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1. Dashboard Data Input
Executive Dashboard Q1 Q2 Q3 Q4
Customer Base NPV Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $2,243,103 $2,259,064 $2,275,025 $2,290,986 $2,306,947 $2,322,908 $2,338,869 $2,354,830 $2,370,791 $2,386,752 $2,402,713 $2,418,674
Current Fiscal Goal $2,250,000 $2,750,000 $2,300,000 $2,483,333 $2,508,333 $2,533,333 $2,558,333 $2,583,333 $2,608,333 $2,633,333 $2,658,333 $2,683,333
Current Fiscal % Achieved 99.7% 82.1% 98.9% 92.3% 92.0% 91.7% 91.4% 91.2% 90.9% 90.6% 90.4% 90.1%
Last Fiscal Actual $2,300,000 $2,150,000 $2,150,000 $2,150,000 $2,150,000 $2,150,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,600,000
Total Revenue ($) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $459,838 $467,892 $475,946 $484,000 $492,054 $500,108 $508,162 $516,216 $524,270 $532,324 $540,378 $548,432
Current Fiscal Goal $480,000 $490,000 $500,000 $510,000 $520,000 $530,000 $540,000 $550,000 $560,000 $570,000 $580,000 $590,000
Current Fiscal % Achieved 95.8% 95.5% 95.2% 94.9% 94.6% 94.4% 94.1% 93.9% 93.6% 93.4% 93.2% 93.0%
Last Fiscal Actual $329,040 $338,930 $348,820 $358,710 $368,600 $378,490 $388,380 $398,270 $408,160 $418,050 $427,940 $437,830
Expected Sales by Close Month ($) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $463,920 $485,932 $578,394 $348,503 $348,953 $253,094 $249,505 $394,056 $384,595 $475,963 $374,853 $294,055
Current Fiscal Goal $460,000 $470,000 $480,000 $490,000 $500,000 $510,000 $520,000 $530,000 $540,000 $550,000 $560,000 $570,000
Current Fiscal % Achieved 100.9% 103.4% 120.5% 71.1% 69.8% 49.6% 48.0% 74.4% 71.2% 86.5% 66.9% 51.6%
Last Fiscal Actual $328,495 $384,785 $473,840 $384,950 $394,953 $284,950 $495,930 $284,954 $395,950 $378,405 $284,943 $394,893
Total Opportunities ($) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $1,729,304 $1,759,303 $1,789,302 $1,819,301 $1,849,300 $1,879,299 $1,909,298 $1,939,297 $1,969,296 $1,999,295 $2,029,294 $2,059,293
Current Fiscal Goal $1,800,000 $1,825,000 $1,850,000 $1,875,000 $1,900,000 $1,925,000 $1,950,000 $1,975,000 $2,000,000 $2,025,000 $2,050,000 $2,075,000
Current Fiscal % Achieved 96.1% 96.4% 96.7% 97.0% 97.3% 97.6% 97.9% 98.2% 98.5% 98.7% 99.0% 99.2%
Last Fiscal Actual $1,293,040 $1,329,405 $1,365,770 $1,402,135 $1,438,500 $1,474,865 $1,511,230 $1,547,595 $1,583,960 $1,620,325 $1,656,690 $1,693,055
Cost Per Sale ($) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $8,452 $8,783 $9,583 $7,738 $8,739 $7,839 $9,845 $8,943 $8,763 $8,437 $7,485 $10,948

