The KPI system: from a revenue goal to Tuesday's dial count

Work backward from a revenue goal to deals, appointments, conversations and daily dials, and read answer rates to spot a spam flagged number early.

• Leading vs lagging indicators: dials, correct numbers, conversations, appointments predict revenue; revenue and closed deals only confirm what happened 90 days ago. The three that matter most: dials m
• A dial is not a full attempt: one dial = one number; a full attempt = every number on the record plus voicemail plus text; a record can hold 3-5 numbers, which is why 150 dials is achievable
• Reverse-engineer the revenue goal: revenue divided by average deal profit gives deals, then walk the conversion ladder backward: ~5:1 conversations to appointment, 1.5:1 appointments to offer, 4:1 off
• The correct-numbers-to-deals ratio: 100 correct numbers is roughly 1 deal over 12 months (conservative; July guidance 50-100, some cohorts 30-50); the August refinement sharpens it to 1 in 20 RPC insi
• Diagnostic bands: answer rate below 50% = skip-trace or spam problem; ~70% is where Ty runs; a number at ~30% is spam-flagged, kill and replace it. Live triage examples: 1 correct per 34 dials is "not
• The kpi-engine skill is the packaged version: reads the per-record activity log (the only date-accurate, caller-attributed source), fixes the new_lead counting bug, grades against the benchmark catalo
• Ladder: 5:1 convo:appt, 1.5:1 appt:offer, 4:1 offer:contract; 100 correct numbers ~ 1 deal/12mo
• Visibility alone lifts dial counts 15-20%
• The stacked funnel with the August numbers: 1,457-record list, 261 RPC, 13 correct-number sellers inside 6 months, contracts
• The supersession timeline: 32:1 (2025), 10-15:1 (July), 13.5 blended (August) on one axis
• "A dial is not an attempt": one record exploding into 5 numbers + VM + text
• The anomaly tripwire: a flat KPI line dipping through a threshold and triggering a Slack bolt
• Manual KPI sheets, the Tally Counter and hand-built dashboards are retired: Claude builds the workbook on demand and watches for anomalies; the KPI Masterclass and the old manual system are historical.