Monday, 9 a.m.: what needs you this week.
The owner opens Analytics before the team meeting. The KPI strip shows tasks done up on last month and the win rate down a little, next to the open pipeline as it stands today. Needs attention lists three overdue tasks and one person carrying twice the load of anyone else. She filters to the sales department, turns on “Compare vs prev”, and walks into the meeting with the three questions that matter.
Three questions for the meeting, before it starts.