PEOPLE PROFIT CHAIN KPI 1

W R I T E YO U R S U B T I T L E H E R E

LEADERSHIP TALENT MARKET

Green marketing is a practice Green marketing is a practice Green marketing is a practice
whereby companies seek to go whereby companies seek to go whereby companies seek to go
above and beyond. above and beyond. above and beyond.

STRATEGY CULTURE
Green marketing is a practice Green marketing is a practice
whereby companies seek to go whereby companies seek to go
above and beyond. above and beyond.
 INCORRECT STOCK SIZE KPI 2

W R I T E YO U R S U B T I T L E H E R E

14% 54% 63%

% ITEMS WITH
INCORRECT STOCK % OF SAFETY STOCK
BALANCES SIZE OF SAFETY STOCK USED
Green marketing is a practice Green marketing is a practice Green marketing is a practice
whereby companies seek to go whereby companies seek to go whereby companies seek to go
above and beyond traditional above and beyond traditional above and beyond traditional
marketing values by promoting marketing values by promoting marketing values by promoting
environmental core values. environmental core values. environmental core values.
 EDUCATION & RESEARCH KPI 3

W R I T E YO U R S U B T I T L E H E R E

HIGH SCHOOL DEGREE ATTAINMENT MATH PROFICIENCY BY STATE

15 4.5
3
12
1.5
9 0
i c i c n t d
s s e c e
6 a a c i n
B B fi a
w e o v
e lo o v Pr Ad
3 B / Ab v e
v e
At b o o
0 / A / Ab
Jan Feb Mar Apr May Jun Jul Aug Sep At At

READING PROFICIENCY BY STATE COLLEGE DEGREE ATTAINMENT

4.5 15
3
12
1.5
0 9
c c t d
a si a si i e n
c e
B B c a n 6
w e o fi v
v r
e l o
b o P Ad 3
B A v e e
/ v
At Ab
o
b o
/ / A 0
At At Jan Feb Mar Apr May Jun Jul Aug Sep
 FINANCIAL MANAGEMENT KPI 4

W R I T E YO U R S U B T I T L E H E R E

WORKING CAPITAL
5
4 4.3 4.5 4.4 4.4
3 3.5
2.5 2.8 2.8
2 2.4 2.4
1.8 1.8
1
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

WORKING CAPITAL DAYS SALES OUTSTANDING

5
4 4.3 4.4 4.5 4.4 4.4 4.3 4.4 4.5 4.4
3 3.5 3.5
2 2.4 2.5 2.8
2.4 2.4
2.8 2.5
2.4
2.8 46
1.8 1.8 1.8 1.8
1
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

ACCOUNT RECEIVABLE DAYS PAYABLE OUTSTANDING

5
4 4.3 4.5
3 3.5
2 2.5 2.4
13
1
0
Not Due < 30 Days < 60 Days < 90 Days > 90 Days
 SALES TARGET KPI 5

W R I T E YO U R S U B T I T L E H E R E

SALES VOLUME BY CATEGORY LAST MONTH COMPARISON

Product 01 Product 02 Product 03

Product 04

LAST MONTH THIS MONTH

SALES VOLUME $50% SALES VOLUME $75%

SALES VOLUME BY CATEGORY MONTHLY SALES VOLUME

90
Week 4
75

60 Week 3
45
Week 2
30

15 Week 1
0
Week 1 Week 2 Week 3 Week 4 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
 MEDIA KPI DEVELOPMENT 6

W R I T E YO U R S U B T I T L E H E R E

KPI SALES & MARKETING PROCESS BUYER’S JOURNEY

Green marketing is a practice

whereby companies seek to go Visitors
above. Awareness

Green marketing is a practice

whereby companies seek to go Leads
above.
Consideration
Green marketing is a practice
whereby companies seek to go Marketing Qualified Leads
above.

Green marketing is a practice Decision

whereby companies seek to go Sales Qualified Leads
above.
 AUDIT KPI DASHBOARD 7

W R I T E YO U R S U B T I T L E H E R E

SUMMARY OF OBSERVATION AUDIT OBSERVATION SUMMARY

Unsatisfactory

Needs Significant Improvement

Needs Some Improvement

Satisfactory

0 1 2 3 4 5 6 7 8

RESULT OF COMPLETED RISK RATING OF PLANNED

PLANNED AUDITS STATUS AUDITS AUDITS

15% Unsatisfactory
Completed
Needs Signif- High Medium
36% 38% 36%
icant Im-
45% 15% provement 45%
In Progress
Needs Some
Improvement Low
Not Started
18% 31% Satisfactory 18%
 SALES KPI DASHBOARD 8

W R I T E YO U R S U B T I T L E H E R E

EARNED REVENUE Q1 Green marketing is a OUTCASTS Green marketing is a

practice whereby practice whereby
5 companies seek to go companies seek to go
4.5 Apr
4 above and beyond above and beyond
3.5 traditional marketing by traditional marketing by
3 Mar
2.5 promoting environmental promoting environmental
2 core values in the hope that core values in the hope that
1.5 Feb
1 consumers will associate consumers will associate
0.5 these values with their 0% 20% 40% 60% 80% 100% these values with their
0
Jan Feb Mar Apr company or brand. Product A Product B company or brand.

