Targets against actuals

Each key result in the last plan is checked against where it should be by now. Green, amber or red, with the rule that decides it.

2-minute readUpdated October 2026

Read itFor owners. No formulas.For a CPA or CFO. Sources and tables.For an analyst. The formula and the policy.

Did the plan land?

Every key result in the last plan had a target and a date. A year later the re-run checks each one against where it should be by now, and marks it green, amber or red. In the sample, one of five is on or ahead of its path.

1 of 5Key results on or ahead of the path13 months in

1Amberseat growth

3Redprice, overhead, margin

Where each key result should be, and where it isShare of the way from the last run’s figure to the target

Seat-price trendred
−1.5% a yearnow −1.5% a year · expected +1% a year+1% a year · 12 mo
Customer churngreen
5.7% a yearnow 4.7% a year · expected 5.09% a year4% a year · 36 mo
Overheadred
34%now 33% · expected 31.29%29% · 24 mo
Service gross marginred
61%now 62% · expected 63.71%66% · 24 mo
Seat growthamber
6.5% a yearnow 7.6% a year · expected 7.85% a year9% a year · 24 mo

How to read it. Each bar runs from last year’s figure on the left to the target on the right. The fill is how far the business has come; the dark tick is where a straight-line path says it should be by now.

How a status is set

The expected position is a straight line from last year’s figure to the target. Green means at least 90% of the expected progress. Amber means between half and 90%. Red means under half, or moving the wrong way.

Key result	Last run	Target · by	Expected now	Actual now	Status
Seat-price trend	−1.5% a year	+1% a year · 12 mo	+1% a year	−1.5% a year	red
Customer churn	5.7% a year	4% a year · 36 mo	5.09% a year	4.7% a year	green
Overhead	34%	29% · 24 mo	31.29%	33%	red
Service gross margin	61%	66% · 24 mo	63.71%	62%	red
Seat growth	6.5% a year	9% a year · 24 mo	7.85% a year	7.6% a year	amber

The quarterly board page

The same check runs every quarter on one page: the value and what moved it, the key results, the team measures behind them, the regulatory gates and the next quarter’s work.

Corrective action. Red for two consecutive periods on any committee measure triggers a corrective-action review
Gates. Gates are checked against the public records each quarter, not against the calendar
Probabilities. The plan’s odds of success are replaced by actuals as they land

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