East Growth WBR Deck - Review Week 10/7/24

From
Sarah Powers <spowers@thekey.com>
To
Ashley Mirone <amirone@thekey.com>, Analissa Sanchez <analissa.sanchez@thekey.com>, Audra Williams <audraw@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Christopher Reese <christopher.reese@thekey.com>, Cristal Munoz <cmunoz@thekey.com>, Denny Roebel <denny.roebel@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, Earl Blair <earl.blair@thekey.com>, John Champagne <john.champagne@thekey.com>, Julia Jenkins <jujenkins@thekey.com>, Kevin Parker <kevin.parker@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Timothy Thomas <tt@thekey.com>, Rique Reyna <yuniel.reyna@thekey.com>
Date
Thu, 17 Oct 2024 08:01:43 -0700
Folder
INBOX
--000000000000a67d390624ad7772 Content-Type: text/plain; charset="UTF-8" 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 has 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 Pillar Dashboard) *Prospective Client Acquisition Stack* - site level R&S with funnel metrics Lead = # of leads created in the week % LT Leads = % of leads created in the week that are intended Tier 1 and Tier 2 Opportunities = # of opportunities created in the week % LT Opportunities = % of opportunities created in the week that are intended Tier 1 and Tier 2 AX Completed = # of assessments completed in the week SOC = # of client starts in the week % LT Intention SOC = % of client starts in the week that are intended Tier 1 and Tier 2 *Stale Prospective Client Stack* - Leads and Opportunities lacking follow up items Stale Leads = # of leads created in week that are Open % of Total Leads = # of stale leads in week / # of total leads created in week Stale Opportunities = # of opportunities created in week that have an open status but do not have a future scheduled task % of Total Opps = # of stale opps in weeks / # of total opps created in week *Client Retention Stack* - how well are we retaining our clients (> 30 days) SOC = starts from 4 weeks from review week Intended LT = from the starts from 4 weeks ago, the # that ended up a LT client that were also stated to be LT Unintended LT = # of the starts from 4 weeks ago that intended to be ST but turned out to be LT Intended ST = # of the starts from 4 weeks ago that intended to be ST and turned out to be ST Unintended ST = # of the starts from 4 weeks ago that did not intended to be ST but turned out to be ST *Revenue Stack* - revenue and other related metrics Revenue = shift revenue generated in week New Client Revenue = shift revenue generated in week from starts in the last 30 days Census = count of unique clients with a billed shift in week Client Rate - New Client = Effective bill rate (revenue/hours) for clients with their first shift in the last 30 days Client Rate - Census = Effective bill rate (revenue/hours) for clients with their first shift more than 30 days ago Median Hrs per Client = Weekly median hours per client in week MEP = Month End Projection. Based on revenue generated in month thus far and how many days are left

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