This month, 120 opportunities entered the Setting pipeline and 25 discovery calls were booked. 20 showed up, 1 cancelled, and 1 no-showed. 2 leads were handed off to strategy. Current live status for this month’s cohort is 162 open, 0 lost, and 13 abandoned.
Booking rate can exceed 100% because total opportunities are based on opportunities created this month, while booked calls include all discovery appointments booked this month, even if the opportunity entered earlier.
Archived handoff counts use opportunities moved to won during the selected period, while open, lost, and abandoned reflect the current status of opportunities created in that period.