Green marketing is a SOLD PRODUCTS Q1 Green marketing is a SUCCESSFUL ADVERTS

practice whereby practice whereby
companies seek to go 16 companies seek to go
Apr
above and beyond above and beyond
12
traditional marketing by traditional marketing by
Mar
promoting environmental 8 promoting environmental
core values in the hope that 4 core values in the hope that
Feb
consumers will associate consumers will associate
0
these values with their Product 1 Product 2 Product 3 these values with their 0% 20% 40% 60% 80% 100%
company or brand. Jan Feb Mar Apr company or brand. Product A Product B
 CUSTOMER RETENTION KPI DASHBOARD 9

W R I T E YO U R S U B T I T L E H E R E

RETAINED
Green marketing is a
practice whereby
companies seek to go
above and beyond.
CONVERTED
Green marketing is a
practice whereby
companies seek to go
above and beyond.
NEW
Green marketing is a
practice whereby
companies seek to go
above and beyond.
ATTRIBUTION
Green marketing is a
practice whereby
companies seek to go
above and beyond.
 BUSINESS KPI DASHBOARD 10

W R I T E YO U R S U B T I T L E H E R E

CUSTOMER ACQUISITION COST (CAC) REVENUE

80 120
Thousands of Dollars

Thousands of Dollars
100
60
80

40 60 Last Period
Current Period
40
20
20

0 0
CAC CLV Jan Feb Mar

AVERAGE REVENUE PER CUSTOMER NUMBER OF NEW CUSTOMERS

120 120
Thousands of Dollars

100 100

80 80

Customers
60 Last Period 60 Last Period
Current Period Current Period
40 40

20 20

0 0
Jan Feb Mar Jan Feb Mar
 BAKING KPI DASHBOARD 11

W R I T E YO U R S U B T I T L E H E R E

WEIGHTED AVERAGE DEPOSITS LOAN SPREAD WITH OUTSTANDING

60

North Region
32% 40 Interest
37%
East Region Income

West Region 20 Non-Inter-

est Income
11%
South Region 0
20%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

LOAN BALANCE INCOME MIX, INTEREST VS FEE INCOME

350 600 6
300 500 5
250 Non-Interest
400 4
200 Non-Interest Income
Income 300 3
150
200 2
100 Interest Interest
50 Income 100 1 Income
0 0 0
Jan Feb Mar Apr May Jun Jul Aug Jan Feb Mar Apr
 WAREHOUSE KPI DASHBOARD 12

W R I T E YO U R S U B T I T L E H E R E

SALES COMPARISON SALES DISTRIBUTION

100

15% Product A
80 23%
Thousands of Dollars

Product B
60

Product C
40 12%
31%
Product D
20

19% Product E
0
Product A Product B Product C Product D Product E

Green marketing is a practice whereby companies seek to go Green marketing is a practice whereby companies seek to go
above and beyond traditional marketing by promoting above and beyond traditional marketing by promoting
environmental core values in the hope that consumers will environmental core values in the hope that consumers will
associate these values with their company. associate these values with their company.
 KPI DASHBOARD 13

W R I T E YO U R S U B T I T L E H E R E

18

15

OPERATIONS 12 PRODUCTS
Green marketing is a 9 Green marketing is a
practice whereby 6 practice whereby
companies seek to go companies seek to go
3
above and beyond. above and beyond.
0
Jan Feb Mar Apr

5 6

5
4

REVENUE 3
4 MANUFACTURING
Green marketing is a 3 Green marketing is a
2
practice whereby 2
practice whereby
companies seek to go companies seek to go
1
above and beyond. 1 above and beyond.
0 0
Jan Feb Mar Apr Jan Feb Mar Apr
 CUSTOMER SERVICE KPI DASHBOARD 14

W R I T E YO U R S U B T I T L E H E R E

1200
1000
GIFT SHOP SALES 800

Green marketing is a practice whereby companies seek to go 600

above and beyond traditional marketing by promoting 400

environmental core values in the hope that consumers will 200
associate these values with their company or. 0
J F M A M J J A S O N D
12
10
8 INFORMATION DESK
6 Green marketing is a practice whereby companies seek to go
4 above and beyond traditional marketing by promoting
2 environmental core values in the hope that consumers will
0 associate these values with their company or.
J F M A M J J A S O N D
1500

