Benchmarks

This is where you set your goals (benchmarks) across everything you measure in your yard.

Not everything that can be counted counts, and not everything that counts can be counted.

— W. Bruce Cameron (American Author and Columnist)

Quotes

Drives the Quotes queue and Overview driver

7 days

days before an open quote needs action

3 days

quotes younger than this are hot

7 days

warm until this, cold after

Margin & credits

Drives Sales bands and the Overview score

42 %

at or above = good

36 %

between watch and healthy = watch

28 %

below = breach, red on every page

5 %

credits/sales above this breaches

Operations & marketing

Drives customers at-risk and data-quality targets

3 days

days before an uninvoiced work order is late

60 days

quiet days before an account flags

90 days

quiet days before winback automation targets them

60 %

% of accounts that should have an email

Persisted per yard when the overnight Pinnacle pull lands — this round, values live in the session.