KPI-CLI-001
Qualified leads
Is demand producing accepted opportunities?
36Target 40
Trend+3
EvidenceHealthyDemonstration data
OwnerMarketing Lead
Review channel quality, routing, and intake rejection reasons.
Company control center
Command Center
Decisions, exceptions, and evidence requiring attention now.
Portfolio stateWatch3 decisions require attention
Decision neededEvidence freshness
Response time evidence is stale.
Booking performance may be changing without reliable response-time evidence. Do not infer a cause until routing and telephony records reconcile.
Priority queue
Work that can change an outcome
WRK-003Missed-call recovery routingCRM & Automation · Marcus LeeAge6 daysBlockedWRK-001Boiler repair campaign launchAdvertising · Nora PatelAge4 daysAwaiting ApprovalWRK-002Water heater creative revisionCreative · Elena RuizAge3 daysIn ProgressWRK-004Mini-split landing page QAWebsites · Priya ShahAge2 daysQA Review
Human authority
Approvals
APR-00121h open
Authorize boiler repair campaign package
Permits handoff for a paid-media launch review. Does not publish or spend.
Owner decision · Evidence completeAPR-0025h open
Accept landing page release candidate
Permits preview release only.
Department Lead decision · Evidence incompleteIndependent review
Quality exceptions
QAR-001Major
Water heater creative claim review
Unsupported financing claim requires removal or verified evidence.
Avery Morgan · ReturnedQAR-002Waiting
Mini-split landing page acceptance
Awaiting independent review evidence.
Avery Morgan · WaitingPerformance ledger
Signals with a named response
KPI-CLI-002
Booked appointments
Are qualified inquiries becoming scheduled work?
25Target 28
Trend+1
EvidenceHealthyDemonstration data
OwnerClient Success Lead
Inspect response time, contact rate, and booking objections.
KPI-CLI-003
Median lead response
How quickly does the company respond to qualified demand?
11Target 5
Trend+2
EvidenceStaleDemonstration data
OwnerCRM Lead
Inspect routing, coverage, and missed-call recovery.
KPI-CLI-004
Revenue by service
Which services create verified collected revenue?
UnavailableTarget 50000
TrendNo comparison
EvidenceUnavailableUnavailable
OwnerFinance Owner
Reconcile accounting access and service attribution.
KPI-AGT-001
Agent first-pass acceptance
Do agent outputs satisfy QA without revision?
88Target 85
Trend+6
EvidenceLow confidenceDemonstration data
OwnerAutomation & AI Lead
Sample defects by agent, task, source quality, and control.
Governed automation
Agent evidence
RefusedRUN-001
Stopped before adding an unsupported zero-percent financing claim.
No approved financing source was available.
High confidence · Estimated $0.18AcceptedRUN-002