Equity Story
One review sheet per family. Phase 1 first, phase 2 visibly inactive below.
Review owner: Comm. ExcellenceOpen period: 2026 Q3Data debt: 3/8 extractable today
Phase 1 — reviewed now| KPI | Type | Cadence | Owner | Source | Target | Actual | Status | Trend | Comment |
|---|---|---|---|---|---|---|---|---|---|
Forecast Accuracy (rolling 8 quarters) Demonstrates that the plan is predictive. A leading indicator that contradicts the trailing one is the honest disclosure a buyer pays for No reliable source yet. Cannot carry a colour. | Leading/Lagging | Quarterly | Comm. Excellence | To build S&OP history | n/a | n/a | Not measurable | — | |
Pipeline Coverage (consolidated) Substantiates the forward revenue claim with named opportunities, not extrapolation | Leading | Quarterly | Sales VP | Partial Salesforce | Amber Computed from ≥3.0x | +0.1 | |||
DSO and Inventory Cover Cash discipline. Overdue exposure in NAM and Asia is currently material | Lagging | Quarterly | Finance | Available SAP | Amber Computed from ≤ target | -3 | |||
Published Service Level Operational reliability, benchmarked against competition rather than reported in isolation | Lagging | Quarterly | Supply Chain | Available — not published SAP — AVAILABLE, not published | Green Computed from ≥97% and above market | -13.7 | |||
Critical Talent & Succession Coverage Answers the direct diligence question: what happens if a key person leaves | Leading | Semi-annual | HR / Sales VP | Available Talent review | Red Computed from 100% covered | 0 | |||
Commercial Maturity Level Beginner / Intermediate / Expert per playbook workstream, with the roadmap to the next level. The credible version of the story is a journey with evidence, not a claim of excellence everywhere No reliable source yet. Cannot carry a colour. | Leading | Semi-annual | Sales VP | To build Self-assessment vs playbook | n/a | n/a | Not measurable | — | |
Mix and Strategic Product Share Shows the revenue base is improving in quality, not only in size | Lagging | Quarterly | Global Marketing | Partial SAP | Amber Computed from ≥ +1 pt YoY | +0.2 | |||
Market Share (validated) Only if independently substantiated. An unverifiable share claim damages credibility more than a modest verified one | Lagging | Annual | Global Marketing | Partial External panel | Not measurable | — |