Active scorecard tracker
EOS Leadership Scorecard
EOS Scorecard
Latest week: May 6
Comparison: April 29
01
Drive Leads
02
Maximize Conversions
03
Optimize Results
Metric ledger
Scorecard rows
All owners
Alan
Andrew
Casper
Christian
Daniela
Jean
Kayla
Mike
Nick
All sections
Client Base & Retention
Cost & ROI Control
Delivery Operations
Pipeline Creation
All statuses
On track
Needs attention
No current data
#
Owner
Metric
Goal
May 6
Status
Trend
April 29
April 22
April 15
April 8
March 25
March 18
March 11
March 4
February 25
February 18
February 11
February 4
January 28
January 21
January 14
December 17
December 10
1
Nick
# of leads / opt-ins
Pipeline Creation
25
19
Needs attention
17
20
24
28
21
34
20
—
—
41
42
31
33
35
67
42
35
2
Nick
# of apointments booked
Pipeline Creation
6
11
On track
7
12
11
13
8
21
13
—
—
24
11
10
17
12
12
4
3
3
Nick
# of closed sales
Pipeline Creation
2
2
On track
1
0
4
1
1
1
3
—
—
2
2
1
1
1
0
0
0
4
Nick
Total Marketing spend
Cost & ROI Control
$2,500.00
$1,700.35
On track
$1,710.53
$1,829.65
$1,998.24
$1,932.80
$1,652.18
$1,469.53
$1,549.52
—
—
$1,848.84
$2,046.16
$1,850.84
$1,879.47
$1,842.05
$1,979.63
$1,506.83
$1,646.32
5
Nick
Average Cost Per Lead
Pipeline Creation
$350.00
$314.39
On track
$351.97
$305.13
$261.30
$221.64
$282.15
$168.90
$291.13
—
—
$149.31
$150.46
$197.54
$186.44
$174.72
$93.32
$137.62
$169.12
6
Nick
Average cost per appointment
Pipeline Creation
$750.00
$543.03
On track
$854.79
$508.55
$570.11
$477.37
$740.65
$243.45
$447.89
—
—
$255.08
$574.47
$612.38
$361.91
$509.59
$521.05
$1,444.96
$1,973.11
7
Nick
Cost to Aquire a new client
Cost & ROI Control
$4,000.00
$2,986.68
On track
$5,983.53
N/A
$1,567.81
$6,205.80
$5,925.18
$5,742.53
$1,940.84
—
—
$3,060.92
$3,159.58
$6,123.84
$6,152.47
$6,115.05
N/A
N/A
N/A
8
Christian
Net New Sales (MTD) $
Delivery Operations
$11,500
$1,000.00
Needs attention
$15,083.00
$12,088.00
$12,088.00
$0.00
$16,424.00
$9,985.00
$8,485.00
$0.00
$19,323.00
$8,789.00
$6,794.00
$2,049.00
$7,588.00
$5,044.00
$0.00
$5,794.00
$5,794.00
9
Christian
Net New Sales (MTD) #
Delivery Operations
5
1
Needs attention
4
3
3
0
7
5
4
0
7
4
3
1
2
1
0
2
2
10
Christian
Monthly Recurring Revenue Base ($)
Delivery Operations
>$500K
$498,433.00
Needs attention
$490,765.00
$488,917.00
$484,670.00
$483,411.00
$479,557.00
$479,308.00
$484,347.00
—
—
$481,719.00
$485,731.00
$484,605.00
$486,142.00
$492,926.00
$501,060.00
$513,392.50
$506,415.50
11
Christian
Active Clients (#)
Client Base & Retention
>145
145
On track
143
142
141
141
140
140
140
—
—
138
138
139
139
140
142
144
146
12
Christian
Maintenance/Hosting (#)
Delivery Operations
--
—
No current data
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
13
Christian
C-AMP Stand Alone (#)
Delivery Operations
--
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
14
Christian
Qual. Strategy Sessions
Pipeline Creation
15
2
Needs attention
13
11
8
6
13
9
5
0
15
9
5
2
14
9
4
6
5
15
Christian
Total Strategy Sessions
Pipeline Creation
20
11
Needs attention
49
41
31
18
40
32
14
0
46
39
21
12
40
29
21
11
8
16
Christian
Smart Chat Sign Ons (MTD)
Delivery Operations
1
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
17
Christian
SmartForms (MTD)
Delivery Operations
6
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
18
Kayla
Cancellations (MTD) $
Client Base & Retention
7,500
$2,250.00
On track
$0.00
$0.00
$6,149.00
$9,767.00
$3,440.00
$4,044.00
$5,794.00
$3,044.00
$4,500.00
$2,495.00
$7,194.00
$2,495.00
$5,684.00
$3,503.00
$5,713.00
$9,381.00
$9,791.00
19
Kayla
Cancellations (MTD) #
Client Base & Retention
<3
1
On track
0
0
2
2
2
1
2
1
1
1
1
1
2
1
2
3
2
20
Kayla
MTD Retention Rate
Client Base & Retention
>97%
99.30%
On track
97.91%
97.91%
97.21%
99.30%
95.82%
97.22%
97.10%
98.20%
97.22%
97.91%
98.61%
99.30%
96.52%
97.91%
98.61%
—
98.11%
21
Kayla
Actual monthly calls(Reports go out 6th)
Delivery Operations
30%
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
22
Kayla
Client Communication Weekly
Client Base & Retention
33%
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
23
Kayla
AM Upsells
Cost & ROI Control
>$2,250
$4,840.00
On track
$2,497.00
$3,347.00
$2,897.00
$5,841.00
$4,097.00
$2,380.00
$2,750.00
—
$1,100.00
$2,055.00
$4,010.00
$3,243.00
$2,347.00
$1,495.00
