Acquisition
View as:

KPI Studio

6 KPIs tracked

3

defined

2

sourced

1

validated

0

automated

KPI Dictionary

KPIDefinitionOwnerFrequencyStatusLatest ValueThreshold
Cash Balance (Weekly)Total operating cash across all bank accountsMarcus Riveraweeklysourced1200000W:500000 B:250000
Days to CloseBusiness days from period end to hard closeJenna Parkmonthlydefined8W:7 B:10
Pipeline Coverage RatioQualified pipeline / next quarter revenue targetDavid Okonkwoweeklydefined1.8W:2 B:1.5
Client NPSNet Promoter Score from quarterly client surveyKevin Walshmonthlyvalidated52W:40 B:25
Employee Turnover RateAnnualized voluntary departure rateRachel Kimmonthlysourced12W:15 B:25
Revenue per EmployeeTrailing 12-month revenue / FTE countMarcus Riveramonthlydefined185000

Weekly Agenda — KPIs in Breach

KPIs at or above breach thresholds requiring immediate attention

Cash Balance (Weekly)

Value: 1200000 (breach threshold: 250000)

Marcus Rivera

Pipeline Coverage Ratio

Value: 1.8 (breach threshold: 1.5)

David Okonkwo

Client NPS

Value: 52 (breach threshold: 25)

Kevin Walsh