Active Constraints
6
Est. Monthly Revenue Leak
$67.4K
Resolved This Quarter
3
Avg Days to Resolve
34
📊 All Constraints Ranked by Revenue Impact
| # | Constraint | Domain | Status | Owner | Revenue Leak/mo | Impact | Days Open |
|---|---|---|---|---|---|---|---|
| 1 | Close rate variance by salesperson | Sales | Active | James | $18,200 | 42 | |
| 2 | Strategy session no-show rate (15.4%) | Sales | Active | Marketing / Sales | $12,350 | 38 | |
| 3 | Source attribution broken (23% missing) | Marketing | In Progress | Marketing | $11,400 | 56 | |
| 4 | Cold-Nurture is a dumping ground | Marketing | Active | Marketing | $8,600 | 90+ | |
| 5 | Kickoff quality variance | Sales / CS | In Progress | James | $6,800 | 28 | |
| 6 | Payment timing not tracked | Sales | Active | Finance | $4,200 | 60+ | |
| 7 | Post-sale blindspot (sales → CS handoff) | Operations | Active | CS Manager | $3,400 | 45 | |
| 8 | Talent matching speed unmeasured | Operations | In Progress | Recruitment Head | $2,800 | 21 | |
| 9 | Kommodo video compliance unclear | Client Success | Active | CS Manager | $2,200 | 30 | |
| 10 | Salesperson attribution on won deals | Sales | Resolved | James | $0 (fixed) | ✓ 14d | |
| 11 | Review cadence compliance | Client Success | Resolved | CS Manager | $0 (fixed) | ✓ 21d | |
| 12 | No team roadmapping for client expansion | Client Success | Resolved | CS Manager | $0 (fixed) | ✓ 28d |
🔴 Active Constraints — Detail View
1
Close Rate Variance by Salesperson
Sales · Critical Impact
Ed closes at 42%, Victor at 28%. Same lead quality, different outcomes. Victor's objection handling needs work — he loses deals at the "price" stage 3x more than Ed.
Revenue Leak
$18.2K/mo
Days Open
42
Action Items
☐
Shadow Ed for 3 sales calls, document patterns
Due: 2 Apr
☐
Build objection handling playbook from Ed's techniques
Due: 7 Apr
☐
Weekly role-play sessions: Victor + Ed
Due: Ongoing
2
Strategy Session No-Show Rate
Sales · Critical Impact
15.4% no-show rate. 19 people booked and didn't turn up. Each no-show = ~$650 in lost pipeline value. Tuesday and 9AM are the worst slots.
Revenue Leak
$12.4K/mo
Days Open
38
Action Items
☐
Add SMS confirmation 2hr before (AMK automation)
Due: 31 Mar
☐
Pre-call video completion check before booking confirms
Due: 4 Apr
☐
Test removing 9AM Tuesday slot (highest no-show)
Due: 7 Apr
3
Source Attribution Broken
Marketing · Critical Impact
23% of leads have wrong/missing source. Making marketing spend decisions with dirty data. UTM capture is inconsistent on mobile, "Direct" bucket is inflated.
Revenue Leak
$11.4K/mo
Days Open
56
Action Items
✓
Audit all UTM parameters on active ads
Done
☐
Implement server-side UTM capture (bypass mobile stripping)
Due: 10 Apr
☐
Retroactively tag 34 "Direct" leads via landing page analysis
Due: 4 Apr
4
Cold-Nurture Is a Dumping Ground
Marketing · High Impact
147 leads sit in nurture with no exit-point tagging. Can't build targeted re-engagement sequences without knowing WHERE they dropped. Generic emails = 22% open rate (below industry avg).
Revenue Leak
$8.6K/mo
Days Open
90+
Action Items
☐
Tag all 147 leads by exit stage in AMK
Due: 3 Apr
☐
Build Post-Strategy follow-up sequence (5 emails)
Due: 10 Apr
☐
Add SMS touchpoints to all nurture sequences
Due: 14 Apr
5
Kickoff Quality Variance
Sales / CS · High Impact
Victor's kickoff checklist compliance is 25 points below Ed's. Skips Kommodo intro 56% of the time. Clients report confusion on next steps — this is the handoff point that predicts retention.
Revenue Leak
$6.8K/mo
Days Open
28
Action Items
✓
Implement transcript sentiment analysis
Done
☐
Mandatory post-kickoff checklist sign-off in AMK
Due: 4 Apr
☐
Victor kickoff coaching: shadow Ed for 3 kickoffs
Due: 11 Apr
6
Payment Timing Not Tracked
Sales · High Impact
Payment happens on strategy call or via link after, but time-to-payment isn't tracked as a sales metric. Some clients take 7+ days to pay — delaying kickoff and creating cash flow gaps.
Revenue Leak
$4.2K/mo
Days Open
60+
Action Items
☐
Add "Payment Received" timestamp field in AMK
Due: 4 Apr
☐
Build automated payment reminder (day 1, 3, 5)
Due: 10 Apr
☐
Track time-to-payment as sales KPI in dashboard
Due: 14 Apr
🟢 Resolved Constraints — What We've Fixed
| Constraint | Domain | Resolved | Time to Fix | Revenue Recovered | How We Fixed It |
|---|---|---|---|---|---|
| Salesperson attribution on won deals | Sales | 15 Mar 2026 | 14 days | $8,400/mo | Added calendar owner field in AMK pipeline. Built automation to tag deal with salesperson from booking. Round-robin now captures individual attribution. |
| Review cadence compliance | Client Success | 8 Mar 2026 | 21 days | $6,200/mo | Automated review booking triggers in AMK. CS Operations dashboard now tracks overdue reviews. Compliance went from 62% → 89% in 3 weeks. |
| No team roadmapping for client expansion | Client Success | 22 Feb 2026 | 28 days | $7,500/mo | Created client growth plan template. CS now identifies expansion opportunities at 1MR and QBR. 4 upgrades last month vs 1/month previous average. |
📈 Total recovered: $22,100/mo from 3 resolved constraints this quarter. Average resolution time: 21 days. Goal: resolve 3 more constraints by end of Q2.
👤 Constraints by Owner — Who Needs to Deliver?
James (CEO)
3
active constraints owned
• #1 Close rate variance
• #5 Kickoff quality
• (Shared) #2 No-show rate
• #5 Kickoff quality
• (Shared) #2 No-show rate
⚠ You're blocking $37.4K/mo in revenue. Delegate or schedule focused time.
Marketing
3
active constraints owned
• #3 Source attribution (in progress)
• #4 Cold-Nurture cleanup
• (Shared) #2 No-show rate
• #4 Cold-Nurture cleanup
• (Shared) #2 No-show rate
UTM fix is in progress — push for completion by 10 Apr.
Operations / CS / Finance
3
active constraints owned
• #6 Payment timing (Finance)
• #7 Post-sale blindspot (CS Manager)
• #9 Kommodo compliance (CS Manager)
• #7 Post-sale blindspot (CS Manager)
• #9 Kommodo compliance (CS Manager)
These are lower impact but easy wins. CS Manager can knock out #7 + #9 in a week.