Top KPIs
Quarter to Date
Net New MRR
$4.2k
QTD
Total MRR
$630k
Rev. Retention
96.32%
QTD
Sold Business
$27k
QTD · incl. 5 upsells ($7.8k)
Revenue QoQ
$380k
vs $390k −2.56%
Collected Rev YTD
$2.14M
of $8.5M 28.35%
Revenue
April Revenue Report
Projected EOM Revenue
$613k
Collected Revenue
$347.3k
Uncollected Scheduled
$231.8k
Uncollected New Revenue
$33.9k
Next Month Resuming
$35.4k
Next Month New Revenue
$0
Business Activity
Business Win / Loss — This Week
MRR Change (this wk)
-$5.5k
▲ Wins
New Logos
None
Upsells
4
Total New Rev
$4.8k
▼ Losses
Lost Logos
1
Lost Engagements
2
Total Lost Rev
$10.3k
Pipeline
Pipeline Review
Outstanding Proposals
8
Proposal Value
$44.8k
Intro Calls (next wk)
2
2nd Calls (next wk)
5
MQLs (this wk)
13
Avg. Close Rate
34%
Strategy
Biggest Constraints
1
Retention is still a top priority despite the new quarter giving us a clean slate.
2
Strategic Department Leadership. Poor leadership is contributing to retention hits.
How We're Attacking It
1
Hired Vince as the new in-office head of SEO — starts May 5th. High confidence he will substantially level up the team and directly help retention.
2
Cody is taking ownership of retention this quarter and will report on it until we have a dedicated person to own the metric.
3
Building a compensation plan that rewards strategy around retention goals — rolling out later this year to incentivize 100% of client performance efforts toward retaining revenue.