Loading KPI data…
The KPI Tracker consolidates weekly performance metrics into a single view for leadership. Each column represents one week within the selected month. The Monthly Total column aggregates across all displayed weeks.
1st→Sat (default — Ronnel's system): Week 1 runs from the 1st of the month through the following Saturday. If the 1st falls on a Saturday, Week 1 extends through the next Saturday (up to 8 days). If the 1st falls on a Sunday, Week 1 is a full Sun–Sat week. Weeks 2 onward are full Sunday–Saturday blocks. The final week ends on the last day of the month regardless of day.
Mon–Sun: Weeks begin on Monday and end on Sunday.
Calendar Month: In Mon–Sun mode, weeks are clipped to the calendar month boundaries. The first and last columns may be partial weeks.
Full Weeks: In Mon–Sun mode, every column is a complete 7-day week. If the month starts mid-week, the first column extends back into the prior month. Similarly, the last column may extend into the next month. The Monthly Total is the sum of all full-week columns — it may include days outside the calendar month.
Note: The Calendar Month / Full Weeks toggle only applies to Mon–Sun mode. In 1st→Sat mode, weeks always clip to the calendar month.
Discovery Calls Set (Internal): Discovery call meetings booked this week by internal setters (Kayla D., Cierra M.) plus any unattributed bookings. Anchored on the date the meeting was created (when booked), not when it was held.
Discovery Calls Set (External): Discovery call meetings booked this week by external setters (Alex W., Aidan C.).
Closing Ratio (Rolling 60 days): New investments funded ÷ discovery calls held (excluding no-shows, rescheduled, canceled, disqualified) in the trailing 60-day window ending at each week's end. Shows directional trend across weeks. The Monthly Total column is intentionally blank — a rolling ratio is not summable.
Soft Commitments Signed Fund V: Count of deals entering the InvestNext commit stage during the week. Both investor-initiated and closer-initiated commitments flow through this stage. Not filtered by New/Repeat.
Total $ of Soft Commits Fund V: Dollar value of those commit-stage deals.
Measures how much of what's committed by new investors actually funds, using the same trailing 60-day window (ending at each week's end) as Closing Ratio above.
Why New investors only: commit-stage deals aren't tagged New/Repeat by HubSpot directly. Each commit-stage deal is classified by checking whether its associated contact had any funded investment before the commitment date — no prior funding = New, otherwise Repeat. Both sides of this section's ratios (committed and funded) are restricted to New so they compare like populations. A deal with no resolved contact association is excluded from both sides (unclassifiable).
$ Committed: Dollar total of New-investor commit-stage deals within the trailing 60-day window, excluding any flagged as outliers (see below).
$ Funded: Dollar total of New-investor funded investments within the same window (identical population to the Closing Ratio numerator above).
% of Committed Funded ($): $ Funded ÷ $ Committed for the window. Can exceed 100% — committed and funded are independent aggregates, not matched pairs, so funded deals in a window can trace back to commitments signed before that window started. A number over 100% here isn't an error.
Closing % (Commit → Funded, count): New investments funded ÷ New commitments signed, by count, for the window. Excluded commitments don't count toward either the count or dollar denominator.
† marker on $ Committed: Appears on any week where one or more commitments were excluded as outliers (auto or manual) — a visual flag that the shown total isn't the raw sum of everything signed that week. Open the drill-down to see which ones and why.
Outlier exclusion: A commitment is auto-excluded from $ Committed if it's more than 5x the average of the other commitments in that same rolling window — recalculated after each exclusion, so two large commitments sitting side by side don't inflate each other's baseline and dodge the rule. Requires at least 3 other commitments in the window to apply (too few to average meaningfully otherwise). A commitment that's already funded is never auto-excluded, regardless of size — it's a real number, not noise. Every commitment in the $ Committed drill-down has an Exclude/Include link to override the automatic call by hand in either direction; overrides are saved and persist across sessions. Excluded commitments still appear in the drill-down (struck through, tagged) — they're just left out of the totals and ratios.
Commitment data is fetched from the start of 2026 forward (Fund V has no earlier commitments) rather than a rolling lookback buffer, so every displayed week has full 60-day data.
Monthly Total columns in this section show "—" — a rolling 60-day figure isn't summable or combinable across weeks (each week's window overlaps the last).
A model-driven projection of capital raised, split into three rows — New, Repeat, and Total (Total = New + Repeat). It answers "how is this month tracking, and where is it likely to land?" — separate from Kelvin's manual judgment-based Projections below.
Calendar-aligned (this changed in v3.1). The earlier version was a single "next 60 days" snapshot that never moved when you changed month. This version follows the month you're viewing: weeks that have already ended show actual funded capital; the current week shows actual funded so far plus a projected remainder; future weeks are fully projected. A past month therefore reads as pure actuals, and the row moves as you navigate.
Per-week horizon; cells sum to the total. Each weekly cell projects funding landing in that week, with a horizon equal to that week's own length in days. Because consecutive windows telescope, the weekly cells add up to the Monthly Total — so there are no more blank weekly cells and the total is a real sum.
Two projection components. (1) Backlog conversion — every commitment currently open ("committed, not yet funded") is aged forward. From an empirical time-to-fund curve built per class from converted commitments, the model asks for each future window "given this has survived unfunded until now, what's the chance it funds during this window?", multiplies by the dollar amount, and sums. Old backlog that realistically won't fund contributes ~nothing. (2) New-commitment inflow — money not yet committed but expected to arrive and fund within the window, estimated from the trailing 12-week commitment arrival rate (trimmed to drop the single biggest week). The inflow term is what keeps future weeks — and future months, where today's backlog is long gone — from reading near-zero.
No outlier rule, no manual exclusions. This projection deliberately counts every New and Repeat commitment at full dollar value. The 5× outlier rule and the manual exclusions used by the $ Committed rows are not applied here — suppressing large legitimate commitments is exactly what would understate a funding forecast. A genuinely fake or withdrawn commitment should be deleted or zeroed in HubSpot, after which it drops out on the next cache rebuild. Consequence: a big commitment can show reduced in the $ Committed rows and at full value here — intentional, not an inconsistency.
Read the sample size. The note shows how many converted commitments trained each class's curve. Below a threshold it flags "thin sample — directional only." Commitments only go back to Jan 1, 2026, so treat early figures as a steer, not a target.
Drill-down: click any cell — weekly or Monthly Total, on New / Repeat / Total — to see its make-up: the actual funded investments, each backlog commitment's age / estimated probability / dollar contribution for that window, and the projected new-commitment inflow.
Total Monthly Capital Raise So Far: Cumulative funded capital within the month through each week's end. The Monthly Total shows the full-month funded amount.
New Capital: Capital from investors classified as "New" (first-time). Weekly values; Monthly Total is the sum.
Repeat Capital: Capital from returning investors (Repeat + Bolt-On types). Weekly values; Monthly Total is the sum.
Capital from investors tagged with a Lightmark partner tag (Passive Pockets, 506 Group, Freedom Founders). Broken into New and Repeat.
Editable fields for Kelvin's judgment-based projections from pipeline review, soft commits, and call listening. Values are saved to the server (R2 storage) and shared across all browsers and devices.
Projections are only visible in the default view (1st→Sat mode). Switching to Mon–Sun mode hides the projection rows — the data is not lost, just hidden until you return to the default view. This prevents entries from being misaligned when week boundaries shift.
Projected Capital Raise — Week: Per-week projection. Monthly Total shows "—" (not summable — each week is an independent estimate).
Projected Capital Raise — