Range
Department
Section 01
Executive Summary
Primary indicators measured against monthly targets.
ES-01Watch
Monthly Revenue
$184,200
+12.4%Target$220,000
ES-02Watch
Monthly Recurring Revenue
$96,500
+6.1%Target$110,000
ES-03On Track
Active Clients
28
+3Target32
ES-04Watch
Strategic Reviews Completed
14
+2Target18
ES-05Off Track
Assessment Completions
62
−8.4%Target75
ES-06Watch
Retainer Clients
11
+1Target15
Section 02
Marketing Dashboard
Top-of-funnel performance, awareness, and asset throughput.
LinkedIn Impressions
412K
vs prior+18.2%
LinkedIn Followers Growth
+1,284
vs prior+9.6%
Webinar Registrations
486
vs prior+22%
Webinar Attendance Rate
41.2%
vs prior−3.1pp
Website Visitors
38,420
vs prior+11.4%
Assessment Starts
312
vs prior+4.8%
Assessment Completion Rate
58.4%
vs prior−2.0pp
Top Source
LinkedIn
38% of traffic
Impressions · 30D Trend
Webinar Funnel · 30D
Traffic Sources
LinkedIn
38%
Referral
24%
Webinar
15%
Email
11%
Direct
8%
Press
4%
Section 03
Lead Generation Dashboard
End-to-end conversion from visitor to client.
Total Leads
1,284
period+8.1%
Qualified Leads
312
period+5.6%
Review Applications
84
period+12%
Reviews Scheduled
42
period+4
Reviews Completed
28
period+3
Visitors
38,420
100%
0.8% → assessment start
Assessment Starts
312
0.81%
58.4% completion
Assessment Completed
182
0.47%
46.2% apply
Review Applications
84
0.22%
50% qualified
Qualified Reviews
42
0.11%
33.3% close
Clients Won
14
0.04%
Section 04
Investibility Score Dashboard
Assessment volume, scoring, and prospect prioritization.
Total Assessments
482
lifetime
Average Score
62.4
of 100
Priority A
38
institutional grade
Priority B
124
growth ready
Score Distribution · Categories
Founder Dependent (0–39)84 · 17.4%
Operationally Constrained (40–54)142 · 29.5%
Growth Ready (55–69)124 · 25.7%
Scalable Enterprise (70–84)94 · 19.5%
Institutional Grade (85–100)38 · 7.9%
Industry Breakdown
Technology & SaaS148 · 30.7%
Financial Services102 · 21.2%
Healthcare78 · 16.2%
Industrials68 · 14.1%
Consumer52 · 10.8%
Other34 · 7.1%
Section 05
Sales Dashboard
Pipeline movement and conversion economics.
Strategy Reviews Conducted
28
period+3
Proposals Sent
22
period+5
Proposal Conversion
48.2%
vs prior+4.1pp
Advisory Clients Won
7
period+1
Retainer Clients Won
4
period+1
Average Client Value
$74,300
vs prior+6.2%
Sales Pipeline
Discovery
42
$2.8M
Qualified
28
$1.9M
Proposal
22
$1.4M
Negotiation
12
$0.9M
Closed Won
11
$0.8M
Section 06
Client Delivery Dashboard
Engagement health and operational throughput.
CD-01On Track
Active Advisory Clients
17
Target20
CD-02Watch
Active Retainer Clients
11
Target15
CD-03On Track
Projects On Track
22
Target—
CD-04Off Track
Projects At Risk
3
Target≤ 2
CD-05On Track
Client Satisfaction
4.7 / 5
Target≥ 4.5
CD-06Watch
Avg Delivery Time
38 days
Target≤ 32
Section 07
Financial Dashboard
Revenue, margin, and cash health.
Monthly Revenue
$184,200
vs prior+12.4%
Quarterly Revenue
$512,800
vs prior Q+9.1%
Annual Revenue Run Rate
$2.21M
annualized+14.6%
Gross Margin
68.4%
vs prior+1.2pp
Outstanding Invoices
$96,400
14 open
Cash Collected
$172,900
period+8.4%
Revenue Trend · 12M
Section 08
Knowledge Vault Dashboard
Intellectual property growth and codified insight.
Assessments Completed
482
QTD+62
Case Studies Created
34
QTD+4
Industry Benchmarks
118
QTD+12
Founder Insights
246
QTD+28
Frameworks Created
22
QTD+3
Section 09
2028 Target Tracker
Progress toward $1M ARR and 25 retainer clients.
ARR Goal$2.21M / $10M
22.1%
Revenue gap · $7.79M
Current ARR
$2.21M
Target ARR
$10.0M
Gap
$7.79M
Retainer Clients11 / 25
44%
14 retainer clients to goal
Current
11
Target
25
Gap
14
Section 10
Executive Alerts
Automatically surfaced risks requiring leadership attention.
HighAssessment completion rate decliningMarketing
−8.4% MoM. Drop concentrated in step 3 of intake.
HighRevenue shortfall vs monthly targetFinance
$35.8K behind $220K target with 6 days remaining.
MediumWebinar attendance below benchmarkMarketing
41.2% attendance vs 48% target. Reminder sequence under review.
MediumProposal bottleneck in negotiation stageSales
12 deals stalled >21 days in negotiation.
LowClient churn risk · 2 accounts flaggedDelivery
NPS dip and reduced engagement on 2 retainer clients.