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Company Stoplight KPI
Objective: To move you from guessing about your business to knowing. This workbook isn't for passive reading. It's a tool. By the end of this module, you will have audited your current data habits, learned the Stoplight system, and calculated the single most important formula for your company's growth. Let's get to work.
Part 1: The Philosophy - Data Over Drama
Before we touch a single cell in the spreadsheet, let's get one thing straight: this system's power comes from its brutal honesty. The "Manufacturing Line" tab, with all its high-level insights, is a worthless mirage if the data feeding it is incomplete or inaccurate.
The entire system is built on one core principle: You can't scale what you don't measure.
Your feelings, hunches, and gut instincts don't drive predictable growth. Cold, hard numbers do. This process is designed to turn your sales and marketing efforts from a chaotic art form into a predictable science. The first step in that transformation is building an unbreakable habit of tracking your core metrics.
Answer these questions with the first number that comes to mind. No cheating or looking it up. This is a gut-check.
If you had to hesitate or write "I don't know" for any of these, that's the proof that you're operating with a blindfold on. The Stoplight system is how you take it off. Forever.
Part 2: Your Starting Point - The "Company Stoplight" Tab
The journey begins with the "Company Stoplight" tab. This is your weekly scorecard. It's simple by design because its only job is to capture the most critical outcomes of your business activities for the week.
Your Mission: Every single week, without fail, you will populate this sheet. It's a non-negotiable operational task. Consistency here is what separates amateurs from professionals.
Here is a breakdown of the essential metrics you will track:
Measurable
Goal
Your Number This Week
Description & Why It Matters
New Leads
30
What it is: The total number of new prospects that entered your pipeline. Why it's critical: This is the fuel for your engine. No leads, no business. Period.
Appointments Set
6
What it is: The number of meetings you booked. Why it's critical: This measures the power of your initial pitch. Is what you're offering compelling enough for a conversation?
Appointments Completed
5
What it is: The number of meetings that actually happened. Why it's critical: This reveals friction in your process. A low "show-up rate" is a silent killer.
Contracts
1
What it is: The number of signed agreements. Why it's critical: This is the ultimate test of your sales process. Can you close?
KPI Signed Rev (or Gross Profit)
$10k
What it is: The total revenue or profit from closed deals. Why it's critical: This is the scoreboard. It turns your activity into tangible results.
There are no rows in this table
(Note: The 'Goal' numbers are examples from the template. You will establish your own goals based on the data you collect.)
Part 3: From Tracking to Predictability - The Power of Ratios
Tracking numbers for the sake of tracking is useless. The goal is to uncover the predictable ratios in your business.
Consider this example from the video:
You have just uncovered a powerful ratio: 30 Leads : 1 Contract.
This is no longer a guessing game. It's a formula.
By consistently tracking your weekly numbers in the "Company Stoplight," you build a dashboard that allows you to reverse-engineer your goals.
Your Turn: The Growth Formula Exercise
Use your numbers from the last 30 days. If you don't have them, use your best estimates for now—but commit to using real data going forward.
The number you just calculated is your Growth Formula. This is the number of leads you must generate to get one contract. This is now the most important number in your business.
Action Items: Your First Steps
Master this first step. The discipline of weekly tracking in the "Company Stoplight" is the foundation upon which all other business insights are built.
Part 4: The Challenge - Reverse-Engineer Your Target
Let's put your new formula to the test with a real-world scenario.
The Scenario:
Solve for Your Goal:
You now have a specific, mathematical target for your marketing team. You've eliminated the guesswork.
Hitting your KPIs starts with having the right leads. Prexium makes sure your team never runs short. Join Prexium today 👉
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