Ingage Dashboard

Dashboard Settings

Quarter Name

Start Date

End Date

Quarter Dates

Start Date

End Date

Starting MRR

Starting MRR (beginning of quarter)

Starting Customer Count

Total customers at beginning of quarter

Demo Mode

Enable Demo Mode

Replace all data with fictional sample data to demo the dashboard without exposing real company information.

Data Cache

Closed quarters are cached for fast loads and are not re-fetched from HubSpot automatically. If Operations retro-updated a deal in this quarter, refresh to pull the latest numbers.

Goal Targets & Weights

Goal	Target ($)	Weight (%)

Monthly Pacing Weights

Set how much of each goal's target is expected per month. Each row must total 100%.

Cash Flow Actuals

Enter actual cash flow generated per month. These values are summed into the Cash Flow tile on the dashboard.

Pipeline Source Targets

Set MRR targets for each deal source. Sources without targets will show as unconfigured.

Partner Referral Goals

Quarterly MRR goals for the Partner Referrals section on the Weekly page. Each goal is spread evenly across every day of the quarter to build the weekly goal line.

Partner Pipeline ($ MRR)

Partner NB Closed Won ($ MRR)

Enter weekly MRR values for products not tracked in HubSpot. Values are summed into the corresponding goal metric for the selected quarter.

New Business

Growth

Retention

Retention Target (Computed)

The retention target is automatically calculated from the sum of previous_year_mrr across all renewal deals (Closed Won + Closed Lost + Open) in HubSpot.

Retention Thresholds

GRR target is the % of available retention MRR. NRR target can exceed 100% when expansion outpaces churn.

Retention Target / GRR (%)

NRR Target (%)

Daily History

Daily retention total snapshots, recorded automatically on each dashboard load.

Access Log

Records each Google Sign-In to the dashboard. Most recent entries shown first.

Pipeline