Good morning.
Friday, October 17 · Here's the state of the business.
2 KPIs off target Debtor days (Finance) and first response time
(Service desk). Owners notified this morning.
Revenue
October£84,200
last month £79,600
MayJunJulAugSepOct
Expenses
October£61,900
last month £63,400
MayJunJulAugSepOct
Senior team KPIs
one scorecard, updated live| Owner | KPI | Target | This month | Trend | Status |
|---|---|---|---|---|---|
| Sales DirectorNew business | Qualified meetings booked | 12 | 14 | On target | |
| Sales DirectorNew business | Win rate | 30% | 27% | Watch | |
| Operations DirectorService desk | First response time | 30 min | 52 min | Off target | |
| Operations DirectorService desk | Engineer utilisation | 75% | 78% | On target | |
| Finance ManagerFinance | Debtor days | 35 | 48 | Off target | |
| Finance ManagerFinance | Gross margin | 38% | 40% | On target | |
| Account ManagerCustomer success | Renewals secured | 6 of 7 | 5 of 7 | Watch |
Sales pipeline
£312,000 open18Conversations
9Assessed
5Proposal sent
2Negotiating
Cashflow
next 90 daysLowest point £41,000 in week 3, after payroll. No action needed.
Customer success
accounts to watchClient F Renewal due, no contact
Client K Tickets up 40%
Client B Expanding
Client M Renewed
Today
agenda09:30 Senior team KPI review 15 min
11:00 Client F renewal call Account Manager
14:00 Proposal review, Client X Sales Director
Illustrative example · fictional business and figures