$4,295.00
$2,345.00
$1,500.00
24
Mike
Average Cost per Lead
Pipeline Creation
<$60
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
25
Mike
Plumbing
Delivery Operations
<$55
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
26
Mike
Electrical
Delivery Operations
<$65
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
27
Mike
HVAC
Delivery Operations
<$70
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
28
Mike
Plumbing + HVAC
Delivery Operations
<$65
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
29
Mike
Electrical + HVAC
Delivery Operations
<$65
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
30
Mike
Plumbing, HVAC, & Electrical
Delivery Operations
<$60
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
31
Mike
Clients Launched Succesfully
Delivery Operations
1
0
Needs attention
1
3
0
2
0
2
1
—
1
0
1
1
2
1
0
1
1
32
Mike
Search
Delivery Operations
<$165
$96.06
On track
$80.20
$87.44
$93.00
$95.76
$87.00
$97.44
$103.82
—
$99.07
$95.57
$92.75
$89.32
$90.66
$98.83
$106.68
$85.57
$92.91
33
Mike
PMAX
Delivery Operations
<$50
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
34
Mike
Search
Delivery Operations
>20%
31.25%
On track
33.39%
32.79%
31.47%
30.34%
31.32%
30.86%
29.69%
—
30.44%
30.31%
30.43%
29.35%
30.54%
29.72%
28.08%
30.50%
28.66%
35
Mike
PMAX
Delivery Operations
>3%
—
No current data
—
—
—
—
—
—
—
—
—
—
—
—
—
—
1.24%
1.77%
1.51%
36
Casper
Late Projects #
Delivery Operations
0
0
On track
0
0
0
0
0
0
0
—
0
0
0
0
0
0
0
0
0
37
Casper
Launch #
Delivery Operations
7
3
Needs attention
2
1
2
0
0
1
4
—
3
1
0
1
1
1
2
1
2
38
Casper
Design #
Delivery Operations
5
1
Needs attention
1
3
1
2
3
4
2
—
1
1
2
2
3
2
0
2
5
39
Casper
Buildout #
Delivery Operations
8
5
Needs attention
8
5
7
6
8
7
5
—
7
6
4
2
3
3
4
5
1
40
Casper
QC #
Delivery Operations
5
1
Needs attention
1
1
2
3
2
3
1
—
1
1
0
2
3
4
4
0
0
41
Casper
Reveal #
Delivery Operations
3
2
Needs attention
3
3
3
3
3
2
1
—
2
2
2
2
2
1
1
3
3
42
Casper
Side Project #
Delivery Operations
4
2
Needs attention
2
2
3
2
2
3
3
—
2
2
2
1
1
0
0
0
0
43
Casper
LSA Launch
Delivery Operations
8
8
On track
5
4
3
2
2
2
2
—
5
6
6
8
6
6
5
2
2
44
Casper
PPC Launch
Delivery Operations
5
3
Needs attention
1
1
2
1
4
1
2
—
2
1
1
1
2
3
3
2
4
45
Casper
PSEO Overdue Clickup Tasks
Delivery Operations
<100
50
On track
55
24
44
72
38
61
161
—
28
104
114
92
37
39
72
105
63
46
Casper
PSEO Overdue Clickup Tickets
Delivery Operations
<20
10
On track
12
13
16
15
14
26
24
—
15
28
30
23
30
20
18
25
27
47
Alan
Percentage of Successful Payments
Cost & ROI Control
95%>
98.00%
On track
98.00%
98.00%
98.00%
94.69%
98.91%
97.05%
96.36%
—
98.46%
95.82%
95.52%
95.53%
99.61%
98.57%
98.55%
96.13%
93.97%
48
Alan
# Failed Payments from Previous Month
Cost & ROI Control
0
1
Needs attention
1
1
1
1
0
0
2
—
0
0
0
2
2
3
3
2
2
49
Jean
Number of content orders received late
Delivery Operations
1
0
On track
0
0
0
0
0
0
0
—
0
0
0
—
0
0
0
0
0
50
Andrew
# Audited SEO Clients
Delivery Operations
<12
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
51
Andrew
# of monitored seo clients on a weekly basis
Delivery Operations
>20
5
Needs attention
20
20
16
11
15
22
47
—
28
44
44
—
40
34
24
24
41
52
Andrew
# of tickets opened older than 3 days
Delivery Operations
<1
3
Needs attention
3
6
2
1
1
1
0
—
0
1
0
—
0
1
0
1
4
53
Andrew
# of GBP Posts Published
Delivery Operations
>150
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
54
Andrew
% of SEO Monthly Touches (WoW)
Delivery Operations
>25%
1%
Needs attention
78%
60%
35%
3%
81%
66%
38%
—
94%
67%
28%
—
89%
63%
36%
94%
71%
55
Daniela
Amount of clients who had images added to their LSAs on a monthly basis
Delivery Operations
>55
14
Needs attention
67
67
60
43
66
65
48
—
69
69
49
27
68
68
66
70
70
56
Daniela
Clients with expired LSA Documentation
Delivery Operations
0
2
Needs attention
4
2
1
2
1
0
0
—
0
0
1
2
0
0
1
1
1
57
Daniela
# of LSA Clients checked on Weekly Basis
Delivery Operations
>15
15
On track
30
22
23
40
20
19
35
—
22
15
15
17
15
21
31
15
17
58
Daniela
COVID-19 (All-Time) $
Delivery Operations
--
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
59
Daniela
COVID-19 (All-Time) #
Delivery Operations
--
—
No current data
No trend
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0