1200
CUSTOMER SERVICE REVENUE
900
Green marketing is a practice whereby companies seek to go
600
above and beyond traditional marketing by promoting
environmental core values in the hope that consumers will 300

associate these values with their company or. 0

J F M A M J J A S O N D
 KPI TARGETS DASHBOARD 15

W R I T E YO U R S U B T I T L E H E R E

18
May
15
PROJECTS Apr
CORRECTIVE
COMPLETED 12 ACTIONS
Mar 9
Green marketing is a Green marketing is a
practice whereby 6 practice whereby
Feb
companies seek to go companies seek to go
3
above and beyond. Jan above and beyond.
0
0 3 6 9 Jan Feb Mar Apr May Jun

14 8

12 7

10 6
STATUS 8 5 TOTAL SAVINGS
Green marketing is a 6 4 Green marketing is a
practice whereby 4
3 practice whereby
companies seek to go 2 companies seek to go
2
above and beyond. 1 above and beyond.
0
a n e b a r p r a y un J ul u g e p c t o v e c 0
J F M A M J A S O N D Jan Feb Mar Apr May Jun
 MARKETING KPI DASHBOARD 16

W R I T E YO U R S U B T I T L E H E R E

12 18 8
May
7
10 15
Apr 6
8 12
5
6 Mar 9 4
3
4 Feb 6
2
2 3
Jan 1
0 0 0
Jan Feb Mar Apr May Jun 0 3 6 9 Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun

CUSTOMER INBOUND
SALES REVENUE COST PER LEAD LIFETIME VALUE MARKETING ROI
Green marketing is a practice Green marketing is a practice Green marketing is a practice Green marketing is a practice
whereby companies seek to whereby companies seek to whereby companies seek to whereby companies seek to
go above and beyond go above and beyond go above and beyond go above and beyond
traditional marketing values traditional marketing values traditional marketing values traditional marketing values
by promoting. by promoting. by promoting. by promoting.
 MARKETING KPI DASHBOARD 17

W R I T E YO U R S U B T I T L E H E R E

12 18 8

7
10 15
6
8 12
5

6 9 4

3
4 6
2
2 3
1

0 0 0
Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun

CUSTOMER LIFETIME INBOUND MARKETING

SALES REVENUE VALUE ROI
Green marketing is a practice Green marketing is a practice Green marketing is a practice
whereby companies seek to go whereby companies seek to go whereby companies seek to go
above and beyond traditional above and beyond traditional above and beyond traditional
marketing values by promoting. marketing values by promoting. marketing values by promoting.
 SUPPLIER COMPLIANCE KPI DASHBOARD 18

W R I T E YO U R S U B T I T L E H E R E

8 TOP PARTNER SPENDING $4,566.00

804 32
SUPPLIERS UNLISTED
55 ELITE PARTNER SAVINGS $8,534.00

RATE OF CONTRACT COMPLIANCE AVERAGE PROCUREMENT CYCLE

7

Week 4
6

5
Product 1
Week 3
4

Product 2
3
Week 2
2
Product 3

1
Week 1

0
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Jan
 CAMPAIGN OPTIMIZATION KPI DASHBOARD 19

W R I T E YO U R S U B T I T L E H E R E
RATE OF
CONTRACT COST-TO-INTERACTION OPTIMIZATION BY LEADSCORING
COMPLIANCE 6

Week 4 5

4
Week 3
3
Week 2
2

Week 1 1

0 20 40 60 80 0 0 0
1 0 1 2 3 4 5 6 7 8

TOP CAMPAIGNS LEADS CONVERTED VS. COST TREND

300 Non-Interest Income Interest Income
400 16%
250
350 14%
200
300 12%
150
250 10%
100
200 8%
50 150 6%
0 100 4%
1 2 3 4 5
gn gn gn gn gn 50 2%
p ai p ai p ai p ai p ai
0 0%
a m a m a m a m a m Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan
C C C C C
 KPI DASHBOARD 20

W R I T E YO U R S U B T I T L E H E R E

New Leads This Month Revenue This Month Quoted > Invoiced Planned vs. Actual Time New Projects This Month Outstanding Invoices

4 QUOTES 11.5 K 7.7% 96.3% 6 PROJECTS 96.3%

ACTIVE BUDGET REVENUE 2019 VS. 2020

PERIOD ACTUAL BUDGET STATUS DIFFERENCE 8
Jan 30,988 88,000 56% -123,987 7
Q1 45,000 23,000 25% -45,785 6
2020 128,900 56,000 12% -234,765 5
4

TEAM HOURS BY ACTIVITIES 3

2

11% 1

26% 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

21%
TEAM HOURS LOGGED THIS WEEK
Archie Luna Catherine Peterson
16%
Benjamin Howard Matthew Collins
18%
8% Dennis James Pamela Stewart

Patrick Henderson Sean Lewis