2. Current Fiscal Goal $8,500 $8,500 $8,500 $8,500 $8,500 $8,500 $8,500 $8,500 $8,500 $8,500 $8,500 $8,500
Current Fiscal % Achieved 99.4% 103.3% 112.7% 91.0% 102.8% 92.2% 115.8% 105.2% 103.1% 99.3% 88.1% 128.8%
Last Fiscal Actual $8,593 $8,590 $9,239 $10,940 $8,476 $9,283 $11,923 $9,041 $9,932 $10,945 $8,738 $8,583
Cost Per Opportunity ($) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $348 $289 $432 $489 $485 $323 $289 $483 $384 $328 $345 $343
Current Fiscal Goal $350 $350 $350 $350 $350 $350 $350 $350 $350 $350 $350 $350
Current Fiscal % Achieved 99.4% 82.6% 123.4% 139.7% 138.6% 92.3% 82.6% 138.0% 109.7% 93.7% 98.6% 98.0%
Last Fiscal Actual $298 $349 $539 $384 $432 $633 $321 $394 $289 $348 $438 $518
Marketing Dashboard Q1 Q2 Q3 Q4
Budget/Total Revenue Ratio (%) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 4.2% 3.8% 5.3% 6.4% 7.0% 4.3% 3.4% 6.4% 4.5% 6.3% 5.3% 3.9%
Current Fiscal Goal 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0% 6.0%
Current Fiscal % Achieved -1.8% -2.2% -0.7% 0.4% 1.0% -1.7% -2.6% 0.4% -1.5% 0.3% -0.7% -2.1%
Last Fiscal Actual 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0% 4.0%
Opportunity Age (avg. # days) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 52 53 51 48 46 47 52 41 46 43 46 42
Current Fiscal Goal 45 45 45 45 45 45 45 45 45 45 45 45
Last Fiscal Actual 42 56 42 53 56 48 51 53 56 49 51 56
Total # Opportunities by Stage Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Prospecting 893 902 911 920 929 938 947 956 965 974 983 992
Qualification 783 789 795 801 807 813 819 825 831 837 843 849
Needs Analysis 284 293 302 311 320 329 338 347 356 365 374 383
Value Proposition 103 106 109 112 115 118 121 124 127 130 133 136
Proposal/Price Quote 59 63 67 71 75 79 83 87 91 95 99 103
Negotiation/Review 23 25 27 29 31 33 35 37 39 41 43 45
Return on Marketing Investment Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

3. Current Fiscal Actual 3.4% 2.9% 3.1% 2.3% 2.9% 3.4% 3.6% 2.9% 2.3% 1.9% 2.3% 3.4%
Current Fiscal Goal 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0%
Current Fiscal % Achieved 0.4% -0.1% 0.1% -0.7% -0.1% 0.4% 0.6% -0.1% -0.7% -1.1% -0.7% 0.4%
Last Fiscal Actual 2.9% 2.3% 2.2% 2.1% 2.5% 2.5% 2.6% 2.2% 2.7% 3.1% 3.2% 2.4%
# Stalled Opportunities (>30 days) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 34 32 29 28 31 27 24 29 32 29 23 25
Current Fiscal Goal 25 25 25 25 25 25 25 25 25 25 25 25
Last Fiscal Actual 29 31 28 34 39 43 45 48 43 38 39 32
Top Lead Sources & # New Leads Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Webcast Registrations 289 301 313 325 337 349 361 373 385 397 409 421
Call Center Conversions 485 491 497 503 509 515 521 527 533 539 545 551
Whitepaper Downloads 193 196 199 202 205 208 211 214 217 220 223 226
Free Trial on Website 49 53 57 61 65 69 73 77 81 85 89 93
Affiliate Channel Partners 41 43 47 50 53 56 59 62 65 68 71 74
Tradeshows 0 0 0 0 0 0 5 12 23 34 24 38
Customers Q1 Q2 Q3 Q4
Total Number of Customers Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 7659 7729 7799 7869 7939 8009 8079 8149 8219 8289 8359 8429
Current Fiscal Goal 7750 7850 7950 8050 8150 8250 8350 8450 8550 8650 8750 8850
Current Fiscal % Achieved 98.8% 98.5% 98.1% 97.8% 97.4% 97.1% 96.8% 96.4% 96.1% 95.8% 95.5% 95.2%
Last Fiscal Actual 6439 6548 6657 6766 6875 6984 7093 7202 7311 7420 7529 7638
Retention Rate (%) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 84.0% 82.0% 87.0% 76.0% 83.0% 91.0% 93.0% 85.0% 83.0% 84.3% 82.2% 81.9%
Current Fiscal Goal 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0% 85.0%
Current Fiscal % Achieved -1.0% -3.0% 2.0% -9.0% -2.0% 6.0% 8.0% 0.0% -2.0% -0.7% -2.8% -3.1%
Last Fiscal Actual 81.0% 78.0% 83.0% 86.0% 77.0% 92.0% 84.0% 81.0% 83.0% 78.0% 81.0% 78.0%

