last 12 months · ending Apr 30, 2026

Good morning, Jamie.

Tracking $460K behind plan — mid-market mix lifted deal count but pulled ACV down ~20%.

ask

updated 6 min ago · synced to Salesforce, HubSpot, GA4

Attributed revenue

$9.8M

→ $460,000 behind

96%

of $10.3M plan

Closed-won deals

612

↑ on pace

100%

vs 612 target

Blended CAC

$5,461

↑ at ceiling

101%

under $5.5K ceiling

Blended ROAS

2.9×

↑ at plan

102%

vs 2.9× plan

q2 2026 forecast · 61 days remaining

Projected close $1.7M vs $1.9M plan

$170K short of plan

78%

confidence

low $1.6Mplan $1.9Mhigh $1.8M

April closed $612K. To make plan, May + June must average $620K — last six months averaged $580K.

✦ what changed

Five signals from the last 30 days.

Each claim shows its working: the math and sources behind it.

report
Partnerships went from supporting role to lead actor
April closed $612K Data-Driven (+8% MoM). Partnerships' Data-Driven share lifted 9% → 14% — the largest single-month re-attribution in twelve months.
Read full report
April · monthly report
signal
The $772K LinkedIn gap
Data-Driven credits LinkedIn $1,845,000 over the trailing year. Last-touch credits $1,073,455. The gap is the post-September ramp doing the work the visit got credit for.
Open LinkedIn channel
trailing 12 mo
win
Events is the cleanest paid line — 5.9× ROI
NAB nurture's 6-week credited window finished December at 5.9× blended. The allocator places another $80K against Events comfortably within marginal-ROAS tolerance.
Open NAB campaign
Q1 close
risk
Meta L3% creeping back to fatigue
Frequency on Lookalike-3% sits at 6.2× — heading toward the 8.4× peak that triggered the January CAC spike. Creative is 11 weeks live.
Open Meta L3%
this week
shift
Mid-market mix grew to 38% of closes
LinkedIn Tier 2 has added 38 closes year-to-date against accounts under 250 employees. Volume up, ACV down — the math the pacing one-liner is describing.
Open Tier 2 campaign
last 90 days

decisions waiting on you

3 pending · 1-click approve.

Each move shows confidence and the math behind it. Approving is local to the demo.

Lift LinkedIn ABM Tier 1 spend by $12K/month
→ +$48K projected attributed revenue · Q2
88% confidencethis weekOpen LinkedIn Tier 1
Pause Meta Lookalike-3% audiences for two weeks
→ Avoids ~$24K wasted spend · refreshes audience for Q2
94% confidencetodayOpen Meta L3%
Brief Sales on the partnerships motion
→ 31% faster close on partner-sourced second touches
81% confidencenext 1:1Open Partnerships

channel mix · data-driven · 12 mo

Good morning, Jamie.

Projected close $1.7M vs $1.9M plan

Five signals from the last 30 days.

Partnerships went from supporting role to lead actor

The $772K LinkedIn gap

Events is the cleanest paid line — 5.9× ROI

Meta L3% creeping back to fatigue

Mid-market mix grew to 38% of closes

3 pending · 1-click approve.

Lift LinkedIn ABM Tier 1 spend by $12K/month

Pause Meta Lookalike-3% audiences for two weeks

Brief Sales on the partnerships motion

9.8M across twelve channels.