Sample KPI scorecard
What a client receives at the end of the Review.
Sample data. Every figure is made up to show the layout. Sample Co is not a real client.
Enquiries
1,200
+8% on last month
Qualified rate
24%
+2 pts
Win rate
18%
-1 pt
Cost per qualified lead
£85
-6%
Email click rate
3.1%
+0.4 pts
Pipeline value
£420k
+11%
Enquiries, last six months
What I would flag
- 🟢 On track
- Enquiries and qualified rate are moving the right way.
- 🟡 Watch
- Win rate dipped. Check how quickly sales follow up.
- 🔴 Act
- Pipeline leans heavily on one channel.
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