Reporting & KPI Definition Sheet
Agree success metrics and reporting cadence before launching
💡 Agree on success metrics and reporting cadence before launching. You cannot optimise what you have not defined. Your Onboarding Manager will review these benchmarks with you.
Define what success looks like, which metrics will be tracked, and how often you will review performance. This prevents misaligned expectations and ensures the team focuses on the right signals.
Section 1 — Primary Success Metrics
Set targets for each metric. These will be reviewed at every optimisation session.
Metric | Definition | Your Target | Nova Benchmark |
Email open rate | % of contacts who opened at least one email |
| 45–60% |
Overall reply rate | % of contacts who replied (any reply) |
| 3–8% |
Positive reply rate | % of contacts who expressed interest |
| 1–3% |
Meeting booked rate | % of positive replies that converted to meeting |
| 30–50% |
Meetings per month (steady state) | Target meetings from Nova monthly |
| Varies by volume |
Pipeline generated (£/month) | Revenue opportunity created from Nova |
| Varies by ACV |
Section 2 — Leading vs Lagging Indicators
Leading indicators tell you if the campaign is on track early. Lagging indicators confirm final outcomes. Focus on leading indicators in Weeks 1–4.
Type | Metric | What It Tells You | When to Review |
Leading | Open rate | Deliverability + subject line performance | Days 1–3 |
Leading | Reply rate (Week 1) | Message relevance to audience | Week 1–2 |
Leading | Positive reply rate | ICP accuracy + messaging quality | Week 2–3 |
Lagging | Meetings booked | Full funnel conversion working | Week 3+ |
Lagging | Pipeline generated | Commercial return from Nova | Month 2+ |
Section 3 — Reporting Cadence
Weekly review frequency | Enter response |
Who attends the review? | Enter response |
How is data shared? (Dashboard / email / call) | Enter response |
Day + time of weekly check-in | Enter response |
Monthly Business Review date | Enter response |
Section 4 — Dashboard & Reporting Setup
Setting | Status |
Nova dashboard access confirmed (Y/N) |
|
Who is the primary dashboard user? |
|
Are reports shared with leadership? (Y/N) |
|
CRM integration for pipeline tracking (Y/N) |
|
✅ Definition of Done☐All primary metrics have agreed targets☐Leading and lagging indicators understood☐Reporting cadence set with dates and attendees confirmed☐Dashboard access confirmed for all stakeholders☐Onboarding Manager has signed off on KPI targets
💡 Submission & Next Step›Complete and review with Onboarding Manager at end of Stage 1›KPI targets locked before campaign launches›Reviewed and updated at every Monthly Business Review
Nova — AI Outbound by Launched Tech help.launchedtech.io | [email protected]