Atlas Digital KPI List By Vertical

Remember: “​ We are not the highest version of ourselves that we can

imagine. We are the lowest version of ourselves that we can accept.”

Marketing
❖ Emails Scraped
❖ Emails Sent
❖ Ad Spend
❖ Intros Scheduled
❖ Cost per Booked Appointment
❖ Cost per Shown Appointment
❖ Cost per Sale

Sales (separate KPIs per salesperson)

❖ Intros Taken
❖ Demos Scheduled
❖ Demos Taken
❖ Deposits Taken
❖ New Revenue Generated
❖ Clients Closed - Paid Ads
❖ Clients Closed - Referrals
❖ Clients Closed - Cold
❖ Clients Closed - Total
❖ Intro: Close Ratio
❖ Number of Calls Per Day

Account Management
❖ Launch Calls Taken
❖ Clients Lost
❖ Current Retention Rate (month to date)
❖ % of Clients Paused
❖ Daily Check-In Calls

Ads Management (RED threshold will depend on guarantee & niche)

❖ Total Number of Live Clients
❖ % of CPL in RED
❖ % of CPShow in RED
 ❖ % of CPSchedule in RED

Leadership (option to pull out financial metrics into a separate weekly

finances report)
❖ Lifetime Value (not including ad spend)
❖ % of KPIs Out Of KPI
❖ Days Left In Bank
❖ Cash Savings
❖ Profit Margin (month to date)
❖ Weekly Revenue Generated
❖ Weekly Expenses Accrued
❖ Weekly Profit
❖ Monthly Revenue Generated
❖ Monthly Expenses Accrued
❖ Monthly Profit