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Current Position
Current Position
Bottlenecks
Last Period Baseline
Top Improvement
Metrics
Key financials
What were your profits for the last period excluding interest and taxes?
What was your revenue for the last period?
Customer metrics
Approximately how many customers have you served over the last period?
Approximately how many transactions do you do per period with these customers?
If you make an offer to a lead, what is the probability that they buy from you?
Key Metric
Bottlenecks (single biggest root cause issue)
Current Performance over last period
Getting Leads
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Converting Leads into Sales
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Doing more Transactions per customer
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Sales Price
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Total Costs
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# Leads
Conversion Rate %
# Customers
Av. # Transactions per customer
Av. Sales Price
Revenue
Margin %
Profits
Bottleneck (single biggest root cause issue)
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Top
Quick Hit Improvement
Required Investment
Prob. of success %
R.O.I
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