Collective Performance

Optimizing for Impact

Log activity

FY 2026 collective revenue goal

$1,200,000

Grow to eight consistently booked practitioners by deepening work with mid-market operations clients.

Collective pace this month94%

Behind

04

On pace

06

Ahead

01

We're 4 conversations behind pace this month. That's about 1 each — one good afternoon.

Member income goals

$1,250,000

× 1.5 multiplier = $1.9M of revenue

Collective revenue goal

$1.2M

$675K short of what members want to earn

Outreach this month

77

of 134 · 57 to go

The chain

Financial outcomes are produced by upstream activity.

Play with the model

  1. Revenue

    the outcome we want

    $1.2M

  2. Wins

    ÷ $50K average deal

    24

  3. Opportunities

    ÷ 30% win rate

    80

  4. Explorations

    ÷ 40% become opportunities

    200

  5. Conversations

    ÷ 50% become explorations

    400

  6. Outreach

    ÷ 25% become conversations

    1,600

Where everyone stands

Top-of-funnel behavior for the current month.

Scoreboard
SC

SC (Admin)

$140K income goal

142%
outreach13 / 10
conversations4 / 3
KH

KH

$130K income goal

109%
outreach9 / 8
conversations2 / 2
BS

BS

$95K income goal

108%
outreach6 / 6
conversations2 / 2
RH

RH (Admin)

$120K income goal

103%
outreach8 / 8
conversations2 / 2
JM

JM

$110K income goal

103%
outreach8 / 8
conversations2 / 2
RD

RD

$160K income goal

99%
outreach9 / 10
conversations3 / 3
KM

KM

$105K income goal

99%
outreach7 / 8
conversations2 / 2
DL

DL

$85K income goal

83%
outreach5 / 6
conversations1 / 2
JT

JT

$100K income goal

76%
outreach4 / 6
conversations1 / 2
RS

RS

$90K income goal

76%
outreach4 / 6
conversations1 / 2
JF

JF

$115K income goal

38%
outreach4 / 8
conversations1 / 2