Sales leaders need to know before the forecast call whether the team will hit the number, where the pipeline is thin and which deals need attention. This report leads with the answer, then shows bookings against target, pipeline coverage and conversion, activity, the deals that matter and short commentary on the variance.

The sample follows Millrace Distribution, a fictional wholesale distributor, for February 2027. It shows bookings at 93% of a £2.1M target, a £7.8M pipeline at 3.4 times coverage, a £2.1M commit and a £2.6M best case. Replace the target and bookings with your CRM export and recompute coverage with your own stage probabilities.