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CORL Financial Dashboard Overview

This is an overview of the reports and information you can find inside the CORL Financial Dashboard.

CORL Financial Dashboard Video:

 

Reports inside the 2023 Company Dashboard:

  • Stage/Current Qtr - CORL: This is the total amount in each stage for CORL for the current quarter.
  • Stage/Current EoY CORL: This is the total amount in each stage from now to the end of the year for CORL. 
  • Pipeline Growth MoM - New Business/Upsell: This is the number of deals and the amount created in each month from September of 2022 to the current month. 
  • Active Pipeline Total: The total pipeline for both net new and renewals for CORL. 
  • 2023 Closed Won (By Quarter) - New Business: Closed won net new business in each quarter in the current year for CORL. 
  • Total Pipeline - Won & Active: Total overall pipeline includes won and open deals for CORL.
  • Closed Won This Year: All closed won business for CORL. 
  • 2023 Closed Won (By Quarter) - Renewals: Closed won renewal business in each quarter in the current year for CORL. 
  • Closed Won This Year (By Month): Closed won business broken down by month. for CORL. 
  • 2023 Bookings by Deal Type: Closed won business by deal type new service, renewal, upsell, and downsell.
  • 2023 Bookings by Service Line & Pipeline (Net): Closed won business with service line revenue amount and deal type (new business, renewal, upsell or downsell).
  • New Business Closed Won 2023 Detailed View: Detailed list of closed won net new business including close date, deal owner, service line, kickoff date, onboarding date, ACV etc. 
  • Renewal Closed Won 2023 Detailed View: Detailed list of closed won renewal business including close date, deal owner, service line, kickoff date, onboarding date, ACV etc. 
  • 2023 RITHM Deals (ACV) - CORL Services (Net): Closed won RITHM deals and their annual contract value for CORL. 
  • 2023 Deals Won Downsell: Closed won deals with a downsell component for CORL. 
  • Total Deals Sold
  • Cleared Deals Sold
  • Cleared Conversions Won: This is how many successful, closed won CORL Cleared Conversions we have had in the current year. 
  • Active Cleared Conversions: This is how many open CORL Cleared Conversions are active in the current year. 
  • New Biz Deals Created This Quarter: New business opportunities created this quarter. 
  • VendorCleared Pipeline
  • Renewal Deals Lost This Quarter:
  • Renewal Deals Lost This Yea
  • Confirmed Churned Accounts This Year: Confirmed, churned accounts for 2023. 
  • Confirmed Churned Accounts After 2022 - Quarterly: Confirmed, churned accounts from 2022 broken up by quarter. 
  • 2023 Confirmed Churned Accounts Detailed
  • Confirmed Churned Accounts After 2022
  • Renewal Deals Lost Since 2022 Detailed

Additional Information: