At-Risk Whalehigh
Largest deal · Bob AI missed
Helix Biosciences
$1.2M
Spreadsheet planning pain detected on call — workforce planning lives in spreadsheets and managers can’t see headcount vs budget. Bob AI was never introduced.
Monitoring · Bob AI LaunchMorning CoffeeLast sync 2m ago
Manager Command Center — your three moves for today.
The single screen for sales leadership running the Bob AI launch. Every metric on this page is direct evidence that Bob-Included deals win more, close faster, and carry materially higher ACV.
Signal of the Week+38% week-over-week
Trending pain point
CFO Budget Visibility
CFOs are asking why headcount approvals don’t reconcile with Finance plans in real time. When reps hear “we can’t see headcount vs budget” they should pivot to Bob AI’s workforce planning use case.
headcount vs budgetspreadsheet planningHR/Finance alignment
Coachable MomentsLast 24h
3 calls missed a Bob AI trigger
Meridian Health Network
Sana Okafor · missed “manager overload”
Lumen Financial
Elena Vance · missed “manager inconsistency”
Velora Software
Priya Shah · missed “HR ticket volume”
Total Pipeline Coverage
Every open opportunity analyzed for Bob AI fit this week.
1,412
+12%vs last week
Bob AI Qualified
Deals where buyer signals match the Bob AI ICP.
438
+4%31% of total
Missed
Qualified deals where the rep skipped the Bob AI pitch.
100
+9324 positioned + 14 partial + 100 missed = 438 qualified
Positioned On-Message
Deals where Bob AI was positioned on-message and on-value.
324
+1874% of qualified
ARR at Risk
Pipeline value in qualified deals still missing the Bob AI pitch.
$4.2M
−$320Kacross 12 accounts · top 5 shown below
Adoption Score
Composite of Bob AI pitch coverage, quality, and asset usage.
74
Target 85
Revenue Multiplier
Launch LiftBob-Included deals are bigger and they win more often.
Average Deal Size
$142K
+61%vs $88K on standard deals
Win Rate
42%
+62%vs 26% on standard deals
Bob AI deals close faster.
15 daysfaster
47 days Bob-Included · 62 days standard
Executive pain (CFO/CHRO) addressed earlier in the cycle.
Primary Visual
Win Rate Impact · Bob AI positioned vs missed
Side-by-side proof the launch is working. Deals where reps positioned Bob AI close more often and at materially higher ACV than deals where the pitch was skipped.
Win Rate
+62% lift when pitchedBob-Included
42%
Standard
26%
Average Deal Size
+61% larger when pitchedBob-Included
$142K
Standard
$88K
Bob-Included cohort · n = 116 closed deals Standard cohort · n = 402 closed deals · trailing 90 days
Asset Influence
Materials driving revenue
Manager Companion Battlecard leads at $2.0M influenced ARR.
By Segment
Adoption by segment
Action Required
Highest-risk opportunities this week
Click any Recommended Action to open the Coaching Intelligence modal — pre-built from the rep’s transcript triggers.
| Account | Rep | ARR | Mention | Pitch | Risk | Recommended Action |
|---|---|---|---|---|---|---|
| Helix Biosciences Strategic — CHRO-led · Negotiation | EV Elena Vance | $1.2M | missed | 38 | high | |
| Meridian Health Network Strategic — CHRO-led · Qualification | SO Sana Okafor | $720K | missed | 34 | high | |
| Velora Software Mid-Market — HR Ops · Proposal | PS Priya Shah | $168K | missed | 44 | high | |
| Lumen Financial Enterprise — Regulated · Technical Validation | EV Elena Vance | $340K | partial | 62 | medium | |
| Cordata Logistics Mid-Market — Multi-region · Discovery | CJ Chris Jordan | $92K | partial | 58 | medium |