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Q3 FY26 channel performance · one-click QBR
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Generated QBR · Q3 FY26
Caldera Technology Quarterly Business Review
Executive summary
Caldera Technology generated £84,000 this year, up 17% year on year, with a 74% win rate across 19 closed deals. Pipeline is £126,000 across 7 opportunities, of which £42,500 needs attention. Engagement sits at 88 with 12 certified engineers.
Revenue
£84,000 YTD against £71,500 last year. Average deal size is £12,400, so the next tier of growth comes from deal count rather than deal size — roughly 2 extra deals for a 25% uplift.
Pipeline
£126,000 open. Weighted value is £56,225. 3 opportunities worth £42,500 have not been updated in over 14 days.
Wins
Pinehill Academy Trust (£7,100). Common thread: mid-market accounts replacing an incumbent at renewal.
Losses
No losses recorded this period — a small sample, so treat the win rate with care.
Engagement
Engagement score 88, last activity 4 days ago, training status Certified.
Key opportunities
- • Blackmere Council — £27,000 at 35% (Discovery)
- • Calder Health — £25,600 at 20% (Qualification)
- • Harrow Logistics — £17,600 at 80% (Negotiation), stale
- • Wexley Group — £15,100 at 60% (Proposal), stale
Risks
- • £42,500 of pipeline going quiet — the single biggest risk to the quarter.
- • Revenue concentration: the top two customers represent a large share of their contribution.
Recommended actions
- • Agree a 7-day update rule on all open opportunities, with named owners.
- • Set a sourcing target of 3 new registrations per month.
- • Book joint demand-gen for the two segments where their win rate is strongest.
Next quarter priorities
- • Convert £56,225 of weighted pipeline.
- • Certify 2 additional engineers.
- • Increase registration volume by 30% with an account-mapping session.
Expected ARR
£255,625
40% of target
Target
£640,000
£384,375 gap
Open pipeline
£637,200
1.0x coverage
Stale pipeline
£202,300
21 opportunities
AI insight
Coverage is healthy at 1.0x, so the quarter is not a sourcing problem. The risk is freshness and concentration: your top three partners hold 36% of pipeline, and 32% has not moved in two weeks.
Top partners
Revenue YTD vs open pipeline by partner.