Performance Overview
Performance is what you see. | Health is what sustains it. | Compass OS connects the two.
Performance — Primary Output
Revenue — All Teams
The Three Drivers of Performance
Red Flag Performance Model
Performance is produced through three interdependent drivers:
- Production — creating opportunities to deliver advice
- Advice Quality — strength of thinking and preparation
- Change Rate — client decision to act
Production (Quadrant 3 Meetings)
142
Target
180
Gap
−38
↓ 21% below target
Advice Quality
6.8/10
Target
7.5
Gap
−0.7
↓ Below threshold
Change Rate
61%
Target
70%
Gap
−9%
↓ 9pts below target
Production — Above the Line (Quadrant 3 Meetings)
The goal is to stay above the line. Diagonal = target pace of 180 meetings/quarter.
Advice Quality & Change Rate (Correlation)
Advice Quality Readiness (Pre-Quadrant 3)
Case Age Distribution
18
30d
14
60d
8
90d
4
120d
2
180d
1
180+
47 total cases — showing readiness for 90 days window (15 cases)
Incomplete
Advice Quality
Roadblocks weakest in the 90-day window. Strong needed before Quadrant 3.
Key Insights
Advice Quality below Strong in 6 of 15 cases — clients entering Quadrant 3 meetings unprepared. Roadblocks is the primary drag.
Change Rate declining 3 consecutive months — clients are not choosing to change despite adequate production. Weak Impact across 5 cases suggests advisors aren't connecting recommendations to client goals.
Production gap of 38 meetings — at current Advice Quality and Change Rate, closing this gap alone would recover only $380K of the $900K shortfall.
West Region outperforming — Advice Quality holding at Strong vs Incomplete company-wide. Pattern: stronger Roadblocks documentation in Quadrant 1/Quadrant 2 conversations.
System Health Snapshot
Performance
−17.6% vs target
Production (Quadrant 3)
−21% vs target
Advice Quality
−0.7 below threshold
Change Rate
−9pts, declining trend