Operational Workflow
Lead → Retention Flow
End-to-end operational stages with current volume, health and what each step is measuring. Health is computed against targets by the same rules engine that powers the dashboard recommendations.
Lead
4,820
What we measure
Marketing-qualified leads
Top of funnel volume generated by campaigns, SEO and referrals. Measures how much demand is entering the system each month.
Qualification
2,106
What we measure
SDR-qualified opportunities
Leads that pass BANT (budget, authority, need, timeline). Shows how well marketing demand matches an ideal customer profile.
Proposal
744
What we measure
Active proposals in flight
Deals in commercial negotiation. Bottlenecks here usually mean pricing, legal or scope friction — not product fit.
Closed-Won
183
What we measure
New clients acquired this month
The monthly list of new logos. This is the number that ultimately funds growth and compounds month over month.
Onboarding
—
What we measure
Time-to-value & CSM capacity
How quickly a new client reaches first value. Under growth scenarios, CSM capacity is the first thing to strain.
Retention
94.1%
What we measure
Net revenue retention
Rolling 90-day retention across the account base. 6 accounts currently flagged as at-risk.
What this shows
How I think about operations — every business reduces to a funnel with measurable health gates, whether it is SaaS, consulting or hospitality.
Why it matters
Directors and VPs are paid to spot where the funnel leaks and align the right owner to act. Metrics alone are insufficient without accountability.
How it works
A pure-TypeScript rules engine scores each stage against targets and surfaces recommendations with estimated impact, effort and owner.