Dashboard Metrics

All formulas and calculations for dashboard KPIs.

GTM Health Score

Range: 0-100

Formula:


GTM Health Score = (Velocity × 0.40) + (Activity × 0.35) + (Quality × 0.25)


Velocity = ((meetings_booked + conversions) / targets) × 100

Measures revenue-generating output.


Activity = ((leads_captured + outreach_done) / targets) × 100

Measures pipeline-building activity.


Quality = (reply_rate / benchmark_reply_rate) × 100

Measures engagement effectiveness.

Formula:


Progress % = (Total Meetings Booked / Monthly Target) × 100


Net Revenue = One-time Revenue + First-month MRR (new conversions)


MRR = SUM(mrr_amount) for active customers

Active = billing started AND not churned.


ARR = MRR × 12


MRR Growth % = ((Current MRR - Previous MRR) / Previous MRR) × 100

All trend indicators use:


Trend % = ((Current Period - Previous Period) / Previous Period) × 100

Metric	Source	Calculation
Contacts Sourced	Leads table	COUNT where captured_at in period
Emails Sent	Campaign performance	SUM of emails_sent
Outreach	Daily reports	SUM of personalized_outreach
Replies	Campaign + Reports	SUM of replies
Meetings	Daily reports	SUM of meetings_booked
Conversions	Leads table	COUNT where converted_at in period