Funnel Daily Pacing Board
BrokerBot · current-month pacing vs plan
As of 2026-07-07 July 2026 · Day 7 of 31 · refreshed 2026-07-09 18:56 UTC
Morning check for July pacing versus the monthly plan. Current-month widgets show MTD actual, pace-to-date, month goal, and a naive linear projected EOM.
Source: Leads/Demo stages = HubSpot pipeline; New Customers = Stripe paid customers (approximate, not reconciled); board goals are derived at actual conversion rates 64/83/39.
Refreshed 2026-07-09 18:56 UTC

Current-month pacing

Hero: daily pacing vs plan for the current month.
Volume vs. leak: red “Behind pace” flags on Leads, Demo Set, and Demo Held show one shared volume shortfall versus pace-to-date—fewer leads cascade into fewer demos, not three separate leaks. Conversion remains healthy (Lead→Demo Set 64% vs 30% plan; Demo Set→Held 83% vs 88%); the true leak is Demo Held→Billing at 39% vs 53%.
Current month pacing

Leads

Created deals · headline actual · naive linear projection
Behind pace by 32
MTD actual
12
Status
Behind pace by 32
-32 vs pace-to-date
Pace to date43.8
Month goal194
Projected EOM53.127.4% of goal
MTD ACTUAL 12.0 TODAY'S PACE 43.8 MONTH GOAL 194
Day 7 of 31 elapsed
MTD attainment: 6.2%
Current month pacing

Demo Set

Appointments scheduled · naive linear projection
Behind pace by 20
MTD actual
8
Status
Behind pace by 20
-20 vs pace-to-date
Pace to date28.2
Month goal125
Projected EOM35.428.3% of goal
MTD ACTUAL 8.0 TODAY'S PACE 28.2 MONTH GOAL 125
Day 7 of 31 elapsed
MTD attainment: 6.4%
Current month pacing

Demo Held

Meetings held · naive linear projection
Behind pace by 18
MTD actual
5
Status
Behind pace by 18
-18 vs pace-to-date
Pace to date23.5
Month goal104
Projected EOM22.121.3% of goal
MTD ACTUAL 5.0 TODAY'S PACE 23.5 MONTH GOAL 104
Day 7 of 31 elapsed
MTD attainment: 4.8%
Current month pacing

New Customers

Stripe first paid invoice · naive linear projection
Behind pace by 4
MTD actual
1
Status
Behind pace by 4
-4 vs pace-to-date
Pace to date5.2
Month goal23
Projected EOM4.419.3% of goal
MTD ACTUAL 1.0 TODAY'S PACE 5.2 MONTH GOAL 23
Day 7 of 31 elapsed
MTD attainment: 4.3%

Customer outcome context

Compact support strip: Mar–Jun closed customers plus July MTD.
Outcome summary

Mar-Jun customers

Outcome strip: closed customers through June versus plan
Ahead by 7
Actual
53
Plan
46.0
+7 vs plan
Projected EOM53.0naive linear
Attainment115.2%vs plan
ContextClosed through JuneMar–Jun plan to date
MTD ACTUAL 53.0 PLAN BENCHMARK 46.0
Outcome summary

July customers MTD

Outcome strip: current month customers versus plan-to-date
Behind pace by 4
Actual
1
Plan
5.2
-4 vs plan
Projected EOM4.4naive linear
Attainment19.3%vs plan
ContextJuly MTD7 of 31 days elapsed
MTD ACTUAL 1.0 TODAY'S PACE 5.2 MONTH GOAL 23

Month-over-month trends

Nice to have: history, recap, and trend context.

June — final Budget vs Actual

Completed month recap using the same actual-rate budgeting as the board.
Stage Budget Actual Gap Attainment
Leads 160 78 -82 48.8%
Demo Set 103 55 -48 53.4%
Demo Held 86 40 -46 46.5%
New Customers 17 15 -2 88.2%
Month-over-month trend

Leads

Budget-vs-actual across Mar–Dec. Actuals exist through July; future months are budget-only.
Jul actual 12
MarAprMayJunJulAugSepOctNovDecBudget = gray · Actual = blue
Month-over-month trend

Demo Set

Budget-vs-actual across Mar–Dec. Actuals exist through July; future months are budget-only.
Jul actual 8
MarAprMayJunJulAugSepOctNovDecBudget = gray · Actual = blue
Month-over-month trend

Demo Held

Budget-vs-actual across Mar–Dec. Actuals exist through July; future months are budget-only.
Jul actual 5
MarAprMayJunJulAugSepOctNovDecBudget = gray · Actual = blue
Month-over-month trend

New Customers

Budget-vs-actual across Mar–Dec. Actuals exist through July; future months are budget-only.
Jul actual 1
MarAprMayJunJulAugSepOctNovDecBudget = gray · Actual = blue
brokerbot.ai · sales@brokerbot.ai
July pacing uses 7 of 31 days elapsed. The pace marker is the prorated monthly goal, and the projection assumes a straight-line month with no seasonality. Leads/Demo stages = HubSpot pipeline · New Customers = Stripe paid customers (approximate, not reconciled) · goals derived at actual conversion rates 64/83/39.