September, as at 17 September 2026
September is forecast to finish at £148,200 against a £120,000 target, with £82,000 already won. £8,750 of October’s forecast rests on 1 deal where the customer has not replied for 30 days or more; without them it is £29,000, £101,000 short of target.
£82,000 won so far plus £66,200 weighted open gives £148,200 for September. That is the figure the board pack carries; the Weighted column below is the open half of it, so the two documents do not disagree.
This month counts what is already won toward its target. The two after it have nothing won yet, so they are judged on what is dated alone.
| Month | Deals | Dated | Weighted | Target | Against target |
|---|---|---|---|---|---|
| September | 6 deals | £107,500 | £66,200 | £120,000 | covered |
| October | 4 deals | £91,500 | £37,750 | £130,000 | £92,250 short |
| November | 2 deals | £25,000 | £7,500 | £110,000 | £102,500 short |
Weighted applies your CRM’s own per-stage win probability to each deal. A deal the CRM gives no probability is counted in Dated and left out of Weighted.
A scenario, not a replacement forecast: each month with the weighted value of the deals where no customer reply was found taken out. It shows how much of each month rests on customers who have not answered.
| Month | Forecast | From deals with no reply | Without them | Target | Against target |
|---|---|---|---|---|---|
| September | £148,200 incl. £82,000 won | £16,000 (1) | £132,200 | £120,000 | still covered |
| October | £37,750 | £8,750 (1) | £29,000 | £130,000 | £101,000 short |
| November | £7,500 | none | £7,500 | £110,000 | £102,500 short |
On 1 August the forecast for August 2026 was £96,500 (weighted by your CRM’s odds; £142,000 dated in all). £77,000 closed won: 80% of the forecast.
| Person | Forecast | Won | Of forecast |
|---|---|---|---|
| Joe Spicer | £42,000 | £26,000 | 62% |
| Helen Price | £36,500 | £38,500 | 105% |
| Owen Nash | £18,000 | £12,500 | 69% |
Won includes deals that were not in the forecast on the first, so a person can beat their forecast with deals nobody had dated to that month.
| Deal | Value | Odds | Next step | Next meeting | In the way |
|---|---|---|---|---|---|
| Halloway Foods, framework Owen Nash | £32,000 | 50% | none | diary not connected | no next step, no reply from the customer in 64 days (4 chasers) |
| Carrow Fittings, rollout Joe Spicer | £21,000 | 80% | Send the signed order form | Fri 18 Sept, 10:00 in person, Carrow Fittings, Leeds | no flags detected |
| Fenwick Supplies, expansion Joe Spicer | £18,500 | 80% | Send the revised pricing they asked for by 22 September | Wed 23 Sept, 14:00 Teams | no flags detected |
| Marsh and Co, proposal Helen Price | £18,000 | 50% | Chase the finance sign-off | Tue 22 Sept, 09:30 Teams | budget sign-off sits with their finance director |
| Alderton Interiors, annual contract Joe Spicer dated today | £12,000 | 80% | Board sign-off, then confirm | none booked | no flags detected |
| Ledbury Castings, phase two Helen Price | £6,000 | none | none | none booked | no contact logged for 20 days, no next step |
| 6 deals | £107,500 | £66,200 |
£107,500 dated. £66,200 weighted on your CRM’s own stage odds. 1 deal worth £6,000 carry no probability and are in the first figure only.
The biggest open deals dated LATER than this month, or with no date at all. This is a selection by value and date only: nothing here is evidence that any of them can be brought forward, and several may be quiet. None is counted in September’s totals, though the ones dated next month do appear in the three-month table above.
| Deal | Value | Dated |
|---|---|---|
| Northgate Homes, framework Helen Price | £34,000 | 9 October |
| Trent Valley Tools, expansion Joe Spicer | £28,000 | no close date |
| Pennine Systems, tender Joe Spicer | £26,000 | 23 October |
| Linton Joinery, rollout Owen Nash | £17,500 | 2 October |
| Oakfield Plastics, proposal Owen Nash | £15,500 | 6 November |
£49,500 of the £266,000 open pipeline (19%) sits on 2 deals where no reply or meeting from the customer was found for 30 days or more. They are still open and still counted in the forecast. Silence is a reason to check, not proof a deal is lost. Checked against the emails on record for 3 of 3 people with open deals (logged in the CRM or read from a connected mailbox). Meetings are only seen where someone has connected their diary.
| Owner | Deals | Value | Of their pipeline |
|---|---|---|---|
| Owen Nash | 2 of 4 | £49,500 | 66% |
| Deal | Value | The evidence |
|---|---|---|
| Halloway Foods, framework Owen Nash | £32,000 | Last heard from the customer 15 July (64 days ago): “Your proposal is with our procurement team.” 4 emails from Owen since, no reply (the last 4 days ago). The CRM record was last updated 4 days ago. Still dated to close 30 September, at 50%. |
| Linton Joinery, rollout Owen Nash | £17,500 | Last heard from the customer 1 August (47 days ago): “Will review the rollout plan and come back.” 3 emails from Owen since, no reply (the last 9 days ago). The CRM record was last updated 9 days ago. Still dated to close 2 October, at 50%. |
A rep’s own emails and CRM notes are not a customer response: only the customer writing back, or a meeting, is. For each deal: ask the owner whether it is still live, agree a next step with the customer, then update the date or the status on what they hear.
| Deal | Value | Odds | Next step | Next meeting | In the way |
|---|---|---|---|---|---|
| Northgate Homes, framework Helen Price | £34,000 | 50% | Legal to return the contract | Thu 24 Sept, 13:00 in person, Northgate Homes, York | waiting on their legal review |
| Pennine Systems, tender Joe Spicer | £26,000 | 30% | Answer the tender questions by 30 September | Tue 29 Sept, 11:00 Teams | no flags detected |
| Linton Joinery, rollout Owen Nash | £17,500 | 50% | none | diary not connected | no next step, no reply from the customer in 47 days (3 chasers) |
| Priory Print, annual contract Helen Price | £14,000 | 30% | Send the proposal | Thu 1 Oct, 10:00 Teams | dated faster than its owner has ever closed |
| 4 deals | £91,500 | £37,750 |
£91,500 dated. £37,750 weighted on your CRM’s own stage odds.
| Deal | Value | Odds | Next step | Next meeting | In the way |
|---|---|---|---|---|---|
| Oakfield Plastics, proposal Owen Nash | £15,500 | 30% | Discovery call booked | diary not connected | no flags detected |
| Harrow Mills, pilot Owen Nash | £9,500 | 30% | Scope the pilot | diary not connected | no flags detected |
| 2 deals | £25,000 | £7,500 |
£25,000 dated. £7,500 weighted on your CRM’s own stage odds.
Every figure here is a sum of the deals named above it, and every percentage came from your CRM rather than from us. The figures are calculated, not written by AI, so you can rebuild any total at the table.