Performance tracking

Install a cadence from quarterly strategy to weekly execution that keeps growth on track

Strategy without tracking becomes wishful thinking. Build a rhythm that spots problems early, doubles down on what works, and keeps the team aligned on priorities. Turn data into decisions and decisions into momentum.

Performance tracking

Chapters

Chapter
1

How to choose the right metrics

Focus on metrics that drive decisions and reveal bottlenecks. Avoid vanity metrics that look good but don't help you grow.

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Chapter
2

How to build your weekly scorecard

Design a dashboard that tracks core metrics, shows trends, highlights problems, and keeps the team focused on what matters.

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Chapter
3

Monthly growth planning

Monthly growth planning translates quarterly strategy into monthly tactics. Set the top 5 priorities for the month, assign owners, and ensure everyone knows what ships when.

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Chapter
3

How to run weekly issues meetings

Resolve bottlenecks fast with the EOS framework. Identify problems, discuss solutions, solve them, and assign clear ownership.

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Chapter
4

How to run monthly performance reviews

Analyse what worked and what didn't. Assess experiments, identify patterns, and decide what to double down on or cut completely.

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Chapter
5

How to run quarterly business reviews

Deep strategic reset with full performance analysis. Identify system-level bottlenecks, validate strategy, and set the next roadmap.

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Chapter
5

Weekly planning sessions

Weekly planning sessions turn monthly plans into weekly execution. Set the top 3 priorities, assign owners, and ensure everyone knows what to work on.

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Tools

Performance tracking

tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Google Analytics
Tool

Google Analytics

Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.

Looker Studio
Tool

Looker Studio

Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.

Databox
Tool

Databox

Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.

Notion
Tool

Notion

Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.

Books

Performance tracking

books

Lean Analytics
Book summary & review

Lean Analytics

Alistair Croll

Pick the One Metric that Matters for your stage. Build lean dashboards and use data to decide the next best move.

Measure What Matters
Book summary & review

Measure What Matters

John Doerr

A clear guide to OKRs for growth teams. Write good objectives, choose key results and run cadences that stick.

Traction
Book summary & review

Traction

Gino Wickman

A practical operating system for small teams. Install a cadence, set priorities and create accountability that sticks.

Wiki

Performance tracking

concepts

Wiki

Conversion rate

Calculate the percentage of visitors who complete desired actions to identify friction points and measure the effectiveness of marketing and product changes.

Wiki

Key Performance Indicator (KPI)

Select metrics that reveal whether you're achieving strategic goals to track progress and identify problems before they become expensive to fix.

Wiki

Lead velocity rate

Measure the month-over-month growth in qualified leads to predict future revenue and catch pipeline problems before they impact revenue three months later.

Wiki

Monthly Recurring Revenue (MRR)

Track predictable monthly subscription revenue to monitor short-term growth trends and make faster decisions than waiting for annual revenue reports.

Wiki

North Star Metric

Choose one metric that best predicts long-term success to align your entire team on what matters and avoid conflicting priorities that dilute focus.

Wiki

Objectives and Key Results (OKRs)

Set ambitious goals and measurable outcomes that cascade through your organisation, creating alignment and accountability for strategic priorities.

Wiki

Pipeline coverage

Calculate how much pipeline you need relative to quota to ensure you generate enough opportunities to hit revenue targets despite normal conversion rates.

Wiki

Sales qualified lead velocity

Track how fast your pipeline of ready-to-buy leads grows to forecast sales capacity needs and spot when lead quality or sales efficiency changes.

Playbooks

Other playbooks

Playbook

Experimentation

Random experiments waste time and budget. A structured framework ensures every test teaches you something, even when it fails. Decide what to test, design experiments properly, analyse results accurately, and share learnings so the whole team gets smarter.

See playbook
Experimentation
Playbook

How to set up marketing automation

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

See playbook
How to set up marketing automation
Playbook

Lead capture system

Capture mechanisms turn anonymous traffic into known leads you can follow up with. Make it easy for prospects to signal interest at any moment in their journey without creating friction or annoying people.

See playbook
Lead capture system
Playbook

LinkedIn thought leadership

Optimise your profile so it converts visitors to leads. Warm up your network before posting. Build a content calendar that keeps you ahead. Write posts that drive action. Time publishing to maximise reach.

See playbook
LinkedIn thought leadership
Playbook

How to choose your growth tools

The wrong tools waste money and create friction. The right tools compound productivity. Avoid vendor promises and feature bloat. Choose what actually fits your workflow, integrates cleanly, and grows with you.

See playbook
How to choose your growth tools
Playbook

How to set up proposals and quotes

Proposals sent via email disappear into inboxes. You don't know if they've been opened, which sections were read, or whether pricing scared them off. Proposal software tracks engagement, automates generation from CRM data, and shows exactly where prospects get stuck so you can follow up intelligently.

See playbook
How to set up proposals and quotes
Further reading

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Performance tracking