4. Expected Lifetime Value/Customer Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $51,034 $51,034 $51,034 $51,034 $51,034 $56,839 $56,839 $56,839 $56,839 $56,839 $56,839 $56,839
Current Fiscal Goal $56,000 $56,000 $56,000 $56,000 $56,000 $56,000 $57,000 $57,000 $57,000 $57,000 $57,000 $57,000
Last Fiscal Actual $48,000 $48,000 $48,000 $48,000 $48,000 $48,000 $48,000 $48,000 $48,000 $48,000 $48,000 $48,000
New Customers Acquired Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 119 126 122 110 94 102 112 138 128 121 143 135
Current Fiscal Goal 120 122 124 126 128 130 132 134 136 138 140 142
Current Fiscal % Achieved 99.2% 103.3% 98.4% 87.3% 73.4% 78.5% 84.8% 103.0% 94.1% 87.7% 102.1% 95.1%
Last Fiscal Actual 82 85 88 91 94 97 100 103 106 109 112 115
Average Profit Per Customer Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $2,834 $2,895 $2,956 $3,017 $3,078 $3,139 $3,200 $3,261 $3,322 $3,383 $3,444 $3,505
Current Fiscal Goal $3,000 $3,050 $3,100 $3,150 $3,200 $3,250 $3,300 $3,350 $3,400 $3,450 $3,500 $3,550
Last Fiscal Actual $2,394 $2,432 $2,470 $2,508 $2,546 $2,584 $2,622 $2,660 $2,698 $2,736 $2,774 $2,812
Customer Satisfaction Surveys Done Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 17 19 24 22 87 76 105 12 16 13 11 9
Current Fiscal Goal 15 15 15 15 100 100 100 15 15 15 15 15
Last Fiscal Actual 12 13 11 16 46 49 51 16 12 11 9 3
Brand, Adv, PR Q1 Q2 Q3 Q4
Net Promoter Score (%) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 72.0% 72.0% 72.0% 74.0% 74.0% 74.0% 74.0% 74.0% 77.0% 77.0% 77.0% 77.0%
Current Fiscal Goal 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0%
Last Fiscal Actual 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 72.0% 72.0% 72.0%
Total Ad Impressions & Media Hits Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 248593 248904 249215 249526 249837 250148 279304 283940 288576 293212 297848 302484
Current Fiscal Goal 250000 250000 250000 250000 250000 250000 300000 300000 300000 300000 300000 300000
Last Fiscal Actual 138493 147305 156117 164929 173741 182553 191365 200177 208989 217801 226613 235425

5. Cost Per Ad Impression/Media Hit Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $0.05 $0.05 $0.07 $0.07 $0.05 $0.05 $0.04 $0.05 $0.07 $0.06 $0.05 $0.05
Current Fiscal Goal $0.05 $0.05 $0.05 $0.05 $0.05 $0.05 $0.05 $0.05 $0.05 $0.05 $0.05 $0.05
Last Fiscal Actual $0.06 $0.06 $0.06 $0.06 $0.06 $0.06 $0.06 $0.06 $0.06 $0.06 $0.06 $0.06
Total Media Value (Ad & PR) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $13,134 $13,184 $13,234 $13,284 $13,334 $13,384 $13,434 $13,484 $13,534 $13,584 $13,634 $13,684
Current Fiscal Goal $15,000 $15,000 $15,000 $15,000 $15,000 $15,000 $15,000 $15,000 $15,000 $15,000 $15,000 $15,000
Last Fiscal Actual $12,934 $12,949 $12,964 $12,979 $12,994 $13,009 $13,024 $13,039 $13,054 $13,069 $13,084 $13,099
Ad Value Equivalent from PR Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $2,495 $2,594 $2,693 $2,792 $2,894 $2,894 $2,894 $2,894 $2,894 $2,894 $2,894 $2,894
Current Fiscal Goal $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000
Last Fiscal Actual $0 $0 $0 $0 $0 $0 $0 $0 $567 $756 $345 $2,394
Ad Spend/Total Media Value Ratio Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 92.0% 90.0% 87.0% 88.0% 84.0% 82.0% 79.0% 77.0% 83.0% 75.0% 83.0% 74.0%
Current Fiscal Goal 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0% 80.0%
Last Fiscal Actual 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 93.0% 95.0% 93.0% 91.0%
Impressions by Campaign Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Campaign #1 - Google AdWords 203040 203294 203548 203802 204056 204310 204564 204818 205072 205326 205580 205834
Campaign #2 - Association Banner 23940 24953 25966 26979 27992 29005 30018 31031 32044 33057 34070 35083
Campaign #3 - Outdoor Bus Shelter 19039 20940 22841 24742 26643 28544 30445 32346 34247 36148 38049 39950
Analyst Firm Mentions Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 16 14 23 18 16 22 19 23 12 19 23 26
Current Fiscal Goal 20 20 20 20 20 20 20 20 20 20 20 20
Last Fiscal Actual 0 0 0 0 0 0 0 1 2 4 8 18
Events & Tradeshows Q1 Q2 Q3 Q4
Total Online Events Hosted Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

