Summary Dashboard

NUMBER OF
COST VS. REVENUES BY YEAR Costs Revenues CONTRACTS TO REVIEW
CONTRACTS

73 -28 72

7 9
1 YEAR

You have 7 contracts

3 YEARS -32 67 without future
milestones and 9
Contracts Contracts
Contracts without
without without
assigned tasks.
5 YEARS milestones milestones
REVENUES -84 16
THE NEXT 12
MONTHS CONTRACTS STATUS CONTRACTS BY INDUSTRY CONTRACTS BY CATEGORY

$13.920 Market re- Electricity; 6% Finance & 6%

Draft, 9% Active, 33% 4% Administra- Facility
search , 5%
tion, 15% manage-
ment , 18%
Archived,
13% IT Hard-
ware & Consulting
Software ,
39 7%
Services ,
33% 17
COST THE Contracts Contracts
Sales , 25%
NEXT 12
IT , 21%
MONTHS

$35.750
Terminated, Pending, Financial Energy & Human
17% 28% Software , Fuel, 28% Resources,
17% 19%
1
Summary Dashboard
AMOUNT OF CONTRACTS REVENUES THE NEXT 12 MONTHS COST THE NEXT 12 MONTHS
73 $13.920 $35.750
COST VS. REVENUES BY YEAR Costs Revenues CONTRACTS TO REVIEW

-28 72

7 9
1 YEAR

You have 7 contracts

3 YEARS -32 67 without future milestones
Contracts Contracts and 9 Contracts without
without without assigned tasks.
5 YEARS -84 16 milestones milestones

CONTRACTS STATUS CONTRACTS BY INDUSTRY CONTRACTS BY CATEGORY

Market Finance &

Electric- 6% Adminis- 6% Facility
Draft, 9% Active, research , ity; 4%
33% 5% tration, man-
15% agement
Archived, , 18%
13% IT Hard-
ware & Consulting
Software ,
39 7%
Services ,
33% 17
Contracts Sales , Contracts
25%
IT , 21%
Ter- Human
mi- Pending, Financial Energy & Re-
nated, 28% Software , Fuel, 28% sources,
17% 17% 19%
2
Quarterly Summary
5

CASH FLOW Quarterly TOP 5 CONTRACTS Contract Cost

20
COSTS Title Business Partn.
15
10 $8.927 Lorem Ipsum Lorem Ipsum
5
0 REVENUES Lorem Ipsum Lorem Ipsum
$13.950
FY1-Q3

FY1-Q4

FY2-Q1

FY2-Q2

FY2-Q3

FY2-Q4

FY3-Q1

FY3-Q2

FY3-Q3

FY3-Q4

FY4-Q1

FY4-Q2
-5
-10 Lorem Ipsum Lorem Ipsum
-15 CASH FLOW
Lorem Ipsum Lorem Ipsum
-20
Costs Revenues Cash flow $22.858
Lorem Ipsum Lorem Ipsum
SUM OF COSTS AND REVENUES

SHOW ALL ADD

Recently Added Recently Edited

Title Business Partn. Category Contact No. Start Date End Date Lifecycle Files Status
Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Draft
Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Active
Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Pending
Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Terminated
Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Oct 5, 2015 Oct 5, 2015 Lorem Ipsum 1 Files Archived

3
Top Five Revenue Sources
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4
Tasks Dashboard
PROJECT STATUS COMPLETED 23% OUTSTANDING ISSUES 3 6 4

Ongoing Activities: 5 Project Plan

Activity % done # Activities Status 1 2 3 4 5 6 7 8 9 10 11 12 13
System Build 23% 1 Act-15 1
Interface Build 32% 2 Act-15 1
Quality Standards Prep 64% 3 Act-23 4
4 Act-23 4
Interface Testing 12%
5 Act-23 4
Top 3 Issues 6 Act-25 5
7 Act-25 5
Find test manager
8 Act-25 5
Descope Risky Items
9 Act-25 9
Find more money
10 Act-34 9
11 Act-34 9

BURNDOWN CHART PROJECT TIMELINE

160 6
6 140 5
120
5 Completed 100 4
4 80 3
Planned
60 2
3
Actual 40
2 20 1
1 0 0
5/1/2002 6/1/2002 7/1/2002 8/1/2002 9/1/2002
0
Category 1 Category 2 Category 3 Category 4 Volume Close
5
Test Case Dashboard
TEST CASES BY SOFTWARE MODULES

