Quarterly Board Milestones
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
$
%
123
 
 
 
 
 
 
 
 
 
ACDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJ
1
Quarterly MilestonesQ4 2019Priority (ABC)Impact (HML)Q1 2020Priority (ABC)Impact (HML)Q2 2020Priority (ABC)Impact (HML)Q3 2020Priority (ABC)Impact (HML)Q4 2020Priority (ABC)Impact (HML)Q1 2021Priority (ABC)Impact (HML)
2
3
Customer Acquistion (Owner)
4
Marketing
5
Marketing Spend/Channels Trade Show Trade Show
6
New Marketing Qualified Leads 22303845
7
Sales
8
New Sales Qualified Leads 8101215
9
New Closed Customer 2345
10
Repeat Customers46810
11
LTV:CAC Ratio 4.75.15.55.7
12
Revenue (Owner)
13
Billings
14
Major Accounts
15
Collections Day Sales Outstanding (DSO) how long from billing to collections
16
Churn (lost accounts)
17
18
19
20
Total#VALUE! $ - $ - $ - $ - $ -
21
Product/Service Milestones (Owner)
22
COGS Target
23
New Products
24
Time from contract to delivery
25
26
27
People (Owner)
28
Right People 2 New Sales1 New Marketing
29
Wrong People People to transtion
30
Right Seats Roles to change
31
New Hires Job Description written, posting
32
Candidate tracking
33
34
35
End of Quarter Headcount
36
OPS (Owner)
37
Services Delivery How are you ranking customer satisfaction
38
Project Profitability Project based profitability
39
40
41
42
43
44
45
Important Things We're Not Doing Yet
46
Not launching the new product until Q3 next year
47
48
49
50
51
52
53
54
End of Quarter Cash
55
Burn/Growth (+/-)
56
Guidelines:
57
Customer acquisition - place in quarter when revenue based contract is executed. Differentiate revenue types
58
Product/Services Milestones - place in quarter when release is in formal beta or release state. Example - Mobile(Beta); Mobile(Release)
59
Hiring - the day they show up for work.
60
Billings - we will populate billings as contracts are signed.
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
Loading...