Get instant insights into your business performance with AI-powered projections and strategic recommendations.
Current ROI
66.7%
Projected growth
Profit Margin
40.0%
Net profit margin
Customer Impact
100.0%
ROI boost from customers
Overall Performance
68.0/100
Financial + Customer score
Your Business Metrics
Growth Targets
0%
Select forecast period (1–12 months)
Strategic Progress
ROI Projections
84.0%
Projected ROI
in 12 months
$634K
Projected Revenue
in 12 months
Growth Trajectory
M1 → M6
M1
68%
M2
69%
M3
71%
M4
72%
M5
74%
M6
75%
AI-Powered Insights
Personalized recommendations
12
Month Forecast
20%
Growth Target
26%
ROI Improvement
Edit Monthly Targets
Additional Code Requests
Request Additional Code Development
New Code Request
Edit Code Request
Invoice
Send Invoice via Email
Performance Strategy Items
How to Use Performance Strategy Items
Step 1: Click "New Strategy Item" to create a strategy item.
Step 2: Fill in the details:
Name: Give your strategy item a clear, descriptive name (e.g., "Increase Customer Retention Rate")
Type: Choose Performance, Execution, Strategic, or Operational
Priority: Set priority level (Low, Medium, High, Critical)
Target Date & Value: Set goals and deadlines
Step 3: Use these strategy items in "Strategy Analysis" to link them with ROI elements and track their impact on your business performance.
Strategy Items
New Performance Strategy Item
Strategy Analysis
How to Use Strategy Analysis
Step 1: Click "Create Link" to connect ROI elements with strategy items.
Step 2: Select the relationship type:
Measures: The ROI element measures the success of the strategy item (e.g., Revenue measures "Increase Sales")
Drives: The ROI element directly drives the strategy item (e.g., Marketing Campaign drives "Brand Awareness")
Supports: The ROI element supports the strategy item (e.g., Training Program supports "Employee Productivity")
Depends On: The strategy item depends on the ROI element (e.g., "Customer Satisfaction" depends on Support Quality)
Step 3: Set the Impact Weight (0.1 to 10.0) to indicate how strongly the element affects the strategy.
Step 4: View the visual relationship map to understand how your ROI elements align with your strategic goals.
Element-Strategy Relationships
Create Element-Strategy Link
Format Views - Part III
Strategy Map
Balanced Scorecard view with Financial, Customer, Internal Process, and Learning & Growth perspectives
Four perspectives
Strategic alignment
Performance indicators
Strategic Initiative
Comprehensive strategic implementation framework with objectives, timeline, and success metrics
Implementation plan
Timeline view
Success metrics
Grant Proposal
Professional grant proposal format with budget breakdown, timeline, and impact assessment
Budget breakdown
Impact metrics
Professional format
Organizational Chart
Performance-driven organizational structure showing roles and responsibilities for each element category
Role definitions
Hierarchy view
Responsibilities
Value Chain
End-to-end value creation process showing how elements flow through primary and support activities
Process flow
Value creation
Activity mapping
Stream Value Added
End-to-end value stream mapping showing input, process, output, and outcome streams
Stream mapping
Value flow
Optimization insights
AI Custom Format
Generate custom formats using AI based on your specific requirements and analysis needs
AI-powered
Customizable
Flexible output
About Format Views
These format views allow you to visualize your ROI elements in different strategic frameworks.
Each format is designed to provide unique insights and perspectives on your performance data,
making it easier to communicate with stakeholders and make informed decisions.
