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HHarborstone GroupIllustrative business workspace
1See2Locate3Define4Reconcile5Confirm6Act7Close
Cross-functional decision · Step 1 of 7Start with the enterprise consequence

The CEO sees that retention threatens the growth outcome, which functions are involved, and the decision date—without receiving an operational work queue.

CEO · Company brief

Where the company needs leadership.

A whole-company view of performance against the plan, the functions behind it, and the few decisions that require chief-executive attention.

Management reporting · Aug 12, 2026
FY26 enterprise · Strategic commitmentGrow recurring revenue without weakening the client franchise.Client Retention · Target 88.0% · Accountable: Maya Chen
FY26 revenue forecast$48.2m+1.5% vs plan
Delivery margin26.8%−2.2 pts vs plan
Client retention—Decision blocked
Annual commitments on course3 / 4One leadership response due
On-time delivery92.1%+2.5 pts year over year
Executive attention · Decision due Aug 14

The company has two retention answers. Neither can guide the plan yet.

CRM shows 91.8%; the contract-and-billing standard shows 84.6%. Four functions are involved, but the CEO sees one enterprise consequence: the Durable Client Growth commitment cannot be judged.

Company functions

A glimpse across the business

FinanceAmara Okafor · CFO

Profitable growth

  • FY26 forecast $48.2m
  • Delivery margin 26.8%

Margin is 2.2 points below plan

attentionApprove delivery remediation envelope
Market & GrowthSofia Ramirez · CMO

Durable client growth

  • Pipeline coverage 3.2×
  • CAC payback 14.2 months

Retention weakness concentrated in two segments

attentionReallocate Q4 lifecycle spend
OperationsPriya Shah · COO

Reliable delivery

  • On-time delivery 92.1%
  • 3 of 4 commitments on course

Client intervention requires 420 hours

on courseRebalance next 90 days of capacity
Client OperationsMarcus Reed · VP

Client value and retention

  • Retention 84.6% candidate
  • $3.4m renewal value at risk

18 accounts require an intervention

decision dueApprove account response and definition
Revenue OperationsTheo Martin · Director

Commercial control

  • Forecast accuracy 91%
  • 20 source exceptions

CRM and billing do not reconcile

attentionResolve exception set before review
People & TechnologyExecutive team

Scalable operations

  • 86 employees
  • 99.96% critical-system uptime

Two integration roles remain open

on courseSequence platform hiring with Q4 plan
CEO docket

2 decisions or risks

Client Retention cannot enter the Growth Review

Two defensible definitions produce 91.8% and 84.6%. The financial basis, business rule, and acquired-account exception need resolution.

Before Aug 14
Resolve definition
Delivery-margin remediation envelope

Finance and Operations propose a $420k Q4 capacity shift.

Decision Aug 18
Review capital