--00000000000071a9ee0624c3c101 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, The WBR deck with today's actions is located in the calendar invite so you always know where to reference it. For digging into the details behind the Client Retention Stack, the new Cli= ent Segment Mix Dashboard will have the specific clients with their reasons for discharge, stated intention, and actual intention. Here are some simple steps to filter specifically for this week's list: 1. Filter the "Service Start Date" filter to range from 9/9/24-9/15/2024 2. Filter the "Region" and/or "Site" for your region or specific site you want to dive into 3. Scroll to the "Client Detail List" to view the specific client details. If you want to refine this further, you can select the number of clients you want to see in the "Accuracy Counts" table at the top of the page. For example, if there are 2 clients Stated Tier 1 but actualized as Tier 4, select the "2" for the client detail list to display just those 2 clients. Please reach out with any questions! Thanks, Sarah On Thu, Oct 17, 2024 at 8:01=E2=80=AFAM Sarah Powers w= rote: > Good morning everyone, > > In preparation for the Growth WBR later today, below is a link to the > draft presentation deck that will help guide the conversation. The deck h= as > data slides updated for the most recent week (10/7 through 10/13) and > includes some insights we have added to help drive the conversations. The > deck is shared in "Commenter" mode, which will allow you to add comments. > Please feel free to tag me in your comments if you have any questions or > would like us to follow up on any data items. Below is an outline of the > deck and definitions of the metrics. > > East Growth Metrics WBR > > > *Slides and Definitions:* > *Actions from Last Wee*k - this will include action items to review from > the prior week (blank for this first week) > *Division Summary *- Funnel metrics for the region trended (From Growth P= illar > Dashboard) > *Prospective Client Acquisition Stack* - site level R&S with funnel > metrics > > Lead =3D # of leads created in the week > % LT Leads =3D % of leads created in the week that are intended Tier 1 an= d > Tier 2 > Opportunities =3D # of opportunities created in the week > % LT Opportunities =3D % of opportunities created in the week that are > intended Tier 1 and Tier 2 > AX Completed =3D # of assessments completed in the week > SOC =3D # of client starts in the week > % LT Intention SOC =3D % of client starts in the week that are intended T= ier > 1 and Tier 2 > > *Stale Prospective Client Stack* - Leads and Opportunities lacking follow > up items > > Stale Leads =3D # of leads created in week that are Open > % of Total Leads =3D # of stale leads in week / # of total leads created = in > week > Stale Opportunities =3D # of opportunities created in week that have an o= pen > status but do not have a future scheduled task > % of Total Opps =3D # of stale o