Sample H2 plan (made-up data)
All data on this page is made up. The accounts, the people and the numbers are not real.
Use this plan when you have no plan on hand. Tom uses it in the live demo. The plan agrees with the two sample files.
- sample-pipeline.csv holds 30 open opportunities.
- sample-closed-won.csv holds 14 closed opportunities.
The plan belongs to Riley Hartwell, an invented sales leader for the Southeast region. The date of the plan is November 17, 2026. The H2 period of the sample is July 1, 2026 to December 31, 2026.
The five parts
1. Key deals
Five deals decide the half. The amounts, the stages and the close dates come from Salesforce.
| Deal | Owner | Stage | Amount | Close date | What must occur next |
|---|---|---|---|---|---|
| Calloway Ridge Health - Integration Platform Subscription | Maya Ellison | Negotiate | 620,000 | 12/11/2026 | The CFO agrees to the price on 11/19. |
| Marlowe Imaging Group - Image Exchange Platform | Devin Marsh | Negotiate | 540,000 | 12/4/2026 | The security review on 11/20 has no open items. |
| Fennick Health Network - Enterprise Identity Index | Lena Farrow | Propose | 480,000 | 12/18/2026 | The customer names an executive sponsor. |
| Tannerfield Clinics - Cloud Migration | Jorge Batista | Contract | 410,000 | 10/30/2026 | Legal completes the review, and the customer signs. |
| Wrenfield Regional - Integration Platform Subscription | Lena Farrow | Negotiate | 390,000 | 12/9/2026 | The board approves the purchase on 12/2. |
The five key deals total 2,440,000.
2. Run rate against target
- H2 target: 6,500,000
- Closed so far: 2,400,000 from 14 deals
- Committed: 3,690,000 from 12 open deals in the Commit category
- Best case: 2,233,000 from 9 open deals in the Best Case category
- Gap to target: 410,000
The gap is the target minus the closed amount and minus the committed amount. The Pipeline category holds 855,000 more from 9 open deals. One of those deals has no amount.
3. People and hiring
- Open roles: one account executive for the Carolinas territory, to be filled by December 15, 2026.
- Open roles: one solutions consultant for the region, to be filled by January 15, 2027.
- People in ramp: Lena Farrow started on August 3, 2026. Lena is at full quota on February 1, 2027.
- Territories with no cover: the Carolinas territory. Maya Ellison covers its two largest accounts until the role is filled.
4. What has to go my way
Each assumption can be checked against the sample files or against a date.
- Four of the five key deals close before December 31, 2026.
- Each deal in the Commit category has a close date in the future.
- Each deal in the Commit category has a next step and activity in the last 14 days.
- No key deal stays in one stage for more than 45 days.
- The seven open renewals close before December 31, 2026. They total 1,303,000.
- The account executive role is filled by December 15, 2026.
5. Asks of the business
| Ask | Owner | Date needed |
|---|---|---|
| Complete the contract review for Tannerfield Clinics - Cloud Migration. | Legal | 11/24/2026 |
| Answer the security questions for Marlowe Imaging Group before the review call. | Security team | 11/19/2026 |
| Approve the three-year price option for the Arden Vale Medical renewal. | Finance | 11/25/2026 |
| Name an architect for the Fennick Health Network identity workshop. | Services | 12/1/2026 |
| Give a shortlist of three candidates for the account executive role. | Talent team | 11/30/2026 |
Use this plan
- Save the two sample files in your
H2-Command-Centerfolder. - Copy this page from the first heading to the end of part 5.
- Send this prompt to Claude, with the plan below it.
This is my H2 plan. All data in it is made up.
Save it as h2-plan.md in the H2-Command-Center folder.
Keep the five parts. Do not change a number.
Write "sample data" in the title of each result.
Then ask me which one part I want to build first.
The sample data has problems for an alert to find. Some close dates are in the past. Some deals have no next step. Do not correct the files.