Weekly KPI: Next steps

1

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

2

Create a weekly KPI around it.

EXAMPLE
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.

4

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

5

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

Remember – Be patient and strategic!

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