ARCHBEE TEMPLATES

Monthly Sales Recap

9min

Stats

Month, Year ⌚️

Beginning of month Total MRR: $New MRR: $Churn and Downgrades: $Upgrades: $Net New MRR: $End of month Total MRR: $ New Customers: 24 Upgrades: 3 Notes:

Goal πŸ₯…

Goal: $Net New MRR: $ Percent of goal: x% Remaining for quarterly goal: $Percentage of quarterly goal: x% Notes:

Funnel Metrics πŸ“ˆ

MQLs:

  • conversion: x %

SQLs:

  • conversion: x %

Closed Won Deals:

  • conversion: x %

Notes:

New Records! πŸŽ‰ 🍾 πŸ‘πŸ½

Average Sale Price (ASP) - $402.08

  • last month was $298.36

Record 2

  • note

Record 3

  • note

Deal by Deal

New Customers

Company A - 156 users - $15,000/yearIndustry - eCommerceSales Cycle - 18 daysUse Case - OperationsNotes - Almost lost to a competitor. New machine learning features put us over the edge. Company B - 240 users - $2,800/moIndustry - AgencySales Cycle - 23 daysUse Case - Agency, ExpansionNotes - Launching two new international locations, looking for Tettra for consistency Company C - x users - $Industry - Sales Cycle - Use Case - Notes - Company D - x users - $Industry - Sales Cycle - Use Case - Notes - Company E - x users - $Industry - Sales Cycle - Use Case - Notes -

Upgrades

Company F - x users - $Industry - Sales Cycle - Use Case - Notes - Company G - x users - $Industry - Sales Cycle - Use Case - Notes -

Notes πŸ—―

Our MQL number was lower than projected, likely due to building the projection off of last month, where we launched on Product Hunt and had other press. Thankfully we overcompensated with our conversion rate from SQL to Won Deal, so we still did 124% of goal. Note 2 Note 3

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