Everything your weekly review needs, and nothing it does not.

Five categories, scored against your own targets, with the sub-metrics behind each score and a recommended play when something slips.

Revenue & Sales

Are we hitting revenue targets now and is future revenue on track?

Healthy

Closed revenue is ahead of plan, but deal quality is slipping: win rate is down 3pp and the sales cycle is stretching.

Metrics tracked

Win rate (target 28%)
Average deal size (target $4,000)
Sales cycle (target 30 days)
Quota attainment (target 100%)
Pipeline coverage (target 3.0x)
Revenue vs goal (target 100%)

Recommended plays

Clear the proposal backlog
Set a Friday deadline on the 6 stalled deals.
Unlocks an est. $31K in close-won
Tighten qualification
Require a budget check before proposals go out.
Win rate back toward 28%

Data source: Stripe + HubSpot/Salesforce APIs

Marketing & Demand

Is marketing generating enough demand, efficiently?

Watch

Paid channels are absorbing most of the budget while producing the fewest qualified leads. Organic and referral are carrying efficiency.

Metrics tracked

Cost per lead (target $120)
Qualified leads (target 460)
Paid CAC (target $700)
Blended CAC (target $550)
Lead-to-customer (target 6.0%)
Organic share (target 35%)

Recommended plays

Pause the two worst campaigns
Shift that budget to referral and organic content.
Est. $9K/month saved
Double down on referral
Add a simple customer referral incentive.
Lower blended CAC toward $550

Data source: Google Analytics + Ads APIs

Customers & Retention

Are we keeping and growing the customers we already have?

Needs attention

Starter-tier cancellations are the single biggest drag on the business right now, and support backlog is compounding it.

Metrics tracked

Churn rate (target 3.2%)
Retention rate (target 94%)
New customers (target 75)
Repeat revenue (target 80%)
Open support tickets (target 25)
NPS (target 45)

Recommended plays

Win-back outreach
Personal email to the 34 critical-risk accounts this week.
Protects an est. $18.4K MRR
Fix Starter onboarding
Push a second integration in week one.
+24% 90-day retention

Data source: Stripe + Zendesk APIs

Financial Health

Is the business profitable and is cash safe?

Healthy

Profitability and runway are healthy. The one soft spot is receivables - cash is sitting in unpaid invoices.

Metrics tracked

Gross margin (target 58%)
Net profit (target $95K)
Operating expenses (target $55K)
Accounts receivable (target $150K)
Cash on hand (target $1.5M)
Runway (target 12 months)

Recommended plays

Chase aged invoices
Call the four largest balances before month end.
Recovers $63K of cash
Add payment terms
Net-15 with auto-pay for new contracts.
Cuts A/R days by ~10

Data source: QuickBooks/Xero + bank feed APIs

Operations & Team

Can we deliver everything we're selling?

Watch

Delivery capacity is the constraint. Utilization above 85% is where quality and due dates usually start to slip.

Metrics tracked

Team utilization (target 80%)
Projects delayed (target 0)
Capacity headroom (target 20%)
Revenue per employee (target $11K)
Billable hours (target 3,000)
Key-person risk (target 0 roles)

Recommended plays

Add contractor capacity
Two contractors for the August delivery peak.
Utilization back to ~80%
Re-sequence starts
Push two July kickoffs into August.
Clears the 3 delayed projects

Data source: Clock-in / time tracking API (Deputy, When I Work, Harvest)

Alerts and watchlists

Add any metric to your watchlist and get notified when a tile turns yellow or red, a target is crossed, or your team approaches its seat limit.

Reports and exports

Weekly reviews, monthly business reviews and investor updates, plus receipt and invoice PDFs whenever you need them.

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