⚡ Q Branch LATAM — Performance Report

Q1 FY27  ·  February 1 – April 30, 2026  ·  org62.my.salesforce.com  ·  Amounts in USD (converted) per Assist ALL – FY26 report

CONFIDENTIAL · INTERNAL
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⚠ Methodology notes. ACV Closed: oportunidades cerradas en Q1 FY27 (Feb–Abr 2026) con al menos un SE Assist del equipo linkado — el assist puede haber sido creado en cualquier fecha. 17 deals, $5.34M USD.
ACV Influenced: valor de oportunidades únicas linkadas a assists creados en Q1 FY27 (Feb–Abr 2026) — sin doble conteo. $59.21M USD. FX org: 1 USD = 5.383354 BRL.
Agentforce split: opp marcada como AF si el assist tiene #agentforcebyq en Subject__c o la opp tiene Agentforce en line items. $3.76M AF = 70.4% del ACV Closed.
Key Metrics
ACV Closed Q1 FY27
$5.34M
18 deals cerrados Q1 FY27 · assist any date
9 SE owners
V2MOM FY27 target
ACV Influenced
$59.21M
opps únicas · sin doble conteo
17-member total
SE Assists
182
SOQL · 17 active members · no cancelados
Full team total
Efficiency Ratio
9.02%
Closed ÷ Influenced · BM: 24%
Below target
Workshops
29
multi-keyword detection · BM: 16 FY
181% ✓ Ahead
V2MOM target · 20/mes
Agentforce ACV Closed
$3.76M
AEGEA · BdB · Bafar · Honda · CIMA · Esfera
70.4% of Closed ACV
AF Opp Stages Progressed
3
Opps advanced · BM: 42 FY
7.1% of FY BM
Team Size
17
2 members thru May 1 only
15 full Q1
AELA Participation
$6.65M
Turbi · Banco Popular · Falabella · InRetail · Banco Macro
5 opps · ACV Influenced
Invested Hours
2,033
Estimated effort · SSE_Assist__c.Estimated_Effort_hours__c
~120h avg / member
AF / DC Adoption
53%
Assists con Agentforce o Data Cloud en OLI · Flex Credits incluido · V2MOM target: 90%
95 / 181 assists · Below target
V2MOM target · 90% 52.5% / 90%
Year-over-Year Comparison
FY27 YTD vs FY26 (misma ventana) Feb 1 – Jun 25 · Same 17-member roster · All figures via SOQL at org FX rates
Metric FY26 YTD FY27 YTD Δ Change Trend
Note: Misma ventana Feb 1 – Jun 25 ambos años, mismo roster de 17 miembros Q Branch LATAM. FY26: 9 miembros activos, 223 assists, ACV Influenced = $58.40M, ACV Closed = $3.29M. FY27: 17 miembros activos, 267 assists.
Per-Person Breakdown
Team Member Performance Sorted by ACV Closed ↓ · 17 members
Assists
Workshops
Est. Hours
ACV Closed
ACV Influenced
Name SE Assists Assists Workshops ● Est. Hrs ACV Closed ACV Influenced Influenced % Closed AF/DC ●
¿Dónde podemos ayudar?
Pipeline LATAM sin Q Branch Assist Opps abiertas · ACV > $500K · EBU/CBU/STRAT · sin assist del equipo · snapshot 2026-06-25
Oportunidad ACV Stage Close País AE SE (contacto) Q Branch puede ayudar con…
Fuente: SOQL org62 — Opps LATAM abiertas, open · LATAM AE, sin SSE_Assist__c del equipo Q Branch. Ordenadas por ACV descendente.
Workshop Detail
All 32 Workshops — Q1 FY27 Multi-keyword SOQL detection · 3 opps progressed
# Workshop Date SE Owner Account Stage Before → After Progressed
Note: Completion date is proxied by LastModifiedDate on the SE Assist record. Stage progression is detected from OpportunityHistory. No dedicated attendee field (Quantity_Completed__c) was populated on workshop records in this quarter.
Closed Won Deals
Q1 FY27 ACV Closed Oportunidades cerradas en Q1 FY27 · SE Assist del equipo de cualquier fecha
Opportunity Name Close Date Amount (USD) Agentforce SE Owner SE Assist
Dead Opportunities
SE Assists Q1 FY27 linked to Dead Opps 21 opps · 9 duplicadas · 12 verdaderamente muertas
Oportunidad Account ACV Stage SE Owner SE Assist Status / Action
Certifications
Certificaciones del Equipo · FY27 Q1 Fuente: HTSP_Badges_Acquired__c · org62 · snapshot 2026-05-13
Nuevas Q1
13
Feb–Apr 2026
Personas activas
7
de 17 miembros
Star de Q1
Michel J.
4 certs en Q1
Early SE focus
10
de 13 nuevas (77%)
Name Total Certs Nuevas Q1 Certificaciones nuevas en Q1 FY27
✓ SOQL verificado — HTSP_Badges_Acquired__c · org62 · 2026-05-13
Creative Assets
Q Creative Catalog · FY27 Q1 Assets publicados en #latam-solutions-knowledge · Feb–Apr 2026
Assets Q1
13
Creative Strategists
Personas
5
de 5 Creative Strat.
Videos
7
tipo más frecuente
Técnico
catálogo pendiente
Name Assets Q1 Assets publicados en Q Creative Catalog
#latam-solutions-knowledge · Q Creative Latam Catalog · snapshot 2026-05-13 · Técnico: pendiente
Demand Insights
Tipo de Request Por record type · SSE_Assist__c
✓ SOQL verificado — org62 Q1 FY27
Assists por Segmento Segmento de la opp vinculada
✓ SOQL verificado — org62 Q1 FY27
Assists por Manager del AE Manager del Account Executive solicitante
✓ SOQL verificado — org62 Q1 FY27
5-Year Historical Trend
SE Assists · ACV Influenced · ACV Closed — FY22–FY27 Por quarter · todos los miembros históricos · org62 SOQL
Quarter Assists Opps Linked ACV Influenced ACV Closed Deals Closed
✓ SOQL org62 · SE_Region__c = LACA · Owner = Q Branch LATAM members (current + alumni) · ACV en USD vía AmountConverted__c
SE Assist Distribution — FY27 YTD
Distribución de SE Assists FY27 267 assists · Feb 1 – Jun 25, 2026 · 17 team members only · org62
253
Total Assists
6
Record Types
Unique Requesters
Industries
Por Industria · click para filtrar
Por Segmento · click para filtrar
Por Tipo de Task · click para filtrar
Por Record Type · click para filtrar
SE Owner · click para filtrar
Top Requesters · click para filtrar
Por Manager del Requester · click para filtrar
✓ SOQL verificado — org62 · SSE_Assist__c · Owner = 17 team members · Feb 1 – Jun 25, 2026
Date Workshop Account Stage Before → After Prog. SE Assist