Measurement
Reporting — Agency-Owner KPI Dashboard
TODO — the founder-facing dashboard. Different from any client-facing dashboard. Tracks the few numbers that determine whether the agency is healthy.
Who owns it
Section titled “Who owns it”TODO — Founder, with Director of Operations maintaining the data inputs.
- TODO — define the metrics: MRR, net new MRR, churn dollars, gross margin per pod, sales pipeline value, close rate, utilization per pod, AR over 30 days. Period-over-period comparison on each.
- TODO — build in the agency’s standard BI tool (Looker Studio, Metabase). One-page layout, refreshes daily, accessible from the phone.
- TODO — weekly leadership meeting opens with the dashboard. Anything red gets a save plan that week, not next quarter.
Definition of done
Section titled “Definition of done”TODO — dashboard live, data trustworthy, weekly review running, founder can quote any of the 8 numbers from memory.