Intelligence Guide for Leaders

Weekly review in five minutes

choose 30 days for a stable view;
read leads, opportunities, appointments and income awarded;
Compare the trend with the previous period;
Open To be monitored and first handle high alerts;
examine the greatest loss of the funnel;
consult the three main knowledge gaps.

Questions to ask

Is the data available and the volume sufficient?
Is the result direct, assisted or only correlated?
What change produces the most measurable improvement?
What operational risk or client should be addressed first?