6. Current Fiscal Actual 4 4 4 4 4 4 6 6 6 8 8 8
Current Fiscal Goal 4 4 4 4 4 4 8 8 8 8 8 8
Last Fiscal Actual 0 0 0 0 0 0 0 0 0 0 2 4
Total Tradeshows Attended Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 1 2 0 3 2 4 2 4 4 3 1 1
Current Fiscal Goal 1 2 0 3 2 4 2 4 5 3 2 1
Last Fiscal Actual 0 0 0 0 0 1 0 2 1 1 2 1
Key Note Speeches & Webinars Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 1 2 1 3 0 0 1 2 1 3 2 1
Current Fiscal Goal 2 2 2 2 2 2 2 2 2 2 2 2
Last Fiscal Actual 1 0 0 0 0 0 0 0 0 0 0 0
Total Event Attendees Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 83 89 104 139 293 302 311 320 329 338 347 356
Current Fiscal Goal 100 100 100 100 100 250 250 250 250 250 250 250
Last Fiscal Actual 0 0 0 0 0 23 0 35 22 11 14 19
Total Leads by Event Type Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Event Type #1 - Online Webinars 6 13 26 29 39 45 49 54 67 54 68 52
Event Type #2 - Tradeshows 2 3 0 23 15 29 21 34 35 27 35 31
Event Type #3 - Industry Conference 0 0 0 46 0 0 0 0 0 36 0 0
Opportunities Won ($) by Event Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Event #1 - Vegas Tradeshow $0 $0 $0 $0 $0 $24,930 $28,930 $12,930 $8,593 $8,950 $0 $0
Event #2 - Toronto Tradeshow $0 $6,493 $4,305 $6,043 $0 $0 $0 $0 $0 $0 $0 $0
Event #3 - Seattle Tradeshow $0 $0 $0 $0 $0 $0 $0 $3,849 $6,940 $0 $0 $0
Direct Marketing Q1 Q2 Q3 Q4
# Contacts in Database Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 6789 6801 6813 6825 6837 6902 6967 7032 7097 7162 7227 7292

