Scorecard
13-week rolling view · reviewed every Wed 9:00 L10
This week
7 / 11
on target · 2 yellow · 2 red
Trending up
4
Weekly rev · Close rate · AR days · CSAT
Trending down
2
CSR booking · Milly callbacks
Needs owner
1
Social engagement · unassigned
| Metric |
Target |
W-12 |
W-11 |
W-10 |
W-9 |
W-8 |
W-7 |
W-6 |
W-5 |
W-4 |
W-3 |
W-2 |
This wk |
Trend |
|
Weekly revenue
PS Philip
|
≥ $68K |
68 |
70 |
66 |
72 |
71 |
70 |
72 |
69 |
71 |
70 |
74 |
77 |
|
|
Close rate · commercial
MR Mason
|
≥ 35% |
32 |
36 |
38 |
41 |
33 |
37 |
40 |
42 |
39 |
44 |
41 |
44 |
|
|
New customer acquisition
JS Josh
|
≥ 12 / wk |
14 |
15 |
13 |
11 |
16 |
14 |
18 |
15 |
13 |
17 |
16 |
19 |
|
|
CSR booking rate
KT Kristin
|
≥ 75% |
78 |
77 |
76 |
78 |
78 |
76 |
77 |
74 |
73 |
71 |
69 |
68 |
|
|
Callbacks · team total
JS Josh
|
≤ 3 / wk |
2 |
1 |
3 |
2 |
2 |
1 |
4 |
2 |
3 |
1 |
2 |
2 |
|
|
Avg CSAT · post-job
JS Josh
|
≥ 4.7 |
4.72 |
4.78 |
4.74 |
4.81 |
4.76 |
4.79 |
4.82 |
4.75 |
4.8 |
4.85 |
4.83 |
4.84 |
|
|
AR days
KT Kristin
|
≤ 35 |
34 |
33 |
32 |
31 |
33 |
31 |
32 |
37 |
38 |
34 |
33 |
32 |
|
|
Cash on hand
KT Kristin
|
≥ $125K |
128 |
135 |
142 |
138 |
146 |
152 |
148 |
155 |
162 |
159 |
168 |
174 |
|
|
Avg tech $/month
JS Josh
|
≥ $35K |
33 |
36 |
35 |
37 |
38 |
36 |
39 |
37 |
38 |
40 |
41 |
42 |
|
|
Milly LeDay callbacks (flagged)
AP Albert
|
≤ 1 / wk |
0 |
0 |
1 |
0 |
0 |
1 |
0 |
2 |
2 |
3 |
3 |
3 |
|
■ On target
■ Within 5% of target
■ Off target
Click any red/yellow cell to open as Issue for IDS