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ExDâ„¢ Tier 2 Lite Tracker - Quick Start Guide
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What This Tracker Does:
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 • Tracks Type 2 execution issues (A1-A6) across your customers
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 • Auto-calculates EDI (operational burden) and EDR (revenue at risk)
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 • Provides priority ranking to decide which customers to help first
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 • Requires only 15-30 minutes per week to maintain
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Setup Steps (Week 1):
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1. Populate Customer List
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 • Go to "Customer List" tab
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 • Add your customers (ID, Name, ARR, Segment, Baseline Churn Rate)
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 • Segment: Enterprise / Mid-Market / SMB
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• Baseline Churn Rate: Use 3% (Enterprise), 6% (Mid-Market), 12% (SMB) as defaults
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2. Log Execution Issues
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 • Go to "Issue Tracking" tab
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 • Log any Type 2 execution issues (use A1-A6 codes)
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 • Assign Severity (1-5) and Breadth (0.0-1.0)
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 • See Diagnostic Card for A-code definitions: executiondebt.com
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3. Review Dashboard
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 • Go to "📊 Dashboard" tab to see company-level metrics
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 • EDI = Operational burden (target: <400 for most companies)
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 • EDR = Revenue at risk (target: <2% of total ARR)
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4. Prioritize Customers
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 • Go to "Priority Ranking" tab
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 • Focus on 🔴 HIGH PRIORITY customers first
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Field Definitions:
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Severity (1-5):
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 1 = Inconvenience (minor workaround exists)
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 2 = Reduced efficiency (slows down work)
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 3 = Blocked workflow (can't complete critical task)
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 4 = Business impact (revenue/compliance risk)
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 5 = Executive escalation (C-level involved, churn imminent)
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Breadth (0.0-1.0):
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 Fraction of users/workflows affected
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 0.1 = One person / 10% of use case
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 0.5 = Half the team / 50% of workflows
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 1.0 = Entire organization / all workflows
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A-Codes (Type 2 Execution Gaps):
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 A1 = Training Gap (they don't know how)
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 A2 = Configuration Gap (product set up wrong)
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 A3 = Champion Turnover (person who knew left)
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 A4 = Change Management (organization won't adopt)
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 A5 = Usage Gap (bought but not using)
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 A6 = ROI Storytelling (working but they don't see value)
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Weekly Maintenance (15-30 min):
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 1. Log new issues in "Issue Tracking" (5-10 min)
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 2. Update status of existing issues (5 min)
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 3. Review Dashboard metrics (2 min)
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 4. Check Priority Ranking for at-risk customers (5 min)
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