PEOPLE PROFIT CHAIN KPI 1

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LEADERSHIP TALENT MARKET

Green marketing is a practice whereby Green marketing is a practice whereby Green marketing is a practice whereby
companies seek to go above and beyond. companies seek to go above and beyond. companies seek to go above and beyond.

STRATEGY CULTURE
Green marketing is a practice whereby Green marketing is a practice whereby
companies seek to go above and beyond. companies seek to go above and beyond.
 INCORRECT STOCK SIZE KPI
14%
% ITEMS WITH
INCORRECT STOCK
BALANCES
Green marketing is a practice whereby
companies seek to go above and beyond
traditional marketing values by promoting
environmental core values.
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54%
SIZE OF SAFETY STOCK
Green marketing is a practice whereby
companies seek to go above and beyond
traditional marketing values by promoting
environmental core values.
2
63%
% OF SAFETY STOCK
USED
Green marketing is a practice whereby
companies seek to go above and beyond
traditional marketing values by promoting
environmental core values.
 EDUCATION & RESEARCH KPI 3

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HIGH SCHOOL DEGREE ATTAINMENT MATH PROFICIENCY BY STATE

15 5
4.5
4
12
3.5
3
9 2.5
2
6 1.5
1
3 0.5
0
Below Basic At/Above Basic At/Above Proficient At/Above
0 Advanced
Jan Feb Mar Apr May Jun Jul Aug Sep

READING PROFICIENCY BY STATE COLLEGE DEGREE ATTAINMENT

5 15
4.5
4
12
3.5
3
2.5 9
2
1.5 6
1
0.5 3
0
Below Basic At/Above Basic At/Above Proficient At/Above
Advanced 0
Jan Feb Mar Apr May Jun Jul Aug Sep
 FINANCIAL MANAGEMENT KPI 4

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WORKING CAPITAL
5
4 4.3 4.5 4.4 4.4
3 3.5
2.8 2.8
2 2.5 2.4 2.4
1.8 1.8
1
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

WORKING CAPITAL DAYS SALES OUTSTANDING

5
4 4.3 4.4 4.5 4.4 4.4 4.3 4.4 4.5 4.4
3 3.5 3.5
2 2.4 2.5 2.8
2.4 2.4
2.8 2.5
2.4
2.8 46
1.8 1.8 1.8 1.8
1
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

ACCOUNT RECEIVABLE DAYS PAYABLE OUTSTANDING

5
4 4.3 4.5
3 3.5
2 2.5 2.4
13
1
0
Not Due < 30 Days < 60 Days < 90 Days > 90 Days
 SALES TARGET KPI 5

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SALES VOLUME BY CATEGORY LAST MONTH COMPARISON

Product 01 Product 02 Product 03

Product 04

LAST MONTH THIS MONTH

SALES VOLUME $50% SALES VOLUME $75%

SALES VOLUME BY CATEGORY MONTHLY SALES VOLUME

90
Week 4
75

60 Week 3
45
Week 2
30

15 Week 1
0
Week 1 Week 2 Week 3 Week 4 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
 MEDIA KPI DEVELOPMENT 6

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KPI SALES & MARKETING PROCESS BUYER’S JOURNEY

Green marketing is a practice whereby

Visitors
companies seek to go above. Awareness

Green marketing is a practice whereby

Leads
companies seek to go above.

Consideration

Green marketing is a practice whereby

Marketing Qualified Leads
companies seek to go above.

Green marketing is a practice whereby Decision

Sales Qualified Leads
companies seek to go above.
 AUDIT KPI DASHBOARD 7

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SUMMARY OF OBSERVATION AUDIT OBSERVATION SUMMARY

Unsatisfactory

Needs Significant Improvement

Needs Some Improvement

Satisfactory

0 1 2 3 4 5 6 7 8

RESULT OF COMPLETED RISK RATING OF PLANNED

PLANNED AUDITS STATUS AUDITS AUDITS

15% Unsatisfactory
Completed
36% Needs 36% High Medium
38% Significant
45% 15% Improvement 45%
In Progress
Needs Some
Improvement Low
Not Started
18% 31% Satisfactory 18%
 SALES KPI DASHBOARD 8

