Leadership review · Beth
Rick — Sales
Rolling four months, Apr 2026 – Jul 2026.
Corrective focus — Jul 2026
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Reinforce
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Monthly scorecard
Loading…| KPI | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Goal | MoM | Status |
|---|---|---|---|---|---|---|---|
| Work Orders Created↑ better | — | — | |||||
| Work Orders Completed↑ better | — | — | |||||
| % Completed in 14 Days↑ better | — | — | |||||
| Avg Response Time↓ better | — | — | |||||
| Revenue↑ better | — | — | |||||
| Margin %↑ better | — | — | |||||
| Quotes Issued↑ better | — | — | |||||
| Win Rate %↑ better | — | — | |||||
| Pipeline Value↑ better | — | — | |||||
| New Clients Won↑ better | — | — | |||||
| Avg Deal Size↑ better | — | — |
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Meeting notes & actions
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Values are entered by hand for now. Operational dashboard still reads the uploaded workbook.