7. Current Fiscal Goal 6800 6850 6900 6950 7000 7050 7100 7150 7200 7250 7300 7350
Last Fiscal Actual 6434 6439 6495 6517 6548 6578 6609 6639 6670 6700 6731 6761
Email Open-Rates by Campaign Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Drip Campaign #1 12.0% 13.2% 11.5% 21.3% 18.4% 18.3% 17.9% 21.4% 9.3% 8.5% 17.4% 18.5%
Drip Campaign #2 9.3% 9.5% 9.7% 9.9% 10.1% 10.3% 10.5% 10.7% 10.9% 11.1% 11.3% 11.5%
Drip Campaign #3 8.2% 8.3% 8.4% 8.5% 8.6% 8.7% 8.8% 8.9% 9.0% 9.1% 9.2% 9.3%
Email Click-Thru Rate by Campaign Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Drip Campaign #1 2.8% 2.5% 2.2% 2.9% 3.4% 4.2% 2.4% 5.4% 3.5% 3.2% 4.3% 2.1%
Drip Campaign #2 1.9% 2.3% 2.2% 2.6% 2.5% 1.8% 1.4% 1.9% 2.1% 2.2% 2.8% 2.5%
Drip Campaign #3 1.4% 1.6% 1.8% 1.4% 1.5% 1.9% 0.9% 0.7% 1.2% 1.5% 1.5% 1.6%
# Calls to Direct Mail 1-800 Number Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 85 87 89 91 93 95 97 99 101 103 105 107
Current Fiscal Goal 100 100 100 100 100 100 100 100 100 100 100 100
Last Fiscal Actual 23 29 35 41 47 53 59 65 71 77 83 89
Call Center Lead Conversion Rate Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 14.1% 14.3% 14.4% 14.6% 14.7% 14.9% 15.0% 15.2% 15.3% 15.5% 15.6% 15.8%
Current Fiscal Goal 15.0% 15.0% 15.0% 15.0% 15.0% 15.0% 15.0% 15.0% 15.0% 15.0% 15.0% 15.0%
Last Fiscal Actual 11.3% 11.5% 11.8% 12.0% 12.3% 12.5% 12.8% 13.0% 13.3% 13.5% 13.8% 14.0%
Total Leads Acquired from Direct Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 923 929 935 941 947 967 987 1307 1627 1947 2267 2587
Current Fiscal Goal 1000 1000 1000 1000 1000 1000 1250 1500 1750 2000 2250 2500
Last Fiscal Actual 839 845 851 857 863 869 875 881 887 893 899 905
Website & Online Marketing Q1 Q2 Q3 Q4
Total Unique Visitors Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 24030 24895 25760 26625 27490 28355 29220 30085 30950 31815 32680 33545
Current Fiscal Goal 25000 25000 25000 25000 25000 25000 30000 30000 30000 30000 30000 30000

8. Last Fiscal Actual 12930 13944 14958 15972 16986 18000 19014 20028 21042 22056 23070 24084
Total Pageviews Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 72439 73489 74539 75589 76639 77689 78739 79789 80839 81889 82939 83989
Current Fiscal Goal 75000 75000 75000 80000 80000 80000 85000 85000 85000 90000 90000 90000
Last Fiscal Actual 24950 26930 28910 30890 32870 34850 36830 38810 40790 45770 55750 65730
Average Pageviews/Visitor Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 4 4 4 4 4 4 5 5 5 5 5 5
Current Fiscal Goal 5 5 5 6 6 6 7 7 7 7 7 7
Last Fiscal Actual 2 2 2 2 2 3 3 3 3 3 3 3
Average Time of Visitor Session (Min) Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 3 3 3 4 4 4 4 4 4 4 4 4
Current Fiscal Goal 4 4 4 4 4 4 4 4 4 5 5 5
Last Fiscal Actual 0 0 0 0 0 0 0 0 1 2 2 3
Total Newsletter Subscribers Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 903 989 1075 1161 1247 1333 1419 1505 1591 1677 1763 1849
Current Fiscal Goal 1000 1100 1200 1300 1400 1500 1600 1700 1800 1900 2000 2100
Last Fiscal Actual 349 359 405 451 497 543 589 635 681 727 773 819
# Premium Content Views Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 478 512 546 580 614 648 682 716 750 784 818 852
Current Fiscal Goal 500 500 500 500 500 500 750 750 750 750 750 750
Last Fiscal Actual 230 247 264 281 298 315 332 349 366 383 400 417
Top Website Pages & # Views Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
#1 - "About Us" Page 43920 44392 44864 45336 45808 46280 46752 47224 47696 48168 48640 49112
#2 - "Solutions" Page 27349 28750 30151 31552 32953 34354 35755 37156 38557 39958 41359 42760
#3 - "Test Drive" Page 13204 14950 16696 18442 19188 19934 20680 21426 22172 22918 23664 24410
Top Keywords & # Search Hits Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

