AltheaSuite Sales — Target Tracker

Rest-of-year target

Calculating…

Annual Goal

—

new business, calendar 2026

Booked YTD

—

Still Needed

—

Required / Month

—

Annual ARR goal

Full-year new business ($)

Annual ARR Goal

—

new business · calendar 2026

Achieved so far

—

Yet to be met

—

MRR goal & current month

Per-month view

MRR Goal

—

Current Month

—

Cumulative vs Pace

—

Projected Year-End

—

Progress to $800K annual goal

YTD attainment
New business booked vs annual goal

—

$0 | where linear pace says we should be today $800K

Monthly new business vs goal

Remaining months: grey = monthly goal, coral = extra needed to still hit the annual goal

Month	Goal	Actual	+ / –	Status

Quarterly rollup vs quarterly goal

Where new business is coming from (referrals)

2026 Customers added

New customer entries · click any row to edit

Date	Customer	Business	City / State	Monthly	Annual	Referred By	Prior System	Type	Actions

Sales projection pipeline

Prospects who demoed — estimated close date & deal size

Prospect	Business	Demo date	Est. close	MRR	Annual	Stage	Prob.	Weighted ARR	Actions

Existing live customers

Imported from HD Althea

Customer	Company	City / State	Business	Plan	Sub $/mo	Since	Go-live	Renewal	Users	Rep	Site

AltheaSuite Sales — Target Tracker

Annual ARR goal

MRR goal & current month

Progress to $800K annual goal

Monthly new business vs goal

Quarterly rollup vs quarterly goal

Where new business is coming from (referrals)

2026 Customers added

All customers

Sales projection pipeline

Pipeline

Existing live customers

Live customers

Add new customer

Edit targets

Add prospect

Members & access