Revenue
$1.2M
+12% from last quarter
Employees
84
+5 this quarter
Customer NPS
72
-3 from last quarter
Quarterly Goals
65%
On track
35 days remaining
Company Health Scorecard
Key indicators across all business functions
People
Employee engagement
Strategy
Execution clarity
Execution
Meeting rhythm
Cash
Financial health
Overall
Company health
Rockefeller Habits
Daily/Weekly disciplines
One Page Strategic Plan
Company vision and priorities
Core Values
-
Customer Obsession
Start with the customer and work backwards
-
Ownership
Think long term and don't sacrifice for short-term results
-
Innovate & Simplify
Expect and require innovation and invention
BHAG (10-25 Year Goal)
To become the most customer-centric company in our industry, serving 1 million customers globally by 2040.
Progress
15% towards goal
3-5 Year Targets
-
$50M annual revenue
Current: $12M
-
Expand to 3 new markets
Current: 1 new market entered
-
300 employees
Current: 84 employees
1 Year Priorities
-
Launch new product line
On track for Q4 launch
-
Improve customer retention by 15%
Currently at +5%
-
Quarterly Priorities
Q3 2023 - Critical Few
Launch new marketing campaign
On TrackIncrease brand awareness and lead generation by 30%
Due in 2 weeks
Sarah Johnson (Owner)
Hire 5 new sales reps
In ProgressExpand sales team to meet growing demand
2 hires completed
Michael Chen (Owner)
Implement new CRM system
Needs AttentionImprove customer relationship management and sales tracking
In discovery phase
Alex Rodriguez (Owner)
Key Metrics
Quarterly performance
$1.2M actual
$1.35M target
245 actual
375 target
+3% from last quarter
80% target
1.2x actual
2x target
Trend Analysis
Meeting Pulse
Daily, weekly, monthly rhythm
Daily Huddle (15 min)
Today's Priorities
8:15 AM, Conference Room
Weekly Meeting (90 min)
Quarterly Priority Review
Monday, 10:00 AM, Board Room
Monthly Learning (2 hours)
Customer Feedback Analysis
First Friday, 1:00 PM, Training Room
Quarterly Offsite (2 days)
Strategic Planning
Oct 15-16, Mountain View Resort
My Action Items
Priority tasks