9. #1 - Keyword Name 458 463 468 473 478 483 488 493 498 503 508 513
#2 - Keyword Name 284 289 294 299 304 309 314 319 324 329 334 339
#3 - Keyword Name 109 114 119 124 129 134 139 144 149 154 159 164
Top Referring Sites & # Referrals Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
#1 - Referral Site 1340 1429 1518 1607 1696 1785 1874 1963 2052 2141 2230 2319
#2 - Referral Site 980 984 994 1004 1014 1024 1034 1044 1054 1064 1074 1084
#3 - Referral Site 348 387 426 465 504 543 582 621 660 699 738 777
Collateral Q1 Q2 Q3 Q4
Total Collateral Created/Updated Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 2 2 2 2 2 2 2 2 2 2 2 2
Current Fiscal Goal 2 2 2 2 2 2 2 2 2 2 2 2
Last Fiscal Actual 1 2 2 0 3 2 4 0 0 1 2 3
Total Proposals Created/Approved Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 54 58 47 42 51 61 64 67 53 55 59 67
Current Fiscal Goal 50 50 50 50 50 60 60 60 60 70 70 70
Last Fiscal Actual 24 27 30 33 36 39 42 44 46 48 50 52
Total Collateral Downloads by Sales Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 104 102 96 97 94 91 88 91 93 99 104 112
Current Fiscal Goal 100 100 100 100 100 100 100 100 100 100 100 100
Last Fiscal Actual 23 31 39 47 55 63 68 73 78 83 88 93
Channel Q1 Q2 Q3 Q4
Total # Channel Partners Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 4 5 6 6 6 7 8 10 10 10 10 10
Current Fiscal Goal 5 5 5 7 7 7 10 10 10 10 10 10
Last Fiscal Actual 1 1 1 2 2 2 2 2 3 3 4 4

10. Total Channel Parnter Revenues Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $14,389 $15,389 $16,389 $17,389 $18,389 $19,389 $20,389 $21,389 $22,389 $23,389 $24,389 $25,389
Current Fiscal Goal $15,000 $16,500 $18,000 $19,500 $21,000 $22,500 $24,000 $25,500 $27,000 $28,500 $30,000 $31,500
Last Fiscal Actual $3,540 $3,748 $6,384 $7,204 $8,024 $8,844 $9,664 $10,484 $11,304 $12,124 $12,944 $13,764
Total Channel Parnter Leads Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 41 45 49 53 57 68 79 90 95 100 105 110
Current Fiscal Goal 50 50 50 50 75 75 75 75 100 100 100 100
Last Fiscal Actual 12 13 15 16 18 19 21 22 24 28 32 36
Pricing & Discounts Q1 Q2 Q3 Q4
# Sales with Discounts Given Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 23 21 24 17 19 31 25 21 18 15 19 22
Current Fiscal Goal 20 20 20 20 20 20 20 20 20 20 20 20
Last Fiscal Actual 98 95 84 78 71 64 57 50 43 36 29 22
Average % of Discount Given Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual 18.0% 17.5% 17.0% 16.5% 16.0% 15.5% 15.0% 14.5% 14.0% 13.5% 13.0% 12.5%
Current Fiscal Goal 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0%
Last Fiscal Actual 12.0% 14.0% 16.0% 11.0% 13.0% 22.0% 14.0% 16.0% 18.0% 35.0% 16.0% 22.0%
Total Revenue Discounted Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Current Fiscal Actual $34,596 $32,945 $31,945 $30,511 $29,186 $27,860 $26,535 $25,209 $23,884 $22,558 $21,233 $19,907
Current Fiscal Goal $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000
Last Fiscal Actual $28,945 $29,485 $30,025 $30,565 $31,105 $31,645 $32,185 $32,725 $33,265 $33,805 $34,345 $34,885

11. Customer Base Value Total Revenue ($)
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
$3,000,000 $700,000 Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
$2,500,000 $600,000
$2,000,000 $500,000
$400,000
$1,500,000
$300,000
$1,000,000
$200,000
$500,000
$100,000
$0 $0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Expected Sales by Close Month Total Opportunities ($)
Current Fiscal Actual Current Fiscal Goal Last Fiscal Actual $2,500,000 Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
$700,000
$600,000 $2,000,000
$500,000
$1,500,000
$400,000
$300,000 $1,000,000
$200,000 $500,000
$100,000
$0
$0 Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Cost per Sale ($) Cost per Opportunity ($)
Current Fiscal Actual Current Fiscal Goal Last Fiscal Actual
$14,000 Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal $700
$12,000 $600
$10,000 $500
$8,000 $400
$6,000 $300
$4,000 $200
$2,000 $100
$0 $0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

