ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJ
1
2
3
4
1000000
5
[Enter your metric]200000|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| 20%20%Total 100% Progress Weeks0
6
Total Weeks This Year35
7
3-Year Vision$50M in annual revenueTeam size 120Recognized brand in US90% retention, NPS 70+300k new customersWeeks @ 100% YTD0%
8
Weeks not at 100% YTD100%
9
1- Year PlanGrow from $10M to $20MHire dept heads, team 75Availability outside US85% retention, 65+ NPS 15k new customers
10
11
Instructions: Enter your team names in, enter your quarterly rocks starting in B22, type in your company target and vision, enter the data in C5 and check the box each week for to state the quarterly rocks are on track and to do items are done. Note your master goal needs to go in C4, the text is white so you don't see it. This is how you will get your percent progress.
12
13
0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%
14
15
16
17
18
19
JanuaryFebruaryMarchAprilMayJune
20
1234567891011121314151617181920212223242526
21
29 to 25 to 912 to 1619 to 262 to 69 to 1316 to 2023 to 272 to 69 to 1316 to 2023 to 2730 to 36 to 1013 to 1720 to 2427 to 14 to 811 to 1518 to 2225 to 291 to 58 to 1215 to 1922 to 2629 to 3
22
ProductComplete feature prioritization for v2FALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%ProductLaunch v2 beta and gather user feedbackFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
23
MarketingAudit website and improve SEO structureFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%MarketingBuild case studies and refresh ad creativesFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
24
GrowthLaunch paid social pilot campaignFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%GrowthOptimize acquisition funnel and LTV:CACFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
25
RevOpsClean and segment CRM databaseFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%RevOpsImplement new pricing model in systemsFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
26
OperationsRedesign onboarding and training processesFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%OperationsStandardize performance review processFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
27
SalesCreate outbound sales playbookFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%SalesReach $2M in Q2 pipeline through outbound & referralsFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
28
29
0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%
30
31
32
33
34
35
JulyAugustSeptemberOctoberNovemberDecember
36
2728293031323334353637383940414243444546474849505152
37
6 to 1013 to 1720 to 2427 to 313 to 710 to 1417 to 2124 to 2831 to 4 7 to 1114 to 1821 to 2528 to 25 to 912 to 1619 to 2326 to 302 to 69 to 1316 to 2023 to 2730 to 47 to 1114 to 1821 to 2528 to 1
38
ProductFinalize and publicly launch v2FALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%ProductCreate 2026 roadmap with cross-functional inputFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
39
MarketingRun brand awareness campaign across 3 channelsFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%MarketingPlan and execute Q1 2026 campaign strategyFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
40
GrowthTest 3 new growth channels and measure ROIFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%GrowthExpand into UK market with local partnersFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
41
RevOpsMigrate billing system for usage-based pricingFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%RevOpsLaunch revenue attribution reportingFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
42
OperationsBuild and document 5 core SOPsFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%OperationsLaunch internal knowledge base for all teamsFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
43
SalesBook 40 enterprise discovery callsFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%SalesClose $3M in annual recurring revenueFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSEFALSE0%
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100