Performance
Goals and targets
The commitments agreed for this plan year, scored against live portal data rather than a spreadsheet.
Goals tracked
8
Achieved
3
Off plan
3
Average progress
70%
Lift portfolio ROI to 3.8x
Achieved
Board committed to a 3.8x blended return before approving next year's budget.
Current
4.83x
Target
3.8x
Baseline: 2.6xProgress: 100%Owner: Commercial LeadCheckpoint: End of Q4
Reduce cost per lead to £85
Off track
Acquisition cost is the single biggest lever on margin at current volumes.
Current
£244
Target
£85
Baseline: £118Progress: 0%Owner: Marketing ManagerCheckpoint: End of Q3
Hold budget adherence at 96%
At risk
Predictable spend keeps the working capital facility untouched.
Current
92.2%
Target
96%
Baseline: 88%Progress: 53%Owner: Finance LeadCheckpoint: Rolling
Release 10% of budget as savings
On track
Verified savings fund the additional activity slots requested by sales.
Current
8.5%
Target
10%
Baseline: 4.5%Progress: 73%Owner: Operations ManagerCheckpoint: End of Q4
Qualify 52% of captured leads
On track
Sales capacity is fixed, so quality has to rise before volume does.
Current
48.5%
Target
52%
Baseline: 39%Progress: 73%Owner: Sales LeadCheckpoint: End of Q3
Convert 50% of qualified leads to meetings
Achieved
Meetings booked is the earliest reliable predictor of closed revenue.
Current
53.8%
Target
50%
Baseline: 36%Progress: 100%Owner: Sales LeadCheckpoint: End of Q4
Reach an NPS of 45
At risk
Referral volume is the cheapest channel available to a business this size.
Current
39
Target
45
Baseline: 31Progress: 57%Owner: Customer LeadCheckpoint: End of Q4
Hit 92% of attendance targets
Achieved
Under-attended activity wastes costs that are already committed.
Current
97.6%
Target
92%
Baseline: 79%Progress: 100%Owner: Marketing ManagerCheckpoint: Rolling