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EARNED REVENUE Q1 OUTCASTS

Green marketing is a practice Green marketing is a practice
5
whereby companies seek to go whereby companies seek to go
4.5 Apr
4 above and beyond traditional above and beyond traditional
3.5 marketing by promoting marketing by promoting
3 Mar
2.5 environmental core values in the environmental core values in the
2 hope that consumers will hope that consumers will
1.5 Feb
1 associate these values with their associate these values with their
0.5 company or brand. 0% 20% 40% 60% 80% 100% company or brand.
0
Jan Feb Mar Apr Product A Product B

SOLD PRODUCTS Q1 SUCCESSFUL ADVERTS

Green marketing is a practice Green marketing is a practice
18
whereby companies seek to go whereby companies seek to go
16 Apr
above and beyond traditional 14 above and beyond traditional
12
marketing by promoting marketing by promoting
10 Mar
environmental core values in the 8 environmental core values in the
6
hope that consumers will hope that consumers will
4 Feb
associate these values with their 2 associate these values with their
0
company or brand. Product 1 Product 2 Product 3 company or brand. 0% 20% 40% 60% 80% 100%
Jan Feb Mar Apr Product A Product B
 CUSTOMER RETENTION KPI DASHBOARD 9

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RETAINED
Green marketing is a practice
whereby companies seek to go
above and beyond.

CONVERTED
Green marketing is a practice
whereby companies seek to go
above and beyond.

NEW
Green marketing is a practice
whereby companies seek to go
above and beyond.

ATTRIBUTION
Green marketing is a practice
whereby companies seek to go
above and beyond.
 BUSINESS KPI DASHBOARD 10

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CUSTOMER ACQUISITION COST (CAC) REVENUE

80 120

100

Thousands of Dollars
Thousands of Dollars

60
80

40 60 Last Period
Current Period
40
20
20

0 0
CAC CLV Jan Feb Mar

AVERAGE REVENUE PER CUSTOMER NUMBER OF NEW CUSTOMERS

120 120

100 100
Thousands of Dollars

80 80

Customers
60 Last Period 60 Last Period
Current Period Current Period
40 40

20 20

0 0
Jan Feb Mar Jan Feb Mar
 BAKING KPI DASHBOARD 11

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WEIGHTED AVERAGE DEPOSITS LOAN SPREAD WITH OUTSTANDING

60

North Region
32% 40 Interest
37%
East Region Income

West Region 20 Non-Interest

Income
11%
South Region
20% 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

LOAN BALANCE INCOME MIX, INTEREST VS FEE INCOME

350 600 6
300 500 5
250 Non-Interest
400 4
200 Income
Non-Interest
Income 300 3
150
200 2
100 Interest Interest
50 Income 100 1 Income
0 0 0
Jan Feb Mar Apr May Jun Jul Aug Jan Feb Mar Apr
 WAREHOUSE KPI DASHBOARD 12

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SALES COMPARISON SALES DISTRIBUTION

100

15% Product A
80 23%
Thousands of Dollars

Product B
60

Product C
40 12%
31%
Product D
20

19% Product E
0
Product A Product B Product C Product D Product E

Green marketing is a practice whereby companies seek to go above and Green marketing is a practice whereby companies seek to go above and
beyond traditional marketing by promoting environmental core values in the beyond traditional marketing by promoting environmental core values in the
hope that consumers will associate these values with their company. hope that consumers will associate these values with their company.
 KPI DASHBOARD 13

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18

15

OPERATIONS 12 PRODUCTS
Green marketing is a practice 9 Green marketing is a practice
whereby companies seek to go 6 whereby companies seek to go
above and beyond. above and beyond.
3

0
Jan Feb Mar Apr

5 6

5
4

REVENUE 3
4 MANUFACTURING
Green marketing is a practice 3 Green marketing is a practice
whereby companies seek to go 2 whereby companies seek to go
2
above and beyond. above and beyond.
1
1

0 0
Jan Feb Mar Apr Jan Feb Mar Apr
 CUSTOMER SERVICE KPI DASHBOARD 14

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1200
1000
GIFT SHOP SALES 800

Green marketing is a practice whereby companies seek to go above and 600

beyond traditional marketing by promoting environmental core values in 400

the hope that consumers will associate these values with their company or. 200
0
J F M A M J J A S O N D
12
10
8 INFORMATION DESK
6 Green marketing is a practice whereby companies seek to go above and
4 beyond traditional marketing by promoting environmental core values in
2 the hope that consumers will associate these values with their company or.
0
J F M A M J J A S O N D
1500

