Manager Review Dashboard
Approvals, coaching reviews, and improvement plans — everything a manager needs to close the loop.
Deliverable Approvals
Stars finalize only after approval.
| Team Member | Deliverable | Project | KPI | Due | Quality | Stars | Status | Action |
|---|---|---|---|---|---|---|---|---|
| Mary Seats | Q3 launch campaign brief | Clique Launch | Qualified Leads | 2026-07-24 | 96% | ★ 15 | Approved | |
| Semone Montelongo | Sponsor deck v4 | Born To Teach | Sponsorship Revenue | 2026-07-26 | 88% | ★ 10 | Under Review | |
| Semone Montelongo | Vendor contract packet | Born To Teach | Vendor Contracts Signed | 2026-07-20 | — | ★ 0 | Overdue | |
| The Icing Agency | Launch reel batch (6) | Clique Launch | Reels Delivered | 2026-07-25 | 94% | ★ 15 | Approved | |
| Borsos Media | Cold audience creative refresh | Evergreen Ads | Cost Per Lead | 2026-07-22 | 74% | ★ 0 | Revision Requested | |
| Christy Alvarez | Fulfillment SOP rewrite | Ops Reset | Fulfillment SLA | 2026-07-30 | 90% | ★ 15 | Submitted | |
| Christy Alvarez | Weekly member digest | Member Success | Support Response Time | 2026-07-29 | — | ★ 0 | In Progress | |
| Latrice Galloway | Media pitch list | Personal Brand | Media Features | 2026-07-31 | 98% | ★ 20 | Completed |
Goal Sign-Off
Confirm completed goals so stars and badges post.
| Goal | Owner | Horizon | Target | Current | Due | Status | Action |
|---|---|---|---|---|---|---|---|
| Grow qualified leads 20% | Mary Seats | Monthly | 1,560 | 1,420 | 2026-07-31 | On Track | |
| Email list to 40k | Mary Seats | Quarterly | 40,000 | 37,820 | 2026-09-30 | On Track | |
| Sponsorship revenue $120k | Semone Montelongo | Quarterly | $120,000 | $96,000 | 2026-09-15 | At Risk | |
| Vendor contracts signed | Semone Montelongo | Monthly | 18 | 11 | 2026-08-10 | Needs Support | |
| Fulfillment SLA to 95% | Christy Alvarez | Monthly | 95% | 82% | 2026-08-15 | At Risk | |
| Publish 60 assets | The Icing Agency | Monthly | 60 | 62 | 2026-07-31 | Exceeded | |
| Cost per lead under $6.50 | Borsos Media | Monthly | $6.5 | $9.4 | 2026-08-05 | At Risk | |
| Complete ads certification | Borsos Media | Development | 100% | 45% | 2026-09-30 | In Progress | |
| Speaking stages booked | Latrice Galloway | Annual | 10 | 9 | 2026-12-31 | On Track | |
| Support response under 4 hrs | Christy Alvarez | Weekly | 4 hrs | 3.1 hrs | 2026-08-02 | Completed |
Coaching Suggestions
Generated automatically from performance data, then reviewed by a manager.
Why: Cost Per Lead is $9.40 against a $6.50 target — 69% of goal — which pushes paid acquisition above the profitability threshold.
Action: Audit the three highest-spend audiences, retire creatives past 7 days of frequency 3+, and A/B the Clique landing page headline.
Why: No weekly performance form was submitted for the week of July 20, so lead attribution could not be verified.
Action: Submit the weekly form every Friday by 3pm with campaign-level results attached.
Why: Three deliverables were late in the last 30 days and the vendor contract packet is 8 days overdue, which is holding the Vendor Contracts Signed KPI at 61%.
Action: Set internal deadlines two days ahead of due dates and escalate legal review blockers within 24 hours.
Why: Fulfillment SLA is 82% against a 95% standard, and three items are currently blocked at the warehouse.
Action: Run a daily 15-minute warehouse standup and publish a same-day exceptions list.
Why: Content Published is above target at 103%, but Social Engagement Rate is 4.1% against a 5.2% goal — output is strong while resonance is dipping.
Action: Review the top five posts of the last 60 days and rebuild next week's calendar around those two formats.
Why: Campaign ROAS is 3.4x against a 4.0x target — 85% of goal — while lead volume is above target, suggesting spend mix rather than demand.
Action: Reallocate 20% of budget from prospecting to retargeting and report the delta at the next executive review.
Performance Improvement Plans
Supportive, data-based, and never punitive.
Concern: Paid acquisition efficiency is trending away from target.
Supporting data: Cost Per Lead $9.40 vs $6.50 target for 3 consecutive weeks; Email Click Rate 2.6% vs 3.5%.
KPI affected: Cost Per Lead
Expected standard: Cost per lead at or below $6.50 with click rate at or above 3.5%.
Support offered: Creative hours from The Icing Agency and a paid-media coaching session
Deadline: 2026-09-15
Manager notes: Strong tester — the gap is spend discipline, not effort.
Employee response: Agreed on the audience audit cadence and creative refresh schedule.
- • Audit top-spend audiences weekly
- • Refresh creative every 7 days
- • Rebuild the two lowest-performing email flows
- • 2026-08-05
- • 2026-08-19
- • 2026-09-02
Progress · CPL improved from $11.20 to $9.40 since the first check-in. · Outcome · —
Concern: Fulfillment SLA has been below standard for two reporting periods.
Supporting data: SLA 82% vs 95% standard; 4 late deliverables in 30 days; 3 blocked items.
KPI affected: Fulfillment SLA
Expected standard: 95% of orders shipped within two business days.
Support offered: Direct warehouse escalation contact and a second packing shift
Deadline: 2026-09-05
Manager notes: Most of this is vendor-side; support is the priority here.
Employee response:
- • Daily warehouse standup
- • Publish a same-day exceptions list
- • Escalate blockers within 24 hours
- • 2026-08-08
- • 2026-08-22
Progress · · Outcome · —