The Growth Plan:

What big rocks do you want to achieve this year?

Q1

Q2

Q3

Q4

The KPI Tracker:

What data do we need to track to achieve our monthly goal, to ensure we are on track to our quarterly milestone?

KPI Target Actual Last Month Variance
# quotes sent
Quote conversion rate
# quotes won
Av Job Value
Revenue
Gross profit
OPEX
Net Profit
A/R Days

*This table is copied into your MBR template in Meetings