ClarkWare AVP Executive Dashboard

Western Region Revenue Intelligence & Strategic Analytics

Robert Chen

Area Vice President - Western Region

5 District Managers ā€¢ 25 Account Executives

Coverage: 13 Western States

Generated: May 29, 2025

Western Region Revenue
šŸ’°
$14.2M
ā†— +28% YoY
Target: $16M
Regional Quota Attainment
šŸŽÆ
89%
ā†— +15% vs Q1
Goal: 95%
Strategic Opportunities
šŸš€
47
ā†— $2.8M Value
12 Critical
Market Penetration
šŸ“Š
23%
ā†— +4% expansion
vs 19% FY24
Regional Overview
District Performance
Strategic Opportunities
Market Analytics
Executive Actions

šŸŒŽ Western Region District Performance Summary

Regional Revenue Performance vs Target

šŸ“ˆ District Manager Performance Analysis

District Manager Territory Quota Attainment Pipeline Value Team Size Avg Rep Performance Top Opportunity Status
District Quota Attainment Comparison

šŸ’Ž Critical Revenue Opportunities Across Western Region

Priority District Account Executive Customer Opportunity Type Value Probability Executive Action Required

šŸ“Š Western Region Market Intelligence

šŸ“ˆ Market Growth

28%
YoY Growth
$47M
TAM Growth

Western region leading national growth with strong enterprise adoption in tech and healthcare sectors.

šŸŽÆ Penetration Analysis

23%
Market Share
347
Total Customers

Significant whitespace opportunities in Mountain States and Southwest territories.

āš” Consumption Trends

$2.8M
Expansion Value
47
Overconsumption

High overconsumption patterns indicate strong product-market fit and expansion readiness.

Regional Pipeline Distribution by Product Line

āš” Executive Strategic Actions & Resource Allocation

CRITICAL
Northern California District - Performance Intervention Required
Sarah Mitchell's team at 74% quota with declining trend. Jennifer Chen (78% quota) and David Park (82% quota) need immediate coaching intervention. Recommend executive shadowing and potential territory rebalancing. Revenue impact: $850K at risk.
CRITICAL
Healthcare Corp Escalation - $222K Critical Opportunity
Customer at 510% BaaS overconsumption across multiple districts. Requires C-level engagement within 48 hours. Coordinate with Alex Thompson (West Coast) and provide executive air cover. Potential expansion to $500K+ enterprise deal.
HIGH
Southwest Territory Expansion Strategy
Michael Rodriguez's Southwest district showing 128% quota attainment. Opportunity to expand into Nevada and Utah markets. Recommend additional SE resources and marketing support. Potential $2M+ incremental revenue opportunity.
HIGH
Cross-Sell Security Module Initiative
$340K in identified security module opportunities across all districts. Lisa Wong (Pacific NW) and Tom Johnson (Mountain West) leading adoption. Scale best practices and provide technical resources. Target: 60% cross-sell rate by Q3.
MEDIUM
Competitive Response - Enterprise Accounts
Increased competitive pressure from Legacy Provider A in enterprise segment. Develop counter-strategy with product marketing. Focus on TCO and platform consolidation messaging. Impact: 8 deals worth $1.2M total.

šŸŽÆ Resource Allocation Recommendations

šŸ’¼ Sales Engineering Support

Current SE:AE Ratio: 1:8
Recommended Ratio: 1:6
Additional SEs Needed: 2 positions
Revenue Impact: +$3.2M potential

šŸ“š Training & Development

Reps Below 85% Quota: 8 of 25
Training Budget Required: $180K
Expected Improvement: 12-15% quota lift
ROI Timeline: 6 months

šŸŒŸ Success Replication

Top Performer: Lisa Wong (125%)
Methodology Documentation: In Progress
Training Rollout: Q3 2025
Expected Team Impact: +8% avg quota
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Confidential Executive Report - Western Region Strategic Analysis
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