MagellanXR — Company Health

Revenue & sales

Revenue closed — this month

Pipeline value

HubSpot

Deals closed

HubSpot

Stalled deals

HubSpot

Win rate (90d)

HubSpot

Informational

Avg deal size

HubSpot

Recurring revenue

Hosting revenue

/ month

Active venues

MoM trend

ManualUpdated monthly

Churn this month

Updated monthlyManual

Projected annual

Auto-calculatedCalc

Informational

Operations & delivery — Atlassian

Deployments in progress

Jira

Informational

At-risk / overdue

Jira

Open escalations

JSM

Avg time to go-live

Jira

Informational

Marketing & pipeline

New leads

HubSpot

Informational

Lead → demo rate

HubSpot

Informational

Pipeline by stage

InformationalHubSpot

Data entry

Shaded by source system. Synced fields auto-populate — type to override, click “restore” to revert.

HubSpot

QuickBooks

Jira

JSM

Manual

Calculated

Revenue & sales

Revenue closed ($)

QuickBooks

Deals closed

HubSpot

Pipeline value ($)

HubSpot

Stalled deals

HubSpot

Win rate (0-1)

HubSpot

Avg deal size ($)

HubSpot

Recurring revenue

Active hosted venues

Manual — update monthly

Venues last month

Manual — for MoM trend

Churned venues

Manual — monthly

Monthly hosting ($)

Calculated — read only

Operations & delivery

Client Delivery epics open

Jira

Epics past due date

Jira

Open escalations

JSM

Avg time to go-live (d)

Jira

Marketing

New leads this month

HubSpot

Lead-to-demo rate

HubSpot

Saved

Threshold configuration

Green / yellow / red boundaries for status metrics only. Gray accent metrics have no threshold — add one here when a baseline is established.

QBMonthly revenue target ($)

QBRevenue yellow floor ($)

HSMonthly deals target

HSPipeline coverage target ($)

HSStalled deals — yellow at

HSStalled deals — red at

Hosting fee per venue ($/mo)

JiAt-risk deployments — red at