2026 Metrics Dashboard & Scorecard

Strategic Performance Tracking | Orases Strategy

7
Critical Issues
12
Warning Status
85%
Target Achievement
$13.8M
Revenue Target

Financial Performance Overview

Key Metrics Status Distribution

Revenue Breakdown by Category

5
Critical Metrics
62%
Utilization
7.2%
Current Margin

💰 Financial Outcomes & Company Health

Current performance without surprises

Budget vs Actual Revenue Variance
-11%
Target: ±2%
🚨 OUT OF BOUNDS
Owner: Amy
Action: Immediate forecast review, identify gap drivers, adjust sales tactics or capacity
Adjusted Net Profit Margin
7.2%
Target: 10%
🚨 OUT OF BOUNDS
Owner: Amy
Action: Review project margins, reduce low-margin work, optimize utilization, control costs
Budget vs Actual Profit Variance
-25%
Target: ±2%
🚨 CRITICAL
Owner: Amy
Action: Emergency profit review, analyze cost overruns, halt low-margin projects, reassess resource deployment

🚀 Revenue Engine & Growth

Current state of growth manufacturing

Existing Logo Custom Software Revenue
$8.5M
Target: $9.25M
🚨 RISK
Owner: Vlad
Action: Execute named account expansion plans, increase account reviews, identify upsell opportunities immediately
Hosting Revenue
$846K
Target: $820K
✓ ON TARGET
Owner: Mike
Action: Monitor churn, if declining faster: review pricing, service quality, client satisfaction
Factored New Logo Pipeline
TBD
Target: $5.0M
⏳ To Be Determined
Owner: Larissa
Action: Measure current pipeline, if <$5M: increase prospect outreach, accelerate MQL→SQL conversion
Wins Closed (New Logos)
TBD
Target: 7-12
⏳ To Be Determined
Owner: Larissa
Action: If trending <7: Review win rates, workshop quality, deal velocity; adjust sales approach

🎯 Sales Execution Funnel

Current conversion efficiency metrics

Sales Funnel Conversion

Prospects
TBD
Target: 10,000
⏳ To Be Determined
Owner: Larissa
MQLs
TBD
Target: 800
⏳ To Be Determined
Owner: Larissa
SQLs
TBD
Target: 160
⏳ To Be Determined
Owner: Larissa
Workshops Held
TBD
Target: 48/year (4/month)
⏳ To Be Determined
Owner: Larissa

😊 Client Outcomes & Retention

Trust and satisfaction metrics

Net Promoter Score (NPS)
68
Target: 80
⚠ MONITOR
Owner: Larissa
Action: If <75: Review detractor feedback, improve service delivery, address client concerns
NPS Participation
TBD
Target: 90%
⏳ To Be Determined
Owner: Larissa
Available Client References
TBD
Target: ≥21
⏳ To Be Determined
Owner: Larissa

⚙️ Delivery Performance & Margin Control

Where profit is protected or lost

Avg Project Margin (Fully Loaded)
17.5%
Target: ≥15%
✓ EXCEEDS TARGET
Owner: Kat
Avg Project Margin (2026 only)
8.6%
Target: ≥15%
🚨 OUT OF BOUNDS
Owner: Kat
Action: Urgent project margin review, identify loss leaders, halt unprofitable work

⚡ Capacity & Productivity

Resource utilization and efficiency

Billable Utilization
62%
Target: 70%
🚨 LOW
Owner: Kat
Action: Review bench time, accelerate sales, optimize resource allocation, reduce internal overhead
Effective Bill Rate (EBR)
$196
Target: $215
🚨 LOW
Owner: Kat
Action: Raise rates on renewals, reduce discounting, optimize team mix
Actual Bill Rate
$227
Target: $215
✓ EXCEEDS TARGET
Owner: Kat

👥 Team Health & HR

Employee engagement and recruiting

Team Member eNPS
44
Target: 50
⚠ MONITOR
Owner: Amy
Action: If <45: Survey detractors, address concerns, improve manager effectiveness
Officevibe Pulse
7.9
Target: 8.0
⚠ CLOSE
Owner: Amy
Relationship w/ Manager
8.7 ⬇1.3
Target: ≥8.8
🚨 DECLINING
Owner: Amy
Action: Manager training, 1-on-1 coaching, review manager workload, address specific concerns
$13.8M
Total Revenue Target
$1.38M
Net Profit Target
10%
Target Margin

💰 Financial Targets

2026 financial objectives and goals

Total Revenue
$13.8M
2025: $12.028M
📈 Growth Target
Owner: Amy
Action: Review pipeline health, accelerate deal closing, assess resource allocation
Adjusted Net Profit ($)
$1.38M
2025: ~$869K
📈 Growth Target
Owner: Amy
Action: Track monthly progress, correlate with margin improvements and revenue growth

