labelsTop 10 labelsSearch labels

Visible 0 X min 0 X max 0

Focus chart

Chart comment (Customer health)

Top Account Risk (from health map)

Partner	Potential	Current	Gap	Resp.

Partner Events Summary

Partner webinars and co-marketing events that can unlock partner-sourced pipeline.

When	Event	Country	Potential	Status / Notes	Leads	Action

Focus Plan Source Data Reflected

Baseline Plan (slide 3)

Actuals vs Plan (slide 4)

Introducers Status (slide 12)

Introducer	Status	Comments

Account Coverage Snapshot (slide 11)

Agenda Items Q1/Q2 (slide 17)

Item	Date	Comment

Deck Considerations (Slides 5, 7, 8)

KPI Pipeline (new business)

KPI Won Opportunities

KPI NRR (existing business)