Next Steps

KPIs

Think of the number one thing you can do to bring value to the organization.

Create a weekly KPI around it.

Set weekly targets that you need to hit.

Go to your manager or the leadership team to get their perspective and determine if you keep or change your Weekly KPI.

Go to the Snapshot and insert your Weekly KPI and target.

Remember – Be patient and strategic! 

EXAMPLES OF WEEKLY KPIs

SALES

Number of client meetings
# Sales Qualified Leads generated
# Converted to customers
% Year-over-year customer growth
% Year-over-year revenue growth
Site conversion rate
Sales Qualified leads in pipeline
CPA- Cost per Acquisition

MARKETING

CPA- Cost per Acquisition
# Marketing Qualified Leads
Number of followers in social media
Site traffic
Net Promoter Score

OPERATIONS

Customer satisfaction rating
# of client issues resolved
Dollar volume of output
Number of parts produced
Labor Utilization
Late employees
# of safety violations
Production backlog
Employee Turnover Rate

FINANCE

EBITDA
Operating Cash Flow
Accounts Receivable
Accounts Receivable Over 60 Days
Accounts Payable
Cash Balance

THANK YOU!

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