EXECUTED TESTS
SUCCESS RATE IN%
# TCS # TCS ACTUAL % OF PLAN
(PASSED TCS AS PERCENTAGE COMPLETION
PLANNED PLANNED (FINISH TCS AS PERCENTAGE OF
NOT YET THEREOF THEREOF OF FINISHED TCS) GOAL 87% RATE
TOTAL TOTAL STARTED FINISHED PLANNED TCS)
FINISHED PASSED FAILED OR HIGHER SUCCESS RATE

400 374 388 25 363 323 40 90% 90,8% 90,8%

300 275 279 11 268 238 30 87% 89,3% 85,3%

600 550 548 31 517 478 39 88,9% 86,2% 86,2%

800 737 761 36 725 630 95 92,9% 90,6% 92,6%

400 374 367 24 343 289 54 89,3% 85,8% 90%

85,4%
PASSED TEST CASES AND SUCCESS 88,6% 90,6%
ACTUAL VS PLAN OVER TIME Options Options
RATE THRESHOLD
5 5
4.5 4.5
4 4
3.5 3.5
3 3
2.5 2.5
2 2
1.5 1.5
1 1
0.5 0.5
0 0
W1 W2 W3 W4 W5 W6 W7 W1 W2 W3 W4 W5 W6 W7
Series 1 Series 2 Series 1 Column2 6
Software Development – Defect Dashboard
DEFECTS ACTUAL WEEK BY TYPE AND SEVERITY

Cosmetical Minor Major Critical Total 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Assigned 10,8 16,6 18,2 9,1 16,5 Fix pending

Resolved 6,7 14,1 11,0 5,2 11,5 Fix delivered
Closed 17,4 30,7 30,0 14,3 28,4 Successfully retested

Series 1 Series 2 Series 3

70
6
60
5
50
40 4
30 3
20 2
10 1
0
0
W1 w2 W3 W4 W5 Category 1 Category 2 Category 3 Category 4
Series 1 Series 2 Series 3
AVERAGE RESOLUTION / CONCLUSION TIMES
IN CALENDAR DAYS

Cosmetical Minor Major Critical Total 8000

Assigned 10,8 16,6 18,2 9,1 16,5 5000

Resolved 6,7 14,1 11,0 5,2 11,5 2000

Closed 17,4 30,7 30,0 14,3 28,4 -1000 Start Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec End
7
 Triaged Tasks
LIST OF PROJECT PRIORITIES

0 100 Task # Assigned to Priority Status Complete

Completed Tasks
87 Philip Larkin High Done 75%

10 Vivienne Caya High Done Don

22 Daniel Wright High In Progress 50%

34 Anthony Tiller Normal In Progress 20%

47 Raymond Funk Normal In Progress 40%

0 100

Tasks in Progress 93 Rice Kazantsev Normal In Progress 80%

88 Ann Britt Low Not Started 0%

2 Robert Thies Low In Progress 10%

25 Lorena Mario Low Canceled 0%

84 David Ford Low Not Started 80%

0 100

Not Started Tasks

8
Additional Dials at Different Stages

0 100 0 100 0 100 0 100 0 100

Completed Tasks Completed Tasks Completed Tasks Completed Tasks Completed Tasks

0 100 0 100 0 100 0 100 0 100

Completed Tasks Completed Tasks Completed Tasks Completed Tasks Completed Tasks

9
Simple Project Manager
Simple Project Manager

# OF TASKS AND TOTAL HOURS ALLOCATED BY PROJECT

TASK STATUS
START DATE-LINE
Timelines
6

Projects Timeline 5
1st Qtr 4
Tasks Timeline
2nd Qtr 3
3rd Qtr 2
Series 1
4th Qtr
1 Series 2
Reports
0 Series 3
Category 1 Category 2 Category 3 Category 4
Open Project
Open Tasks
Overdue Tasks OVERDUE TASK BY PROJECT OWNER TASK SUMMARY BY PROJECT

100% Category 4
90%
Report Shortcuts 80%
Category 3
70%
60%
50% Category 2
Completed Projects 40%
30% Series 1 Category 1
On Hold Projects Series 2
20%
10% 0 2 4 6 8 10 12 14
Active Projects Series 3
0%
Category 1 Category 2 Category 3 Category 4 Series 1 Series 2 Series 3
10
User Funnel Conversions
2-4x 2-1.5x 1.5-1.25x

What are we How does it What will it

building? work? look like? Development
4x

2x

1.5x
1. 25x
1x
0. 8x
0. 67x

0. 5x
Cloud of Uncertainty
0.25x Time
11
Brainstorming & Questions

01. Edit title 03. Edit title

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text. You can edit this text. This is a text. You can edit this text. This is a
sample text. sample text.