1200
CUSTOMER SERVICE REVENUE
900
Green marketing is a practice whereby companies seek to go above and
600
beyond traditional marketing by promoting environmental core values in
the hope that consumers will associate these values with their company or. 300

0
J F M A M J J A S O N D
 KPI TARGETS DASHBOARD 15

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18
May
15
PROJECTS Apr
CORRECTIVE
COMPLETED 12 ACTIONS
Mar 9
Green marketing is a practice Green marketing is a practice
whereby companies seek to go 6 whereby companies seek to go
Feb
above and beyond. above and beyond.
3
Jan
0
0 3 6 9 Jan Feb Mar Apr May Jun

14 8
12 7
10 6
STATUS 8 5 TOTAL SAVINGS
Green marketing is a practice 6 4 Green marketing is a practice
whereby companies seek to go 4 3 whereby companies seek to go
above and beyond. 2 2 above and beyond.

0 1
0
Jan Feb Mar Apr May Jun
 MARKETING KPI DASHBOARD 16

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12 18 8
May
7
10 15
Apr 6
8 12
5
6 Mar 9 4
3
4 Feb 6
2
2 3
Jan 1
0 0 0
Jan Feb Mar Apr May Jun 0 3 6 9 Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun

CUSTOMER LIFETIME INBOUND

SALES REVENUE
Green marketing is a practice
whereby companies seek to go
above and beyond traditional
marketing values by promoting.
COST PER LEAD
Green marketing is a practice
whereby companies seek to go
above and beyond traditional
marketing values by promoting.
VALUE
Green marketing is a practice
whereby companies seek to go
above and beyond traditional
marketing values by promoting.
MARKETING ROI
Green marketing is a practice
whereby companies seek to go
above and beyond traditional
marketing values by promoting.
 MARKETING KPI DASHBOARD 17

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12 18 8

7
10 15
6
8 12
5

6 9 4

3
4 6
2
2 3
1

0 0 0
Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun

SALES REVENUE
Green marketing is a practice whereby
companies seek to go above and beyond
traditional marketing values by promoting.
CUSTOMER LIFETIME
VALUE
Green marketing is a practice whereby
companies seek to go above and beyond
traditional marketing values by promoting.
INBOUND MARKETING ROI
Green marketing is a practice whereby
companies seek to go above and beyond
traditional marketing values by promoting.
 SUPPLIER COMPLIANCE KPI DASHBOARD 18

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8 TOP PARTNER SPENDING $4,566.00

804 32
SUPPLIERS UNLISTED
55 ELITE PARTNER SAVINGS $8,534.00

RATE OF CONTRACT COMPLIANCE AVERAGE PROCUREMENT CYCLE

7

Week 4
6

5
Product 1
Week 3
4

Product 2
3
Week 2
2 Product 3

1
Week 1
0
Jan
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
 CAMPAIGN OPTIMIZATION KPI DASHBOARD 19

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RATE OF CONTRACT COST-TO-INTERACTION OPTIMIZATION BY LEADSCORING

COMPLIANCE 6

Week 4 5

4
Week 3
3
Week 2
2

Week 1 1

0 20 40 60 80 0 0 0
1 0 1 2 3 4 5 6 7 8

TOP CAMPAIGNS LEADS CONVERTED VS. COST TREND

300 Non-Interest Income Interest Income
250 400 16%
350 14%
200
300 12%
150
250 10%
100 200 8%
50 150 6%
0 100 4%
50 2%
0 0%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan
 KPI DASHBOARD 20

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New Leads This Month Revenue This Month Quoted > Invoiced Planned vs. Actual Time New Projects This Month Outstanding Invoices

4 QUOTES 11.5 K 7.7% 96.3% 6 PROJECTS 96.3%

ACTIVE BUDGET REVENUE 2019 VS. 2020

PERIOD ACTUAL BUDGET STATUS DIFFERENCE 8

Jan 30,988 88,000 56% -123,987 7

Q1 45,000 23,000 25% -45,785 6
2020 128,900 56,000 12% -234,765 5
4

TEAM HOURS BY ACTIVITIES 3

2

11% 1
26% 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

21%
TEAM HOURS LOGGED THIS WEEK
Archie Luna Catherine Peterson
16%
Benjamin Howard Matthew Collins
18%
8% Dennis James Pamela Stewart

Patrick Henderson Sean Lewis