12. Budget/Total Revenue Ratio (%) Opportunity Age (ave. # days)
8% Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
60
7%
50
6%
40 Current Fiscal Actual
5%
4% Last Fiscal Actual
30
3% Current Fiscal Goal
20
2%
1% 10
0% 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Total # Opportunities by Stage Return on Marketing Investment
Prospecting Qualification Needs Analysis
3000 4%
Value Proposition Proposal/Price Quote Negotiation/Review
2500 4%
3%
2000 Current Fiscal Actual
3%
1500 Last Fiscal Actual
2%
2% Current Fiscal Goal
1000
1%
500
1%
0 0%
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
# of Stalled Opportunities (>30 days) Top Lead Sources & New Leads
Webcast Registrations Call Center Conversions Whitepaper Downloads
1600
60 Free Trial on Website Affiliate Channel Partners Tradeshows
1400
50 1200
Current Fiscal Actual
40 1000
Last Fiscal Actual 800
30
Current Fiscal Goal 600
20
400
10 200
0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

13. Total Number of Customers Retention Rate (%)
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
10000 Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
9000 100%
90%
8000
80%
7000
70%
6000 60%
5000 50%
4000 40%
3000 30%
2000 20%
1000 10%
0 0%
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Expected Lifetime Value/Customers New Customers Acquired
58000 160
56000 140
54000 120
Current Fiscal Actual Current Fiscal Actual
52000 100
Last Fiscal Actual Last Fiscal Actual
50000 80
Current Fiscal Goal 60
Current Fiscal Goal
48000
46000 40
44000 20
0
42000
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Average Profit per Customer Customer Satisfaction Surveys Done
$4,000 120
$3,500 100
$3,000
Current Fiscal Actual 80 Current Fiscal Actual
$2,500
Last Fiscal Actual Last Fiscal Actual
$2,000 60
Current Fiscal Goal Current Fiscal Goal
$1,500
40
$1,000
20
$500
$0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

14. Net Promoter Score (%) Impressions by Campaign
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
90% 300000
80%
250000
70%
60% 200000
50%
150000
40%
30% 100000
20%
50000
10%
0% 0 Campaign #1 - Google AdWords Campaign #2 - Association Banner
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Campaign #3 - Outdoor Bus Shelter
Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Cost per Ad Impression/Media Hit Total Media Value (Ad & PR)
$0.08
$15,500
$0.07
$15,000
$0.06
$14,500
Current Fiscal Actual Current Fiscal Actual
$0.05 $14,000
Last Fiscal Actual Current Fiscal Goal
$0.04 $13,500
Current Fiscal Goal Last Fiscal Actual
$0.03 $13,000
$0.02 $12,500
$0.01 $12,000
$11,500
$0.00
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Ad Value Equivalent from PR Ad Spend/Total Media Value Ratio
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
$3,500 120%
$3,000
100%
$2,500
80% Current Fiscal Actual
$2,000
Last Fiscal Actual
60%
$1,500 Current Fiscal Goal
$1,000 40%
$500 20%

15. $500 20%
$0 0%
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Total Ad Impression & Media Hits Analyst Firm Mentions
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
350000 30
300000
25
250000
20 Current Fiscal Actual
200000
Last Fiscal Actual
15
150000 Current Fiscal Goal
100000 10
50000 5
0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

16. Total Leads by Event Type Total Tradeshows Attended
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
6
140
120 5
100 4
80 3
60
2
40
1
20
0 Event Type #1 - Online Webinars Event Type #2 - Tradeshows 0
Jan Feb Mar Apr May Jun
Event Type #3 - Industry Conference Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Key Note Speeches & Webinars Opportunities Won ($) by Event
3.5 $35,000
3 $30,000
2.5 Current Fiscal Actual $25,000
2 Last Fiscal Actual $20,000
1.5 Current Fiscal Goal $15,000
1 $10,000
0.5 $5,000
0 $0 Event #1 - Vegas Tradeshow Event #2 - Toronto Tradeshow
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb #3 - Seattle Tradeshow Jun
Event Mar Apr May Jul Aug Sept Oct Nov Dec
Total Online Events Hosted Total Event Attendees
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
400
9
350
8
7 300
Current Fiscal Actual
6 250
5 Last Fiscal Actual 200
4 Current Fiscal Goal 150
3
100
2
1 50
0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

