
Leadership Scorecard
Week of 04/24/2026
Total Members
331
Goal: 350
MRR Base
$525k
Goal: $510k
Weekly Revenue
$448k
Goal: $430k
Scorecard Health
37%
7/19 on track
Executive
7FA Members
Revenue
Total MRR Base
7FA Members — 5-Week Trend
Revenue — 5-Week Trend
Total MRR Base — 5-Week Trend
| Measurable | Goal | May 1 | Apr 24 | Apr 17 | Apr 10 | Apr 3 | Trend |
|---|---|---|---|---|---|---|---|
| Net New Members | 5 | — | -4 | -4 | -5 | -1 |
Sales
New Clients Sold
Close Ratio
New Clients Sold — 5-Week Trend
Close Ratio — 5-Week Trend
| Measurable | Goal | May 1 | Apr 24 | Apr 17 | Apr 10 | Apr 3 | Trend |
|---|---|---|---|---|---|---|---|
| Strategy Sessions (Esteban) | 14 | — | 12 | 11 | 2 | 11 | +9.1% |
Marketing
New Opt-ins
Avg Cost Per Lead
New Opt-ins — 5-Week Trend
Avg Cost Per Lead — 5-Week Trend
| Measurable | Goal | May 1 | Apr 24 | Apr 17 | Apr 10 | Apr 3 | Trend |
|---|---|---|---|---|---|---|---|
| Qualified vs Unqualified | 75% | — | 66.67% | 72.73% | 100% | 40% | -8.3% |
| FB Ad Spend | $4k | — | $8k | $5k | $4k | $4k | +69.1% |
Member Success
Overall Retention %
Client Cancellations
7 Figure Agencies (Total)
Overall Retention % — 5-Week Trend
Client Cancellations — 5-Week Trend
7 Figure Agencies (Total) — 5-Week Trend
| Measurable | Goal | May 1 | Apr 24 | Apr 17 | Apr 10 | Apr 3 | Trend |
|---|---|---|---|---|---|---|---|
| MRR Churned | $2k | — | $6k | $4k | $7k | $750 | +44.5% |
| Moved to 7 Figures | 0.25 | — | 0 | 0 | 1 | 0 | |
| % of MRRs Received | 30% | — | 40% | 36% | 18% | 9% | +11.1% |
Finance
Outstanding Revenue
Successful Payment %
Outstanding Revenue — 5-Week Trend
Successful Payment % — 5-Week Trend