--000000000000c6399806253acfd7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I've updated the slides to be shareable to all employees with "Commenter" mode. This way your team is able to tag people in comments if they'd like to. Thanks, Sarah On Thu, Oct 24, 2024 at 8:18=E2=80=AFAM Timothy Thomas wrot= e: > Hi Sarah, > > Is it possible to make the slides shareable so I can distribute them to m= y > GMs? > > On Wed, Oct 23, 2024 at 8:02=E2=80=AFPM Sarah Powers = wrote: > >> Hi All, >> >> In preparation for the Growth WBR tomorrow, below is a link to the draft >> presentation deck that will help guide the conversation. The deck has da= ta >> slides with insights added, updated for the most recent week (10/14 thro= ugh >> 10/20). There are a few updates we will be making throughout the day >> tomorrow. Please feel free to tag me in the slides if you have any >> questions or would like us to follow up on any data items. As a reminder= , >> 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 =3D # of leads created in the week >> % LT Leads =3D % of leads created in the week that are intended Tier 1 a= nd >> 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 >> Tier 1 and Tier 2 >> >> *Stale Prospective Client Stack* - Leads and Opportunities lacking >> follow up items Dashboard link in Salesforce here >> >> >> Stale Leads =3D # of leads created in week that are Open >> Stale Opportunities =3D # of opportunities created in week that have an >> open status but do not have a future scheduled task >> Closed Won - Not Yet Started =3D # of opportunities that were closed in = the >> last 90 days that are in the status "Closed Won - Not Started" >> >> *Client Retention Stack* - how well are we retaining our clients (> 30 >> days) >> >> SOC =3D starts from 4 weeks from review week >> Intended LT =3D from the starts from 4 weeks ago, the # that ended up a = LT >> client that were also stated to be LT >> Unintended LT =3D # of the starts from 4 weeks ago that intended to be S= T >> but turned out to be LT >> Intended ST =3D # of the starts from 4 weeks ago that intended to be ST = and >> turned out to be ST >> Unintended ST =3D # of the starts from 4 weeks ago that did not intended= to >> be ST but turned out to be ST >> >> *Revenue Stack* -