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{"strategicObjective":"Lift average client margin to 40% within 6 months by scoring all clients and repricing/off-boarding bottom-tier accounts to fuel 20% net-profit growth.","scorecardName":"Profitable Client Portfolio","scorecardShortName":"Profit Clients","scorecardKeyId":"profitable_client_portfolio","scorecardGuideMd":"### Strategy Summary\nPrioritize high-margin, low-friction clients to lift profits and morale.\n\n### Goal→Work→Proof Flow\nScoring 100% of clients and acting on bottom-tier accounts (Work) shifts revenue mix toward high-margin customers and drives net profit (Proof), accomplishing the 40% average client margin Goal.\n\n### Weekly Execution Plan\nMon: update client score sheet; Tue-Wed: schedule repricing/off-boarding; Thu: send proposals or exit letters; Fri: review dashboard and plan next steps.\n\n### Success Indicators & Pivots\nIf scoring <90%, assign owner. If margin rises but high-margin share lags, intensify upsells. If net profit flat, cut low-value services.\n\n### Key Success Factor\nRelentless action on low-margin clients every week.","frequency":"Weekly","metrics":[{"metricKeyId":"profit-margin-goal","metricName":"Average Client Gross Margin","metricDescription":"Mean gross profit margin across all active clients after applying the profitability filter—core indicator of portfolio health and pricing power.","okrType":"Goal (Objective)","guideMd":"Track in ERP ▸ Reports ▸ Client Profit. Record latest avg margin weekly; if <40%, fast-track price rises or client exits. Review every Friday.","metricValue":{"type":"AVG","dataType":"Percentage(%)","value":0},"metricGoal":{"goalType":"Increase KPI","goal":40}},{"metricKeyId":"client-scoring-complete","metricName":"Client Profitability Scoring Completion","metricDescription":"Percent of active clients evaluated and tagged for margin and friction; completion ensures data-driven decisions.","okrType":"Work (Key Action)","guideMd":"Update \"Client Filter\" sheet; mark scored clients yes/no. Calculate % via COUNTIF. Push daily reminders; hit 100% by week 4; review each Monday.","metricValue":{"type":"Latest","dataType":"Percentage(%)","value":0},"metricGoal":{"goalType":"Increase KPI","goal":100}},{"metricKeyId":"bottom-tier-actions","metricName":"Bottom-Tier Client Actions Executed","metricDescription":"Percent of identified low-margin clients repriced or off-boarded—direct lever to shift margin mix.","okrType":"Work (Key Action)","guideMd":"Log repriced/off-boarded clients in tracker; divide completed by identified for %. Hold account leads to weekly targets; reach 90% by week 10.","metricValue":{"type":"Latest","dataType":"Percentage(%)","value":0},"metricGoal":{"goalType":"Increase KPI","goal":90}},{"metricKeyId":"high-margin-revenue-share","metricName":"Revenue Share from High-Margin Clients","metricDescription":"Portion of total revenue generated from clients with >30% margin—evidence of profitable client concentration.","okrType":"Proof (Key Result)","guideMd":"Segment revenue in accounting tool by margin tag; compute high-margin share weekly. If <75%, redirect marketing to A-tier profiles and upsell good clients.","metricValue":{"type":"Latest","dataType":"Percentage(%)","value":0},"metricGoal":{"goalType":"Increase KPI","goal":75}},{"metricKeyId":"net-profit-margin","metricName":"Company Net Profit Margin","metricDescription":"Overall net profit margin across the company—ultimate proof that the client filter is boosting bottom-line results.","okrType":"Proof (Key Result)","guideMd":"Pull monthly P&L; calculate net profit ÷ revenue. Track latest value; if <20%, audit expenses and tighten pricing. Review with CFO monthly.","metricValue":{"type":"Latest","dataType":"Percentage(%)","value":0},"metricGoal":{"goalType":"Increase KPI","goal":20}}]}
