Business — OKR grid with acquisition funnel

// One objective with six measurable key results, each from its baseline to its target, the customer segments it serves, and the sign-up funnel whose step-to-step conversion rates the key results are meant to move.
//
// Every string below is EXAMPLE text from a fictional company: replace it.
//
// Every key result is written so that UP is better and as a number with a
// baseline measured over the previous two quarters, which is what lets the
// grid print its growth target honestly. A key result that is really
// "reduce time to value" is restated as the share of customers who reach
// value within a fixed time, so it can be read the same way as the rest.
//
// The funnel follows last quarter's 6,120 new workspaces through
// onboarding: each step names the step it came from, and the conversion
// rate between steps is computed from the counts rather than typed. The
// share that activated, 1,897 of 6,120, is the 31% baseline of the first
// key result. Product-led pipeline is qualified opportunity value in US
// dollars a month; accounts per specialist are counted per quarter.

initiative self_serve {
  title: "Make mid-market onboarding self-serve"
  owner: "VP Customer, with Product and Growth"
  horizon: "FY27 H1 (January to June)"
}

kpi activation {
  title: "Self-serve activation rate"
  baseline: 31
  target: 55
  unit: "%"
}
kpi live_in_7 {
  title: "New customers live within 7 days"
  baseline: 18
  target: 60
  unit: "%"
}
kpi nrr {
  title: "Net revenue retention, mid-market"
  baseline: 104
  target: 112
  unit: "%"
}
kpi pipeline {
  title: "Product-led pipeline per month"
  baseline: 420000
  target: 900000
  unit: "USD"
}
kpi onboarding_nps {
  title: "Onboarding NPS"
  baseline: 22
  target: 40
}
kpi accounts_per_csm {
  title: "Accounts onboarded per specialist"
  baseline: 35
  target: 80
}

segment smb {
  title: "SMB, 10 to 99 employees"
  size: 9800
  acv: 6200
}
segment mid_market {
  title: "Mid-market, 100 to 999 employees"
  size: 2400
  acv: 38000
}
segment enterprise {
  title: "Enterprise, 1000+ employees"
  size: 310
  acv: 165000
}

funnel_step signed_up {
  n: 6120
  title: "Workspace created"
}
funnel_step connected {
  n: 3860
  from: signed_up
  title: "Data source connected"
}
funnel_step activated {
  n: 1897
  from: connected
  title: "First project shared"
}
funnel_step paid {
  n: 412
  from: activated
  title: "Paid"
}

view okrs: okr_grid(self_serve)
view acquisition: funnel(signed_up)