Board KPI scorecard
Click any tile to open its detail section. Status: on target within 25% off target tracked only
Marketing channels
Pipeline, closed won and efficiency by channel. Click a row to see its deals. Spend split is best-effort from the spend sheets.
Origination & win ratio
Board lead-source taxonomy. Win ratio = closed won $ / all pipeline sourced in period (open deals depress recent periods). Click a row for deals.
License vs Services
Revenue-mix of sourced pipeline and closed won. Classification is keyword-based and editable in the workbook.
Budget & spend
Channel split of marketing spend (2026 total is an unconfirmed YTD estimate). Spend, budget and lead cells are editable — type a new value and every KPI, ROI and scorecard tile recalculates instantly. Edits persist in this browser until reset.
Deal explorer
Click to upload or drag & drop the latest Salesforce opportunities export (.xlsx) to refresh deal data in-place (spend & leads stay per the Spend section)
Definitions: Marketing channels = Events, Partner, Digital/Paid Search, Social, Email, Website. DAG (Delivery Account Growth) is shown separately and excluded from marketing ROI. Year = year opportunity was created; Avis Budget Group attributed to 2025. Suggested targets are a basis for Board discussion.