EIL Roadmap Tab User Guide
Overview
The Roadmap tab shows the company’s main goals and the live numbers that affect whether we reach them.
Use it to see at a glance where we are on track and where we are falling behind.
Note: This tab has no date filters, search, or sorting. It always shows the current picture.
Where the Data Comes From
The numbers come from the same systems used by the dashboard’s other tabs.
| Source | What it provides |
|---|---|
| Invoiced | Revenue data. |
| Client roster | Retention and mentor capacity data. |
| Attention AI | Member health data. |
Each card shows its source. Goal cards also show when the data was last updated.
Nothing needs to be entered by hand.
Understanding the Two Sections
| Section | What it answers |
|---|---|
| Goals | What are we committing to, and how close are we? |
| Signals | What is the data saying right now, and which goal does it affect? |
Goals
Each goal appears as a card with its title, measurement frequency, progress, and source.
Available Goals
| Goal | What it tracks |
|---|---|
| Annual revenue | Revenue so far this year against the yearly goal. |
| 12-month retention | The share of clients retained over the last 12 months against the target percentage. |
| Mentor capacity | How full the mentors are against the ceiling we want to stay under. |
A goal only appears when its data is available. For example, the revenue goal appears once revenue has synced.
How to Read a Goal Card
- Current / target: The number today followed by the number we are aiming for, such as “$1.2M / $3M.”
- Progress bar: Shows how far along we are. A marker indicates where we should be by now, known as the pace. If the filled part reaches the marker, we are on pace.
- Color: Green means on track. Amber means behind or at the limit.
- Source and Updated: Show where the number comes from and how recently it refreshed. Capacity shows “now” because it is always live.
Signals
Signals are smaller cards that show a single live number.
Each card names the goal it affects at the bottom left, such as “Affects Revenue goal,” and shows its source at the bottom right.
Revenue Signals
| Signal | Meaning |
|---|---|
| Revenue pace variance | How far ahead of or behind the revenue pace we are, expressed as a percentage. A plus sign means ahead. Affects the Revenue goal. |
| MRR | Monthly recurring revenue, including the change since last month. Affects the Revenue goal. |
Retention Signals
| Signal | Meaning |
|---|---|
| Net revenue retention | The share of revenue kept after upgrades and downgrades. A value of 100% or more means we are growing revenue from existing clients. Affects the Retention goal. |
| Member health | The share of scored clients who are healthy. Affects the Retention goal. |
Capacity Signals
| Signal | Meaning |
|---|---|
| Open capacity | How many mentor slots are still free. Affects the Capacity goal. |
| Mentors over ceiling | How many mentors are at or above the workload limit. Any number above zero means clients may need to be rebalanced. Affects the Capacity goal. |
Note: This tab has no date filters, search, or sorting. It always shows the current picture.
How Goals and Signals Work Together
A goal tells you whether we are on track. Signals help explain why.
For example, if the revenue goal is behind pace, check Revenue pace variance and MRR to help understand whether new revenue or existing clients are the issue.
FAQ'S
Why is a goal or signal missing?
Its data has not synced yet or is not available. Check the Integrations tab to see whether the source is connected and recently updated.
Why does Member health show a dash?
Attention AI is not set up or has not synced. The note on the card explains which condition applies.
Why are the targets set to these values?
Targets are set by the company and can be changed by admins. Ask an admin if you need to know the current values.
Can I change a goal here?
No. The Roadmap tab is view-only.
Why can’t I see this tab?
This tab requires the Roadmap permission. Ask an admin to enable it for your account.