17. # Contacts in Database Email Open-Rate by Campaign
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal Drip Campaign #1 Drip Campaign #2 Drip Campaign #3
$7,600 25%
$7,400
$7,200 20%
$7,000
$6,800 15%
$6,600
10%
$6,400
$6,200 5%
$6,000
$5,800 0%
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Email Click-thru Rate by Campaign # Call to Direct Mail 1-800 Number
6% 12000%
5% 10000%
4% Drip Campaign #1 8000% Current Fiscal Actual
Drip Campaign #2 Last Fiscal Actual
3% 6000%
Drip Campaign #3 Current Fiscal Goal
2% 4000%
1% 2000%
0% 0%
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Call Center Lead Conversion Rate Total Leads Acquired from Direct
18% 3,000 Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
16%
2,500
14%
12% Current Fiscal Actual 2,000
10% Last Fiscal Actual 1,500
8% Current Fiscal Goal
6% 1,000
4% 500
2%
0% 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

18. Total Unique Visitors Total Pageviews
40,000 Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal 100000
35,000 90000
80000
30,000
70000
25,000 Current Fiscal Actual
60000
20,000 50000 Current Fiscal Goal
15,000 40000 Last Fiscal Actual
30000
10,000
20000
5,000 10000
0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Average Pageviews/Visitor Average Time of Visitor Session (Min)
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
8 5
7 4.5
6 4
3.5 Current Fiscal Actual
5
3
4 Last Fiscal Actual
2.5
3 2 Current Fiscal Goal
1.5
2
1
1 0.5
0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Total Newsletter Subscribers # Premium Content Views
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
900
2,500
800
2,000 700
Current Fiscal Actual 600
1,500 500
Last Fiscal Actual
400
1,000 Current Fiscal Goal
300
200
500

19. 200
500
100
0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Top Website Pages & # of Views Top Referring Sities & # Referrals
60,000 #1 - "About Us" Page #2 - "Solutions" Page #3 - "Test Drive" Page 4500
4000
50,000
3500
40,000 3000
2500
30,000
2000
20,000 1500
10,000 1000
500
0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb - Referral Apr
#1 Mar Site May - Referral Site
#2 Jun Jul Aug Referral Site
#3 - Sept Oct Nov Dec
Top Keywords & # Search Hits
#1 - Keyword Name #2 - Keyword Name #3 - Keyword Name
600
500
400
300
200
100
0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

20. Total Collateral Created/Updated Total Proposals Created/Approved
4.5 80
4.0 70
3.5
60
3.0 Current Fiscal Actual Current Fiscal Actual
50
2.5 Last Fiscal Actual Last Fiscal Actual
40
2.0 Current Fiscal Goal Current Fiscal Goal
1.5 30
1.0 20
0.5 10
0.0 0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Total Collateral Downloaded by Sales
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
120
100
80
60
40
20
0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

21. Total # Channel Partners Total Channel Partner Revenues
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
12 $35,000
10 $30,000
8 $25,000 Current Fiscal Actual
$20,000 Last Fiscal Actual
6
$15,000 Current Fiscal Goal
4
$10,000
2 $5,000
0 $0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Total Channel Partner Leads
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
120
100
80
60
40
20
0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

22. # Sales with Discounts Given Average % of Discount Given
40% Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
120
35%
100 30%
Current Fiscal Actual 25%
80
Last Fiscal Actual 20%
60
Current Fiscal Goal 15%
40
10%
20 5%
0
0%
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Total Revenue Discounted
Current Fiscal Actual Last Fiscal Actual Current Fiscal Goal
$40,000
$35,000
$30,000
$25,000
$20,000
$15,000
$10,000
$5,000
$0
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec