Reporting Month KPIs
Director-level performance against targets and prior period.
Revenue MTD
$487K
MoM ▲ +14% · above $470K target
Rev YTD: $1.94M (▲ 19%)
EOY Pace
$5.94M
Tracking 96% of $6.2M target
$260K gap · 8 months remaining
DEFCON
2
ELEVATED · 7 flags lit
3 critical · 4 watch · system OK
Smith Queue
5
Awaiting your approval · $8.4K impact today
12 in flight · 28 done today
Analysis against targets
Where the money is moving and what Smith is acting on.
(Click any row to drill in)
Revenue MTD vs target by zone
Above and below target
Top 5 customers · revenue YTD
Current vs prior year
Account · A+62%
$98K$60K
Account · B+44%
$74K$51K
Account · C+25%
$52K$42K
Account · D−18%
$31K$38K
Account · E−9%
$27K$30K
Smith’s priority actions today
5 awaiting approval · drill to send
Tariff alert · Korea (PO lock)$6.2K save
Win-back email · Account · A$3.2K LTV
Margin review · Brake PadsPricing call
Win-back · Account · C$2.1K
Vessel ETA notify · 3 customersSent
Additional plugins (data-driven)