S&M Oversight — Auctus Ops

Auctus Ops

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AUCTUS S&M Oversight

Sales & marketing performance

Open Tasks —

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Gameplan —

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Sales Reporting —

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syncing… · auto-refresh daily · Pipedrive

Date range

Deals & Leads by Add Datehover a bar

Pipeline Health

Projected MRR, funnel conversion & stage duration

Projected MRR by stage

Funnel — reaching stage

Avg duration / stage

New Business

Sales by Ratewon · service mix

Organizations by referral sourcetop 10

Client Churn

Pipeline Board —

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Sales Process · live status mirror of open deals · read-only · left edge = lead temp (🔴 hot · 🟠 warm · 🔵 cold)

Monthly Metrics —

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Monthly New Client Revenue — Estimate vs Actual

YTD Cumulative — Actuals vs Pipeline vs Proforma Goal (AvP / GvP)

Clients Signed vs Goal (5/mo)

Churn — Count & Revenue · reg vs non-reg

Select a month to view or enter data. Green dot = data entered. Kyll enters actuals each month.