Revenue Chain Baseline Scorecard
Capture the true, observed current-state metrics per link BEFORE any repair, so recovery can be proven later against a truthful baseline. A Diagnostic score is an indicator; this Scorecard is the baseline.
Loop Step
Measure
Purpose
Capture the true, observed current-state metrics per link BEFORE any repair, so recovery can be proven later against a truthful baseline. A Diagnostic score is an indicator; this Scorecard is the baseline.
Instructions
- For each link, record the primary metric's current value over a stated window.
- Record the data source for every value. A value with no source is not a baseline.
- Record confidence: measured, estimated, or unknown.
- If a link cannot be measured, mark it Unknown and open a measurement plan. Do not enter 0 or 'fine'.
- Do not fill any value from Calculator industry defaults; those are planning assumptions, not your baseline.
Confidence Vocabulary
- measured
- estimated
- unknown
Columns
| Column | What it means |
|---|---|
| Link | |
| Primary metric (KPI id) | |
| Current value | |
| Unit | |
| Measurement window | |
| Data source | |
| Confidence | |
| Notes / caveats |
Rows
- Link
- 1
- Link Name
- Demand + Source
- Primary Metric Id
- L1.source_to_revenue_rate
- Supporting Metric Ids
- L1.tracked_source_coverage; L1.qualified_lead_rate_by_source; L1.cost_per_qualified_lead
- Unit
- percent
- Confidence
- unknown
- Notes
- Not scored by the current Diagnostic; baseline via this Scorecard + Link 1 audit (RLR-07).
- Link
- 2
- Link Name
- Speed-to-Lead
- Primary Metric Id
- L2.median_time_to_first_contact
- Supporting Metric Ids
- L2.first_response_sla_attainment; L2.missed_lead_coverage; L2.after_hours_coverage
- Unit
- minutes
- Confidence
- unknown
- Link
- 3
- Link Name
- Qualification
- Primary Metric Id
- L3.qualification_coverage
- Supporting Metric Ids
- L3.good_fit_leakage_rate; L3.routing_accuracy; L3.handoff_context_completeness
- Unit
- percent
- Confidence
- unknown
- Link
- 4
- Link Name
- Follow-Up
- Primary Metric Id
- L4.no_follow_up_rate
- Supporting Metric Ids
- L4.follow_up_attempt_depth; L4.channel_coverage; L4.recovered_opportunity_rate
- Unit
- percent
- Confidence
- unknown
- Link
- 5
- Link Name
- Booking + Handoff
- Primary Metric Id
- L5.qualified_to_booked_rate
- Supporting Metric Ids
- L5.no_show_rate; L5.scheduling_friction; L5.handoff_completeness
- Unit
- percent
- Confidence
- unknown
- Link
- 6
- Link Name
- Attribution + Decision Intelligence
- Primary Metric Id
- L6.revenue_source_known_rate
- Supporting Metric Ids
- L6.appointment_source_known_rate; L6.decision_confidence; L6.spend_efficiency
- Unit
- percent
- Confidence
- unknown
Template
- Note
- This is a blank instrument, not fabricated data. All currentValue/window/dataSource fields are null and confidence defaults to 'unknown' by design; the user populates them from their own systems.
- Before After Use
- Copy the populated baseline into the Before/After Revenue Chain Scorecard (RLR-43) at verification time to compare against the re-measurement.
How to implement
Capture the baseline before you change anything, using the same method you will re-measure with.
How to verify
Record the measurement window and source so the after-measurement is comparable.
Related in this link
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