Tegan — every customer, every conversation

Playbook · Orchestration

Full-Funnel KPI Template

A ready-to-use dashboard template for the six full-funnel KPIs, designed for the revenue leader. Contents: the six metrics (response time, activation…

Piece 6 of 15·Orchestration chapter

A ready-to-use dashboard template for the six full-funnel KPIs, designed for the revenue leader. Contents: the six metrics (response time, activation rate, genuine resolution rate, NRR, effective CAC, handoff quality) with a clear definition and recommended formula for each; a "view as one chain" layout that visually links the stages and highlights the seams between them; guidance on instrumenting handoff quality (context-retention + latency at each transition), the metric most companies lack; target/benchmark bands (placeholder until anchor-report data lands). Build notes: provide as a spreadsheet template plus an on-page interactive version; emphasize the chain view over isolated gauges; link to the Customer Conversation Audit and the State of NRR Report.

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