2 · Quarterly overview — goal vs actual PowerSuite + Projects
All actuals live from HubSpot · goals from the KPI 2026 plan. H2 (Q3–Q4) fills in as the half progresses.
3 · Deal attribution
By product
PowerSuite vs AI projects · H1 2026 actual vs H2-to-date (live) vs full-year goal.
By channel (new deals · utm_source)
H1 2025 vs H1 2026 vs H2-to-date (live).
4 · SQL → Customer conversion YtD 2026
Customers won ÷ deals that entered the SQL stage in 2026 to date (live HubSpot) — includes deals later lost, so this is the true rate. "vs 2025" compares to the full-year 2025 rate. Target = KPI-plan customers ÷ SQL. Per-product uses the interest tag, so PowerSuite and Projects overlap slightly.
5 · New customers YtD 2026 · …
Deal name
Type
Channel source
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Deals that moved to the Klant (customer) stage in 2026. Type from dealtype where set, otherwise inferred from the deal name; channel from utm_source.
1 · Leads
New MQLs This month · …
Deal name
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New SQLs This month · …
Deal name
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New customers This month · …
Deal name
Type
Channel source
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2 · Actions & experiments
A · Experiments (Monday · MLC - Experimenten)
Experiment
Status
Timeline
Testsheet
Channel
KPI
UTM_campaign
MQL
SQL
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B · Priority projects (Monday · MLC - Projecten & Taken · group Projecten)
Project
Status
Deadline
UTM_campaign
MQL
SQL
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C · Direct mailings (Excel · Mail_Campagne_statistieken - MLC)
Message
Status
Type
Audience
Copy
Sent Date
Recipients
Reply rate
UTM_campaign
MQL
SQL
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D · WeConnect (Monday · Social - We-Connect · Live: Guus + Laura)
Item
Audience size
Profile
Runtime
Status
Connected
Reply rate
UTM_campaign
MQL
SQL
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3 · Lead comparison
This month vs last month vs the same month last year. MQL/SQL = deals that entered the stage; Customers = moved to Klant.
4 · Deal attribution
By product
PowerSuite vs AI projects — this month.
By channel
New deals this month by source (utm_source).
1 · Account coverage Target accounts · live HubSpot
2 · Target accounts …
Outreach
Touchpoints last 30 days
Account⇅
Status⇅
Contacts⇅
Active deal(s)⇅
Last interaction⇅
Last LinkedIn⇅
Last cold mailing⇅
Website visit?⇅
Form?⇅
Webinar?⇅
Event?⇅
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Status legend
Status
Meaning
What to do
Active deal(s) · discuss
The account has one or more open deals (any pipeline). Overrides every other status.
No ABM outreach without checking with the deal owner first — don't interfere with a running deal.
⚡ Act now
Showed interest in the last 30 days (visit, form, webinar, click or reply), but no outreach from us in 30+ days.
Top priority: follow up on the signal while it's warm.
🔥 Hot
Recent interest (<30 d) and recent outreach (<30 d).
Keep the conversation going.
In progress
We reached out in the last 30 days; no interest signal yet.
Await response, plan the next touch.
Stale
No interest and no outreach in 30+ days.
Re-engage: new angle, new contact person, or new content.
Untouched
Never contacted at all.
Plan a first outreach.
Recent signals last 30 days
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Definitions
Status: see legend — signal = Leadinfo visit, form conversion, marketing-email click or sales-email reply (<30 d); outreach = logged call / email / meeting, LinkedIn touch or cold mailing (<30 d). Last interaction = HubSpot "Last Contacted": updates when an email is sent from or logged in HubSpot, a call is logged, or a meeting is logged/booked — SendGrid sends and plain notes excluded. Touchpoint columns show the last 30 days only; webinar/event dates require the laatste_webinar_datum / laatste_event_datum workflow properties (undated values shown until those exist). Active deal(s) excludes On hold and Pre-MQL stages. Excluded from the list: accounts with Lifecycle Stage: MLC = Active Customer or Active Partner.