Instructions: Make a duplicate of this template to complete this tracker every year after the company actual results have been announced for the prior year (usually by end of January) and save to your personal files. Set an automatic annual calendar reminder so you don’t forget.
Created by: Xperience Alchemy
Capture key company metrics for the year to show the macro-performance of the company. This gives context about how the company is performing and where it stands in growth and maturity.
| Metric | End of Year Results |
|---|---|
| Number of Customers | |
| Annual Revenue | |
| Number of Employees | |
| Y/Y Growth % | |
| Net Revenue Retention (NRR) | |
| Gross Revenue Retention (GRR) | |
| Gross Margin |
Summarize your personal performance metrics for the year. Every role varies, so feel free to update the metrics to best suit how you are measured against your assigned responsibilities.
| Metric | End of Year Results |
|---|---|
| Number of Customers Under Management | |
| Annual Revenue Under Management | |
| Renewal Rate | |
| Logo Retention Rate | |
| Quota Attainment | |
| Leads Created | |
| Leads Won | |
| Annual Revenue from Leads Won | |
| References Generated |
Summarize your memorable customer stories for customers under your management. Include descriptive details including, the circumstances, the obstacles that you overcame, your personal contributions, and the outcomes achieved. Choose stories that represent your best work, your hardest challenges, and/or your biggest learnings. Since this is for your benefit, this doesn’t have to just be a highlight reel, so don’t be afraid to include some of the challenging stories too.
Highlight your most proud accomplishments for the year. This should include projects you participated in (including your role and the outcome of the project), special initiatives, career growth, big wins, and toughest challenges overcome.
Last Year’s Key Personal Accomplishments