Overall Health Score
On Track: 8
At Risk: 3
Off Track: 1
| # | Category | Metric Name | Owner | Status | Plan | Actual | % to Plan | Notes |
|---|---|---|---|---|---|---|---|---|
| 1 | Revenue | Total Revenue (MTD) | SCSarah Chen |
$1.0M | $847K | 85% |
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| 2 | Revenue vs Target | DLDavid Lee |
100% | 84.7% | 85% |
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| 3 | Average Deal Size | EJEmily Jones |
$40K | $42.4K | 106% |
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| 4 | Pipeline | Total Pipeline Value | SCSarah Chen |
$2.0M | $2.54M | 127% |
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| 5 | Pipeline Coverage | MSMichael Smith |
3.0x | 3.2x | 107% |
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| 6 | New Opps This Week | DLDavid Lee |
15 | 12 | 80% |
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| 7 | Stalled Deals | EJEmily Jones |
≤5 | 7 | 140% |
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| 8 | Conversion | Win Rate | SCSarah Chen |
35% | 34% | 97% |
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| 9 | Lead Conversion Rate | MSMichael Smith |
12% | 12.8% | 107% |
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| 10 | Activity | Tasks Completed | DLDavid Lee |
120 | 142 | 118% |
Bottleneck Log
Track and resolve recurring issues that impact your metrics
| # | Bottleneck | Category | Impact | Status | Identified | Owner | Actions |
|---|---|---|---|---|---|---|---|
| 1 | Sales pipeline conversion below target | Sales | High | Open | Mar 10, 2026 | MSMichael Smith |
Edit/Resolve |
| 2 | MQL generation missing target by 18% | Marketing | High | In Progress | Mar 3, 2026 | SCSarah Chen |
Edit/Resolve |
| 3 | Deal velocity increasing (52 vs 45 day target) | Sales | Medium | In Progress | Feb 24, 2026 | DLDavid Lee |
Edit/Resolve |
| 4 | Issue resolution time above SLA | Maintenance | Medium | Open | Mar 17, 2026 | EJEmily Jones |
Edit/Resolve |
| 5 | Marketing ROI trending down from 3.5x target | Marketing | Low | Resolved | Feb 10, 2026 | EJEmily Jones |
Edit/Reopen |
Quarterly Review — Q1 2026
January 1 — March 31, 2026
Metrics On Track
8 / 12
Key Wins
3
Bottlenecks Resolved
5
Open Issues
2
Quarterly Metrics Trend
| Metric | Jan | Feb | Mar | Q1 Avg | Q1 Target | Status |
|---|---|---|---|---|---|---|
| Revenue | $780K | $820K | $847K | $816K | $1.0M | 🟡 82% |
| Pipeline Value | $2.1M | $2.3M | $2.54M | $2.31M | $2.0M | 🟢 116% |
| Win Rate | 38% | 36% | 34% | 36% | 35% | 🟢 103% |
| Lead Conversion | 11.2% | 12.0% | 12.8% | 12.0% | 12% | 🟢 100% |
| Tasks Completed | 128 | 135 | 142 | 135 | 120 | 🟢 113% |
Key Wins
- Pipeline coverage exceeded 3.0x target for 3 consecutive months
- Lead conversion rate improved from 11.2% to 12.8% (+14%)
- Task completion consistently above target
Open Issues
- Revenue trending below $1M monthly target — need Q2 action plan
- Stalled deals count increasing — 7 current vs 5 target
Dashboard Configuration
Manage your CEO Dashboard settings
Metric Configuration
10 of 18 metrics active
▼ Revenue (3 metrics)
Total Revenue (MTD)
Revenue vs Target
Average Deal Size
▼ Pipeline (4 metrics)
Total Pipeline Value
Pipeline Coverage
New Opps This Week
Stalled Deals
▼ Conversion (2 metrics)
Win Rate
Lead Conversion Rate
▼ Activity (1 metric)
Tasks Completed
Schedule Settings
Data Management
Last calculated: March 23, 2026 at 6:00 AM