CapacitAI KPI Dashboard

Executive Summary

Top-level business health at a glance. Update from the system of record on a weekly cadence.

Learner Funnel

Lead → enrollment call → paid enrollment → completion.

New Learner Leads

[pending]

data hook: learner pipeline

Enrollment Conversion

[pending]

data hook: paid enrollments / leads

Funnel detail table

Stage	Count	Rate	Days to Next	Status
Website visitors	[pending]	[pending]	—	hook ready
Learner leads	[pending]	[pending]	—	hook ready
Enrollment calls held	[pending]	[pending]	[pending]	hook ready
Paid enrollments	[pending]	[pending]	[pending]	hook ready
Cohort completions	[pending]	[pending]	[pending]	no active cohort

Employer Funnel

Inquiry → discovery → proposal → close.

Employer Inquiries

[pending]

data hook: employer pipeline

Discovery-to-Proposal Rate

[pending]

data hook: proposal sent / qualified

Closed Employer Deals

[pending]

data hook: closed deals / proposals

Opportunity pipeline detail

Company	Offer	Value	Stage	Days Open	Next Action	Status
[pending]	[pending]	[pending]	[pending]	[pending]	[pending]	hook ready
[pending]	[pending]	[pending]	[pending]	[pending]	[pending]	hook ready
[pending]	[pending]	[pending]	[pending]	[pending]	[pending]	hook ready

Delivery & Quality

Track attendance, submission quality, and capstone completion.

Attendance Rate

—

No active cohort

Submission Rate

—

No active cohort

Completion Rate

—

No active cohort

Revenue & Forecast

Track cash, recognized revenue, and near-term pipeline coverage.

Revenue by offer type

Offer Type	Recognized	Cash Collected	% of Total	Status
Your AI Edge	[pending]	[pending]	[pending]	hook ready
Team AI Diagnostic	[pending]	[pending]	[pending]	hook ready
Workshops / Cohorts	$0	$0	0%	not launched
Total	[pending]	[pending]	[pending]

Metric Definitions & Data Hooks

Definitions for the dashboard metrics and their source fields.

Metric	Definition	Source	Collection method	Target
Learner leads	New inbound learner prospects in the period	`learner-pipeline.csv`	CRM / intake log	Weekly growth trend
Enrollment call rate	Enrollment calls held divided by learner leads	`learner-pipeline.csv`	CRM / calendar log	Improve monthly
Enrollment conversion	Paid enrollments divided by enrollment calls held	`invoicing-payments.csv`	Payment tracker	Improve monthly
Employer inquiries	New employer prospects in the period	`employer-pipeline.csv`	Inquiry log / discovery requests	Weekly growth trend
Closed employer deals	Signed cohort or team training engagements	`employer-pipeline.csv`	Deal stage update	At least 1 early proof deal
Completion rate	Learners who finish all required Your AI Edge steps	`cohort-delivery.csv`	Attendance and submission tracker	80%+ after launch
Cash collected	Actual cash received during the period	`invoicing-payments.csv`	Payment ledger	Match closed deals

Founding Cohort Funnel Targets

Target conversion rates for the first Your AI Edge founding cohort (10 seats at $745). Based on Hormozi $100M Leads framework.

Funnel Stage	Definition	Target Rate	Volume Needed
Unique visitors	Site visits to capacitai.netlify.app	—	3,000–4,000
Lead magnet opt-in	Download free template / watch demo / join email list	10–15%	300–400
Booked enrollment call	Schedules a call from email nurture or direct CTA	8–12%	30–50
Call held (show rate)	Actually attends the scheduled call	55%	20–30
Paid enrollment	Pays $745 (founding) or $1,490 (standard)	25–30%	7–10
Completion	Finishes all sessions and submits both work outputs	75%	6–8
Video testimonial	Records 60-sec testimonial + leaves LinkedIn review	85%	5–7
Referral booked	At least 1 referral books an enrollment call	40%	3–4

Key insight: To fill 10 seats at 25% call-to-paid conversion, you need ~40 enrollment calls. To get 40 calls at 10% lead-to-call, you need ~400 engaged leads. To get 400 leads at 10% visitor-to-lead, you need ~4,000 unique visitors.

#1 bottleneck: Perceived likelihood (no reviews, no testimonials, no case studies, no guarantee). Adding a results-based guarantee to the offer page is the highest-leverage fix.

Refresh Schedule

Update cadence for the operating review.

Source Systems

Learner pipeline: data/system-of-record/learner-pipeline.csv
Employer pipeline: data/system-of-record/employer-pipeline.csv
Cohort delivery: data/system-of-record/cohort-delivery.csv
Assessment: data/system-of-record/assessment-completion.csv
Invoicing: data/system-of-record/invoicing-payments.csv

Cadence

Daily: leads, enrollment inquiries
Weekly: enrollment, employer pipeline, cash collected
Monthly: revenue recognized, completion rate, scorecard summary

CapacitAI KPI Dashboard — Template

Executive Summary

Learner Funnel

Employer Funnel

Delivery & Quality

Revenue & Forecast

Metric Definitions & Data Hooks

Founding Cohort Funnel Targets

Refresh Schedule

Stay in the loop