🚀 Revenue Growth Targets

Strategic growth objectives by category

Revenue Growth Targets by Category

New-Logo Revenue (Custom Software)
$2.5M
2025: $539K
🚨 CRITICAL GAP
Owner: Larissa
Action: Accelerate workshop cadence, expand top-of-funnel activities, review conversion rates, consider interim sales support
Shopper Marketing
$1.2M
2025: $864K
📈 Growth Target
Owner: Kat
Convrsly.ai
$30K
2025: $0
🆕 New Product
Owner: Nick
Action: Launch product marketing, identify pilot customers, establish go-to-market strategy
EMS/Support Contracts
$4.144M
2025: $3.818M
📈 Growth Target
Owner: Kat
Custom App Dev
$7.1M
2025: $6.063M
📈 Growth Target
Owner: Kat
Exclusive Consulting & Speaking
$150K
2025: $105K
📈 Growth Target
Owner: Kat

📅 2027 Carryover Targets

End-of-year positioning for 2027

2027 Committed Carryover (Hard)
$1.2-1.8M
2025: ~$0.6-0.8M
🎯 Strategic Goal
Owner: Larissa
Action: If tracking <$1M by Q3: Accelerate late-year deals, lock in multi-phase contracts, prioritize Q1 2027 starts
2027 Factored Carryover (Forecastable)
$2.0-2.8M
2025: ~$1.2-1.5M
🎯 Strategic Goal
Owner: Larissa
Action: If <$2M by Q4: Increase late-year pipeline velocity, secure SOWs with deferred starts

🎯 Strategic Initiatives

Key strategic goals and objectives

Strategic Initiatives On Track
≥90%
Target: ≥90%
⏳ To Be Determined
Owner: Nick
Action: If <90%: Review initiative prioritization, resource allocation, remove blockers
Growth Target on Named Accounts
TBD
Land and Expand Strategy
⏳ To Be Determined
Owner: Kevin
Action: Establish baseline metrics, create account-specific growth plans, track quarterly
WordPress Dev & Support
TBD
New Service Line
⏳ To Be Determined
Action: Establish baseline and target, determine strategic fit

Metrics Relationship Map

Click on any metric to see its relationships and impact • Hover to highlight connections

Utilization vs Profit Margin

Sales Funnel Efficiency

Revenue Impact Breakdown

Metric Health Status

Strategic Goals

SGP #1
Revenue Growth
$13.8M Target
SGP #2
Profitability
10% Margin
SGP #3
Market Position
Client Trust
→

Revenue Engine

New Logo Revenue
$2.5M
Target: $2.5M
Existing Logo Revenue
$8.5M
Target: $9.25M
Hosting Revenue
$846K
Target: $820K
Other Revenue
$2.0M+
Shopper Mkt, Convrsly.ai
→

Sales & Marketing

Pipeline
$5.0M
Factored Pipeline
Sales Funnel
10K → 800 → 160
Prospects → MQLs → SQLs
Workshops
48/year
4 per month
New Logos Closed
7-12
Annual target
→

Operations

⚠️ Utilization
62%
Target: 70%
⚠️ Effective Bill Rate
$196
Target: $215
🚨 Project Margin
8.6%
Target: ≥15%
Team eNPS
44
Target: 50
Client NPS
68
Target: 80
→

Financial Results

Total Revenue
$13.8M
2026 Target
Net Profit
$1.38M
10% Margin
🚨 Current Margin
7.2%
⚠️ Below Target
×

Understanding the Relationships

Strategic Goals
Revenue Streams
Sales & Marketing
Delivery & Margins
Team Health
Client Satisfaction
Financial Outcomes
How These Metrics Connect:
• Strategic Goals drive the overall business direction and set targets
• Revenue Streams are powered by both new client acquisition and existing client expansion
• Sales & Marketing activities (pipeline, workshops, funnel conversion) directly feed revenue growth
• Operations (utilization, bill rates, project margins) determine profitability of revenue
• Team Health & Client Satisfaction enable sustainable delivery and retention
• All operational metrics ultimately impact Financial Outcomes (revenue and profit margin)
Critical Dependencies:
• Low Utilization (62%) directly impacts profitability - need more billable work or smaller team
• Low Project Margin (8.6%) on 2026 projects is the primary driver of profit shortfall
• Low EBR ($196) means revenue per hour is below target, reducing overall revenue potential
• These three operational issues combine to create the -25% profit variance seen in financial outcomes