Fill this in before close of business the day before the commercial meeting. Your numbers and your win are visible to the room before you walk in, so the meeting can be a conversation.
1
Who you are
Your patch
Your name
2
Your number
New business closed this quarter
New business closed this quarter to date ($)
Closed-won revenue booked this quarter.
Your quarterly target ($)
Am I on track?
One sentence on why, and what you're doing about it
3
Your pipeline
Sales only
⏳
Pipeline syncs from Salesforce, pending access (phase 2). Your open opportunities, expected launch dates, and this/next quarter pipeline will pull in automatically once the Salesforce integration is live. Nothing to fill in here for now.
See something you want to flag for the meeting?
3
Account growth: this quarter vs last
CSM only
Total book spend last quarter ($)
Total book spend this quarter to date ($)
Product mix across your book
Select all that apply
Accounts that grew vs last quarter
Accounts that shrank or paused
Any accounts at risk this week? Name them and why
4
Your win this week
What I did → what happened → why it matters
A result that moved the needle.
Format: what I did → what happened → why it matters.
5
Challenge
Optional. Only bring it if you want the room's help
Bring a real blocker. Format: context → what's blocking me → my specific ask from the room.
6
Your initiative this week
Something you started on your own
Submitted. Your win, number, and initiative are now visible to the team.
The Arena
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Quarterly target
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Collected to date
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Still to close
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Daily run rate needed
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Per working day to hit target
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Wins, challenges, and initiatives populate here once team members submit their weekly update.
Media spend against the MENA Q3 bottom-up forecast (CSM Forecast Q3 2026). Expected-to-date prorates each month's forecast by the days elapsed. Source: DSP advSpend vs forecast sheet. OKX is excluded per the current scope.
Open MENA pipeline, weighted by expected amount (Salesforce). Stage probability is baked into each figure. Source: Salesforce Opportunity, ExpectedRevenue.
Spend this quarter vs last quarter, by CSM owner. Source: DSP advSpend. Tiers are placeholders until confirmed by the MD.
High-level view for the room. Tiers are placeholders. Confirm with MD before go-live. Full detail with SOW gauges and daily spend lives in Account Portfolio.
No challenges submitted yet
Challenges appear here once the team submits their weekly update. Each card shows the blocker and the ask from the room.
No initiatives submitted yet
The initiative spotlight appears here once at least one team member submits for this week.
Run-rate summary
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MD callout
No submissions yet for this week. The MD callout appears once the team has filed their updates.
One priority this week
Submit your weekly update via the Input Form before the meeting.