Portfolio insights
Strategic indicators — not a project status board
Missions blocked by missing evidence
m3 · Website system
Decisions without experiments
None currently
Experiments without success criteria
None currently
Competing for same resources
m1 + m3 · Creative + web
Affected by same assumption
Trust signals · m1, m3
At-risk health
m2 · CAC efficiency
mission
on track
Increase qualified pipeline by 20%
Raise qualified pipeline from $4.2M to $5.0M within two quarters by improving trust signals and demand quality—not activity volume.
Baseline
$4.2M qualified pipeline / quarter
Target
$5.0M (+20%)
Phase · deliberation4 open questions3 assumptions1 experiments
Owner · Maya Chen·active·Executive strategy·mission·Jul 18, 2026·Human confirmed
Impact · +$180k pipeline attributed (in-flight)
mission
at risk
Reduce CAC while preserving win rate
Lower blended CAC by 15% without degrading enterprise win rate below 28%.
Baseline
$1,840 CAC · 29% win rate
Target
$1,564 CAC · ≥28% win rate
Phase · experiment2 open questions2 assumptions2 experiments
Owner · Sofia Alvarez·active·Finance + Growth·mission·Jul 16, 2026·Human confirmed
Impact · CAC −6% mid-experiment
mission
blocked
Launch US mid-market website system
Ship a new mid-market website and demand engine for the US region with measurable conversion from organic + paid.
Baseline
No dedicated mid-market site
Target
2.8% visitor→MQL · live Q3
Phase · execution1 open questions4 assumptions0 experiments
Owner · Maya Chen·active·Market expansion·mission·Jul 19, 2026·Human confirmed
Impact · Pre-launch
mission
healthy
Improve onboarding retention to 90-day
Increase 90-day retention from 71% to 82% by addressing trust gaps identified in support and CS.
Baseline
71% 90-day retention
Target
82% 90-day retention
Phase · signals6 open questions5 assumptions0 experiments
Owner · Priya Nair·planning·Customer Success·mission·Jul 12, 2026·Human confirmed
Impact · Not yet measured