KPI 1 · Higher is better
Qualified pipeline
Baseline
$0
Current
$18.4K
Active target
$15K
% to target
123%
Expected by now
$6,750
Updated
Oct 23
$18.4Kactual vs $15K target
Reports to Tony
CRO
Last activity 2026-10-23
Owns pipeline and revenue across every bot that touches a prospect.
Owns
Pipeline, forecasting, sales handoffs
Does not own
Marketing creative, billing
30-day goal · Nov 20
Hit KPI 1 30-day target and document the playbook.
60-day goal · Dec 20
Double throughput with the same quality bar.
90-day goal · Jan 19
Run fully autonomously with weekly owner review only.
This week's target
Ship 3 improvements and report numbers Friday.
Weekly objective
Close the gap on the at-risk KPI.
Goals status
Approved
KPIs
KPI 2 · Higher is better
Win rate
Baseline
18%
Current
21%
Active target
22%
% to target
75%
Expected by now
19.8%
Updated
Oct 23
21%actual vs 22% target
KPI 3 · Higher is better
Booked calls
Baseline
0
Current
7
Active target
12
% to target
58%
Expected by now
5.4
Updated
Oct 23
7actual vs 12 target
Recent work
- Oct 23Reviewed pipeline with Intake Bot
- Oct 19Updated Q4 forecast
- Oct 16Hand-off rules tightened for consults
- Oct 13Weekly revenue note sent to owner