Full KPI set from the "CS data tracking" doc — aggregates Monday boards (Clients Journey, Growth Planning, Engagement) and the Numbers Coaches / Execution Tracker sheets.
| KPI | Goal | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Active clients | 34.00 | 34.00 | 34 | 28 | 28 | 28 | 28 | 28 | — | |
| Inactive clients | 3.00 | 3.00 | 3 | 7 | 7 | 7 | 7 | 6 | — | |
| Spots Available | 12.00 | 9.00 | 9 | 12 | 12 | 5 | 5 | 2 | — | |
| Success stories | 1 | 2.00 | 0.00 | 1 | 4 | 2 | 1 | 0 | 2 | 1 |
| Outs | 0 | 0.00 | 1.00 | 2 | 1 | 0 | 0 | 1 | 0 | — |
| NPS | 9 | 7.86 | 8.35 | 8.2 | 8.66 | 8.16 | 8.4 | 8.4 | 8.5 | — |
| NPS % (all time) | 13.33% | 38.89% | 26.67% | 61.11% | 36.84% | 37.61% | 37.50% | 37.61% | — | |
| Engagement rate | 45.00% | 44.12% | 44.12% | 44.12% | 21.43% | 32.14% | 46.43% | 46.43% | 42.86% | — |
| Execution rate | 80.00% | -% | -% | 75.74% | 68.21% | 71.86% | 71.80% | — | — | — |
| ROI | 400.00% | 349.41% | 393.64% | 420.76% | 409.71% | 425.65% | 484.26% | 512.92% | 545.10% | — |
| Success rate | 75.00% | 56.00% | 66.67% | 60.87% | 75.00% | 66.67% | 81.82% | 80.95% | 77.27% | — |
| Churn rate (all time) | 0.00% | 12.90% | 13.98% | 15.63% | 16.33% | 16.16% | 16.00% | 16.83% | 16.67% | — |
| Cash collected - rev shares & upsells | $20,000.00 | $26,549.00 | $27,690.00 | $29,000 | $23,614 | $15,587 | $27,516 | $21,408 | $25,840 | — |
| LTV | $10,000.00 | $13,732.00 | $13,725.00 | $13,939 | $14,173 | $14,349 | $14,474 | $14,541 | $14,737 | — |
| Upsells accumulated | 1 | 3.00 | 1.00 | 1 | 0 | 1 | 14 | 14 | 16 | — |
| Upsells rate | — | — | — | — | — | 29.17% | 29.17% | 32.00% | — | |
| Success stories accumulated | 43.00 | 44.00 | 44.00 | 45.00 | 47 | 48 | 48 | 50 | — | |
| Testimonials accumulated | 30.00 | 30.00 | 30.00 | 33.00 | 35 | 35 | 35 | 36 | — | |
| Testimonial rate | 69.77% | 68.18% | 68.18% | 73.33% | 74.47% | 72.92% | 72.92% | 72.00% | — |
| KPI | Goal | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|
| Active Clients | 12 | 18 | 16 | 19 | 16 | 13 | 18 | 20 | |
| Guarantee Clients | 1 | 5 | 5 | 6 | 6 | 5 | 6 | 5 | 6 |
| Alumni Clients | 31 | 31 | 34 | 35 | 37 | 44 | 45 | 46 | |
| Inactive Clients | 4 | 1 | 2 | 4 | 4 | 2 | 2 | 1 | |
| Lost Clients | 0 | 1 | 0 | 0 | 0 | 1 | 1 | 0 | 0 |
| Testimonials | 8 | 9 | 11 | 11 | 13 | 13 | 13 | 13 | |
| Testimonial rate | 50% | 26% | 29% | 32.35% | 31.4% | 35.14% | 29.55% | 28.89% | 28.26% |
| Execution rate | 70% | 77% | 71% | 71.00% | 66.0% | 68.00% | — | 68% | — |
| OH engagement rate | 70.00% | 76% | 87% | 87.00% | 68.0% | 70% | 92.31% | 77,78% | 80.00% |
| NPS (monthly) | 65.00% | — | 66% | 67.00% | 68.000 | 74.00 | 77.14 | 68,29 | 68,29 |
| Time to first client | 45.00% | 74 | 66 | 75 | 71 | 79.8 | 83 | 79.5 | 74 |
| All time cancelled (monthly) | 22.0% | 21.9% | 21.9% | 19.4% | 20.55% | 21.33% | 20.00% | 19.05% | |
| Total upsells | 3 | 3 | 4 | 4.00 | 5.00 | 5.00 | 6.00 | 6.00 | |
| Ascension rate | 30.00% | 9.68% | 9.68% | 11.76% | 11.43% | 13.51% | 11.36% | 13.33% | 13.04% |
| Spots available | — | — | — | — | 19 | 22 | 17.00 | 15.00 |
State counts (Active, Inactive, Spots) compare against a snapshot taken at the start of each month. Movements (Outs, Success, Upsells) are exact counts from the Monday event-date columns. Syncs from "Clients Journey OS" every 6 hours.
| Movement | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Outs | 0 | 2 | 4 | 1 | 0 | 2 | 1 | 0 | 0 | 1 | 0 | 0 |
| Success Stories | 1 | 1 | 0 | 2 | 0 | 1 | 4 | 2 | 2 | 0 | 2 | 2 |
| Upsells | 1 | 0 | 1 | 3 | 1 | 1 | 0 | 1 | 0 | 1 | 1 | 0 |
| KPI | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|
| Active Clients | 27 | 27 | 28 | 28 | 28 |
| Inactive | 7 | 7 | 7 | 7 | 6 |
| Spots Available | 33 | 48 | 47 | 47 | 47 |