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12
 Previous
Awesome Company

Professional Couples in Los Angeles in the Workforce.

Women Only
Male Only 35% Only the women is working and supporting
Only the Male is working and
supporting the woman
45% the male.

13

In looking at the success in

successful relationships today. We
interviewed 200 couples in Los
Angeles County who said they are
happy and have found the person
they will spend the rest of their life
with. Both Men & Women
65% 65% of partners are both working and
bring in an income.

Next
 Previous
Awesome Sales

Last 8 Months of Sales.

100%

75%

50%

25% 14
0%

Jan 18 Feb 18 Mar18 Apr 18 May 18 Jun 18 Jul 18 Aug 18

Num of Sales -
Profitability – Sum

Next
 Previous
Car Rental company

Couples in the US who rent coupes.

30%
Pregnant
Couple
70%
Couple
w/o
Children 20% 15
Couple w/
Children

Our recent statistics when we looked into couples who are renting 2 door vehicles.

Next
 Previous
Awesome Company

Monies Spent on Marketing Vs. ROI.

In the past year we have seen that on

average there is a 1 to 3 ration return
on investment in the money that was Blue White
spent on educating and developing
new ways of marketing.
75%
Return on Investment
25%
Marketing cost
16

Jan Feb Ma Apr Ma Jun Jul Au Sep Oct No De

r y g v c

Next
 Previous
Awesome Company

Completion of monthly task Email Vs In person communication

61% In Person

39%
Email
17

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

x We see email has not been as

effective in terms of task
z The study shows that we have
a much higher rate of task
completion over the last year completion when people

Next
meet in person to discuss
what needed t be done.
 Previous
Awesome Company

Customer Satisfaction
d 20%
Marketing
People who have said they enjoy
our commercials, and funny
magazine ads.

Results from
Customer Surveys
We surveyed close o 3500 customers in the
past 3 months to figure out what they truly
love about Awesome company.. 56% s
Products 18
e People who love our awesome products.

Care
People who said they enjoy the
24%
treatment from and knowledge
of our employees

Next
 Previous
Dec Awesome Company
Nov Financial Forecasting
Oct
Sep
Aug Gain
Gains in cash
Jul #36,872 payment the
Jun Per period
second period 19
May
April Gain
Gains in credit payment the
March $297,982 second period.
Feb Per Period
Jan
0 20 40 60 80 100 120

Next
 Previous
Awesome Company

Financial Forecasting

Dec
b Gain Nov
$36,872 Oct
Per period
Sep
Aug
Gain Jul 20
$30,745 a Jun
Per period May

Gain
April

h $237,982 March
Per period Feb
Jan
0 20 40 60 80 100 120

Next
 Previous
Awesome Company

6 Month earning (Cash Basis)

5000 r
4500 7,640$
Foreign Cash income
4000
3500
3000 w
8 21
2500 & 10,930$
2000 On-hand cash

1500 (
b
1000
500
0
18,530$
Cash Income
Jan Feb March Apr May Jun

Next
 Previous
Weakness Awesome Company

Earnings and losses

Statistical issues involved in estimating the earnings
losses incurred by displaced workers

Analysis Profit
22

Earning Loss total

170,500$ 47,300$ 123,200$

2017 2017 2017

Report Fee

Next
 Previous
Awesome Company

Average Daily Profit

In Store purchases Subscription service Online Orders

73,950$ 44,720$ 97,480$

Daily Daily Daily 23

Purchases that happen in our stores. People who are signing up for our Online orders are the bulk of our orders
Both from subscribers and not. service. and can only be done by subscribed
members.

a b e

Next
 Monthly Shared Articles

Previous
LinkedIn Facebook

500,000 1.1 M
Monthly Monthly

Articles shared on other sources

Articles shared on Instagram
of Social media.

a f
24
g e
Articles Shared on Facebook
Average LinkedIn Share of our
articles.

Instagram Other Social Media

900,000 1.46 M
Monthly Monthley

Next
This slide can be used to present dad for articles shared in different social media.
 Previous
Easy to use PowerPoint is ubiquitous on PCs and Macs.

Keynote
Good graphics

a e
25

The four main presentation tools are

PowerPoint, Keynote, Google Slides,
and Prezi. Any of them will work well. Good for working collaboratively

Google Slides

Next
 Great way for a subscription based company to show it’s quarter subscription goals.

