Eight questions this tab answers
  1. Q1.1 (Revenue) What is total Revenue YTD vs prior YTD, and is the trend favorable?
  2. Q1.2 (TCV) What is Total Contract Value booked YTD vs prior YTD?
  3. Q1.3 (ACV) What is Annual Contract Value YTD vs prior YTD (length-normalized bookings)?
  4. Q1.4 (# SFDC Accounts) How many distinct customers does the period's revenue cover?
  5. Q1.5 (# RCs) How many revenue contracts are active in the period?
  6. Q1.6 (# Opps) How many opportunities contributed to revenue in the period?
  7. Q1.7 (Hero chart) What is the revenue trend by fiscal period, and how does the current period compare to prior?
  8. Q1.8 (Segmentation) How is revenue distributed across the primary segmentation dimension?

KPI scorecard

Revenue trend

By fiscal quarter, FY26 - FY27 YTD. Dashed gray markers = same-quarter prior FY.

Answers Q1.7. Grain follows the global period bar. Dashed gray bracket = prior FY same period for quick YoY scan.

Revenue by Business Source

FY27 YTD · sums to total Revenue YTD · black tick = prior YTD.

Answers Q1.8. One primary segmentation only on Tab 1 (per design constraint). Business Source is the default (OQ-2 RESOLVED 4/27 PM). Owner Segment and Territory Segment are intentionally excluded pending the GDA segment-mapping conversation (OQ-13). Full pivot exposure lives on Tab 3.

Wireframe note: filter selectors and toggles render real interactions. The segmentation toggle and the period-grain toggle on the hero chart re-render with mock data; the FY filter is visual only. Full interactivity is implemented in Tableau in Phase 1B.