Total Bookings
—
Year actuals
vs Plan Target
—
Actuals vs PoR
Quota Attainment
—
Bookings / Quota
Net Income
—
Bookings − Cost
Plan Target
—
Plan PoR target
YoY Bookings
—
vs prior year
Monthly Bookings — Actuals vs Quota vs Plan
Bars = Actuals · Line = Quota · Dashed = Plan Target
Quarterly Summary
Actuals vs Plan by quarter · click for detail
Regional Bookings Contribution Bridge
How each region builds to WW total · sorted by contribution
Quarterly Detail
Bookings, Quota, Plan and attainment by quarter
| Quarter | Bookings | Quota | Plan Target | Quota Att% | vs Plan% |
|---|
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Bookings by Region
Sorted by total bookings · click for detail
Quota Attainment by Region
Bookings ÷ Quota · click for detail
Regional Performance Detail
Actuals vs Quota vs Plan Target · sorted by bookings
| Region | Seg | Bookings | Quota | Plan Target | Cost | Quota Att% | vs Plan% |
|---|
Quota vs Bookings — Monthly Trend
Actuals (bars) vs Quota (line) · click for month detail
Attainment % by Month
Bookings ÷ Quota · 100% line = on-plan · click for month detail
Quota Attainment by Region
Worst attainment first · click row for detail
| Region | Persona | Bookings | Quota | Att% | Gap to Quota |
|---|
Total Bookings
—
Actuals revenue
Total Cost
—
Expected cost
Net Income
—
Bookings − Cost
Net Margin
—
Net ÷ Bookings
P&L Bridge — Bookings → Cost → Net Income
How expected cost converts bookings to net income · sorted by region
Monthly Bookings vs Cost vs Net Income
All values in $M · click bar for month detail
Monthly Margin % Trend
Net Income ÷ Bookings · 0% line · click for month detail
Net Income by Region
Bookings − Expected Cost · click for detail
Profitability by Region
Bookings, Cost, Net Income, Margin · click row for detail
| Region | Bookings | Cost | Net Income | Margin% | Plan Cost | Cost Variance |
|---|
Actuals
2025 Plan (PoR)
2026 Plan (PoR)
2026 MYR
Annual Bookings — All Versions Compared
Grouped bars: Actuals · 2025 Plan · 2026 Plan · MYR · click for detail
Bookings vs Plan — Gap Analysis
Positive = above plan · Negative = below plan · click for detail
Target Comparison (Targets/Top-Down)
Plan 2025 vs Plan 2026 vs MYR 2026 · click for detail
ASP by Version
Average Selling Price comparison · click for detail
Scenario Summary Table
Annual totals by version and year · click row for detail
| Scenario | Bookings | Target | Cost | Net Income | vs Target% | Quota Att% |
|---|
Why This Dashboard Wins
Built directly on Workday Adaptive Planning live data — no exports, no connectors, no lag.
vs Workday Adaptive Planning (Built-in Reporting)
✓ THIS DASHBOARD
Cross-filtered drill-down
Click any region → monthly chart instantly filters to that region's data. AP reports are static grids.
✓ THIS DASHBOARD
Regional contribution waterfall
See exactly how each region builds to the WW total. AP can't produce this view from its own data.
✓ THIS DASHBOARD
AI Analyst with full AP context
Ask questions in plain English. The AI knows your account codes, version logic, and region structure. AP has no AI layer.
✓ THIS DASHBOARD
Click-through everywhere
Every tile, chart, and row opens a detail panel. AP reports require separate report runs to drill down.
vs PowerBI + AP Connector
✓ THIS DASHBOARD
Zero setup — live SOAP API
No connector, no data model, no scheduled refresh. Data pulls directly from AP v33 at page load. PowerBI requires days of setup and ETL.
✓ THIS DASHBOARD
AI that understands AP semantics
PowerBI Copilot is generic. This AI knows that bookings = quota_att, understands completedThru, and knows your 11 leaf regions by name.
✓ THIS DASHBOARD
Single workflow — no tool switching
Analyze data and ask the AI in the same tab. With PowerBI you switch between the report and a separate AI tool manually.
✓ THIS DASHBOARD
Multi-version comparison native
Actuals vs 2025 PoR vs 2026 PoR vs MYR in one chart. PowerBI would need manual version management in the AP connector.
Only Possible Here
⚡
Streaming AI answers
Responses stream token-by-token like a conversation. No waiting for a report to run.
🎯
Purpose-built layout
Designed for this exact planning structure — Exec, Regional, Quota, Cost, Scenarios in one flow.
