Account Manager KPI Dashboard

Performance metrics and key indicators

Overall Performance Score

Weighted composite of all KPIs

93%
Meeting Target
Financial Performance (25% Weight)
Monthly Recurring Revenue
$185,000
Target: $300,00062%
Annual Recurring Revenue
$2,220,000
Target: $3,600,00062%
Upsell Revenue (Quarter)
$42,000
Target: $50,00084%
Gross Margin
52%
Target: 55%95%
Client Retention & Satisfaction (25% Weight)
Client Retention Rate
96%
Target: 95%101%
Churn Rate
4%
Target: 5%80%
Net Promoter Score
58
Target: 50116%
CSAT Score
4.6/5.0
Target: 4.5/5.0102%
Growth & Expansion
Upsells (Quarter)
8
Target: 1080%
Cross-Sells (Quarter)
12
Target: 1580%
Expansion Revenue %
18%
Target: 20%90%
Avg Deal Size
$5,250
Target: $6,00088%
Client Engagement (15% Weight)
QBR Completion Rate
100%
Target: 100%100%
Client Touchpoints
156
Target: 16098%
Response Time (hours)
1.2
Target: 2.060%
Executive Meetings
24
Target: 2596%
Operational Excellence
Accounts Managed
22
Target: 2588%
SLA Compliance
97%
Target: 95%102%
Projects On-Time
88%
Target: 90%98%
Escalation Rate
3%
Target: 5%60%
Action Items & Focus Areas
Increase Upsell Activity
Currently at 8/10 target. Schedule discovery calls with 2 key accounts this week.
Project On-Time Delivery
88% vs 90% target. Review project timelines with delivery team.
Outstanding QBR Performance
100% completion rate achieved! Keep up the excellent client engagement.