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Oneteam Portfolio · What can the Oneteam COE help you with today?
Portfolio Attention1 of 2 need attention
Full monitoring view
- Revenue down 14% over trailing 3 months
- Gross margin 5.4pts below the 33% target
- AR overdue increased to 21%
- Sales pipeline coverage below target
- 3 consecutive months below budget
- Revenue +6% over trailing 3 months
- Gross margin 46% vs 42% target
- Pipeline coverage 3.6x (target 3x)
- AR overdue 11.8% — within 20% threshold
Portfolio performance
Open GM PortalRecent documents
Retrieved from SharePoint at query time
Recommended insights
COE-derived
- CommercialAccessCo win rate dips on unqualified tendersCOE Analysis
Win rate fell to 34% vs portfolio 37%. Deals lost were mostly unqualified tenders. Applying the Qualification SOP could recover ~3pts.
- FinancialWorking capital trending up at AccessCoCOE Analysis
Working capital up 26% since Sep. Receivables from two key accounts are 30+ days overdue.
- MarketHealthcare ambience demand risingCOE Analysis
Regulatory guidance now recognises scent in patient experience. Engel's Sense is well-positioned; two hospital groups are evaluating vendors.
- PeopleSales comp band updated for 2026COE Analysis
Portfolio Compensation Benchmark v2.0 raises Sales Executive base range by 4%. Review open offers before extending.
Pending actions
Portfolio updates
Announcements from Oneteam HQ
- 2026-08-25Q2 portfolio review scheduled
Both GMs to present QBRs on 12 Sep. Template v3.0 is in the Knowledge Centre.
- 2026-08-20New cross-sell programme launched
HQ has formalised the portfolio cross-sell motion. See Customers & Cross-Sell for scored opportunities.
- 2026-08-14Procurement consolidation: office supplies
Three entities purchase office supplies independently. Consolidated RFP could save ~12%.