🔄
No stale data
Pulls live from AP at every page load. No scheduled refresh, no export lag, no version drift.
WW Pipeline
—
2026 Plan pipeline $
WW Gap to Target
—
Balance to book YTD
Coverage Ratio
—
Pipeline ÷ Gap (3x = healthy)
Regions At Risk
—
Coverage below 3x
Pipeline vs Gap to Target by Region
2026 Plan YTD · Blue = Pipeline · Red = Balance to Book
Coverage Ratio by Region
Pipeline ÷ Gap · dashed line = 3× target threshold
Region Pipeline Detail
| Region | Seg | Pipeline | Gap to Target | Coverage | Status |
|---|
Total HC (Ramped)
—
Currently fully ramped reps
New Reps Fully Ramped
—
New hires completing ramp
Still Ramping
—
New hires in ramp period
Regions Tracked
—
Regions with HC data
Monthly Headcount Trajectory
Stacked: Existing Ramped (blue) · New Ramped (green) · New Ramping (amber)
Ramped vs Ramping by Region
Latest month snapshot · green = productive · amber = still ramping
WW MQLs (YTD)
—
Marketing qualified leads
MQL → SQL Rate
—
Conversion to sales qualified
SQL → Demo Rate
—
Demos booked per SQL
BDR Bookings Target
—
2026 YTD BDR-sourced
Demand Gen Funnel — YTD Totals
WW cumulative Jan–Jun 2026 · Plan · each stage shows count and conversion to next
Monthly Funnel Volume
MQL, SQL, Demos, Proposals — WW monthly trend
BDR Bookings Target by Region
YTD 2026 Plan · BDR-sourced booking target
2025 Actuals
—
vs Plan
2026 YTD Actuals
—
Jan–Jun actual
FY26 Plan Target
—
Plan of Record
Mid-Year Revisit
—
Revised target
Forecast Fan — Actuals vs All Plan Versions
Solid = Actuals through Jun 2026 · Dashed lines = Plan divergence paths · Shaded band = scenario uncertainty range
▲ Jun 2026 — actuals end here, plans diverge
2025: Actuals vs Plan of Record
Monthly bookings vs 2025 PoR target
2026 YTD: Actuals vs Competing Plans
Jan–Jun 2026 actuals vs FY26 PoR and MYR monthly targets
Regions on Map
—
11 sales territories
Best Territory
—
Highest bookings
Avg Attainment
—
WW quota att%
At-Risk Regions
—
Below 80% att
Territory Bubble Map — 2025 Actuals
Circle size = bookings volume · Color = quota attainment (green ≥100% · amber 80–100% · red <80%)
Bookings
Quota
Attainment
Segment
≥100% attainment
80–100%
<80%
Larger = more bookings
Territory Performance Detail
2025 actuals · sorted by bookings
| Territory | Seg | Geo | Bookings | Quota | Att% | vs Plan% | Net Income |
|---|
Performance Scorecard — AP Style
Key metrics across all versions · green = beat plan · red = missed
| Metric | 2024 Actuals | 2025 Plan | 2025 Actuals | 2025 Variance | 2025 Var% | 2026 Plan | 2026 MYR | 2026 YTD | Trend |
|---|
Bookings — 3-Year Trend
Annual actuals 2021–2026 YTD
Quota Attainment by Year
Bookings ÷ quota · 100% line = on-plan
Net Income Trend
Bookings minus cost · actuals vs plan
WW Quota Att
—
Bookings / Quota
Regions ≥100%
—
On or above quota
Regions 80–100%
—
Near quota
Regions <80%
—
Underperforming
FY26 Plan Target
—
2026 Plan of Record
Total Headcount
—
Curr + new hires
Avg Selling Price
—
ASP from plan
Productivity / Rep
—
Target ÷ headcount
⧖ Drag the sliders below to model different capacity scenarios. Output updates in real time.
Projected Bookings
—
HC × Productivity
vs FY26 Plan
—
Implied Deals
—
Bookings ÷ ASP
Sales Efficiency
—
Bookings ÷ Cost
Sensitivity Analysis
Impact of each lever on projected bookings (vs base plan)
Scenario Comparison
Your model vs Plan2026, MYR, and Actuals run-rate
Region Capacity Allocation
2026 Plan targets and cost by region
| Region | Seg | FY26 Target | FY26 Cost | Margin | % of WW |
|---|
✦
Ask anything about ABC Corp — bookings, quota, cost, scenarios, regional performance.