# Monday business review

BrightDesk · 31 August–6 September 2026

Sample report for BrightDesk, a fictional company.

## Performance

| Measure | Latest week | Previous week | Change |
| --- | ---: | ---: | ---: |
| Booked revenue | $48,620 | $43,180 | +12.6% |
| Open pipeline | $286,400 | $301,900 | −5.1% |
| Support tickets | 137 | 112 | +22.3% |
| Onboarding tickets | 47 | 28 | +19 tickets |

Booked revenue is the value of closed business in the period. Open pipeline is a point-in-time total of opportunities; the two must not be added together.

## What needs attention

Northstar is a prospective customer with a $38,400 open sales opportunity. Its expected close date was 4 September, and a new date has not been confirmed. Keep it in open pipeline but flag timing as unconfirmed. Do not treat the opportunity as booked revenue.

Onboarding explains 19 of the 25 additional tickets. Other tickets increased from 84 to 90. These counts indicate where to investigate; they do not establish the cause of the increase.

## Recommended actions

- Support lead: review the onboarding guide against the 47 onboarding questions.
- Account owner: confirm Northstar's decision date and next step.
- Joe: review this briefing before sharing.

## Sources

Revenue records, open-pipeline snapshots, and support ticket categories for 24–30 August and 31 August–6 September. The accompanying input file contains the source records.