Previous
Awesome Company

Summer Quarter Subscription Signup

14000
12000
Subscribers and income. Some
10000 months are close to equal
because those months we did
8000
+750,000
free promotional sign ups. .

6000 26
Organic website clients 4000
2000
10K 1M
0
l
Ja
n
rch ay J u
Se
p
Nov
a M
M
623,000 750,000 1M
Spring Quarter Subscribers Current Subscribers
Subscribers
Target Goal for Summer

Next
 Previous
Biology
100
Visualization of Program Business
Keynote speaker’s 72 Hour
time that was spent 50 UI/UX Design analytics

needing to study
Mathby English
subject .
0
2 Minute 27
Jamie Smith represented Average response

her success in school but

stating how much time
she spent on each subject
and created this graphic 130 User
to show that Total Clients
representation.. Music Chemistry

Graphics Physics

Next
 Advantages of OKRs

Alignment Empowerment
Connect individual and team performance back to Increased visibility gives everyone the context they
shared company objectives so that everyone need to make the best decision and shows the
movies in the same direction. employee the impact of their work.

Prioritization Measurement
The 3-5 objectives for each level of an organization Illustrate how far along individuals, teams and the
forces us to what will have the greatest impact on the overall company are in accomplishing the shared
company. company mission.
2017 | 35 %

Transparency 2018 | 40 % Accomplishment

Enable us to have a transparent culture, as 2019 | 50 % OKRs are meant to be stretched - just beyond the
everyone knows how each team and individual threshold of what seems possible - so wecan achieve
is planning to make an impact. 2020 | 65 % remarkable results.

2021 | 85 %
 Quarterly Company Objectives

Quarter 2 Quarter 4

Our company objective for Quarter Two Our objective for Quarter Four is to
is to launch version 2 of one of our achieve revenue by 50% and
main products. profitability by 30%.

Quarter 1 Quarter 3

Our main company objective set for Our company objective for Quarter
Quarter One is to Increase recurring Three is to raise $2m for our growth
revenues by 30%. needs.
 KRs for Quarterly Objectives

Increase revenue by 50%

Quarter 1 KRs Quarter 2 KRs Quarter 3 KRs Quarter 4 KRs

Email and phone outreach to 100 VCs

Increase annual renewals to 75% Get over 10000 new signups Hit quarterly revenue of $450k
and seed funds

Achieve signup to % trial Get at least 30 second contact Increase gross profit margin
Reduce churn to less than 5%/mo
ratio of 45% meetings or calls from 30% to 39%

Reach monthly recurring revenue Achieve trial to % paid Solicit 3 term sheets of our minimum Start sales in 2 new domestic
of 100k ratio of over 50% required terms markets

Decrease one-time contracts sold Get published product reviews in over Close an investment round with $2m
by 15% 15 publications Increase referral rate by 15%
pre-money
 Performance Dashboard
Team A Average
0 Months left in Q1
Our Team Average
2
Team C Average
1 Days left in Q1
Team D Average
9
Employee Name Operational KR Progress Aspirational KR Progress On Track

Bob Smith Bob Smith’s KR for Q1 is this 80% Bob Smith’s KR for Q1 is this 60% Y

John Smith John Smith’s KR for Q1 is this 35% John Smith’s KR for Q1 is this 25% N

Joe Smith Joe Smith’s KR for Q1 is this 50% Joe Smith’s KR for Q1 is this 35% N

Tom Smith Tom Smith’s KR for Q1 is this 60% Tom Smith’s KR for Q1 is this 45% N

Dan Smith Dan Smith’s KR for Q1 is this x 80% Dan Smith’s KR for Q1 is this 70% Y
 Human Resources Q1 OKR

2019 Q1 Key Results

Interview 48 employees on their needs for

improving our work culture.
60%
2018 2019
Q1 Q1 Implement using OKRs and Weekdone software in
all 23 teams
90%

Reach weekly employee satisfaction score of at

least 4.7 points
Objective: Improve internal employee 65%
engagement and job satisfaction
Conduct 3 monthly “Fun Friday” all-hands meetings
with motivational speakers
45%
 Operations Q1 OKR

Key Result Key Result Key Result Objective

60% + 35% + 75% = 56%

Implement a better system Review software options Start compiling a weekly “Office Improve our document and
for tracking incoming for incoming document Highlights” newsletter to all team information management
requests tracking members procedures