LEADERSHIPReports
LEADERSHIP · REPORTS
Executive Reporting
Quarterly business reviews, board packets, and exec-level rollups across pipeline, win rate, margin, and capacity.
01Recurring exec reports
| Report | Cadence | Owner | Last run |
|---|---|---|---|
Quarterly Business Review (Q2 2026)NEW | Quarterly | CEO + CFO | Apr 14 |
Board Packet · May 2026 | Monthly | CEO | May 02 |
Forecast · Commit / Best / Pipeline | Weekly · Mon 8a | VP Sales | May 06 |
Pipeline Coverage by Quarter | Weekly | RevOps | May 06 |
Capacity vs Booked Backlog | Bi-weekly | VP Ops | Apr 28 |
Margin Variance · Job-by-Job | Monthly | CFO | May 01 |
AR Aging > 60 days | Weekly | Controller | May 06 |
02On-demand strategic
| Report | Cadence | Owner | Last run |
|---|---|---|---|
Win/Loss Analysis · TTM | Ad-hoc | Sales Ops | — |
Renewal Capture Rate · Y6 fields | Quarterly | Customer Success | — |
Region P&L — TX / CO / FL / NC | Quarterly | FP&A | — |
Competitor Replacement Wins | Ad-hoc | VP Sales | — |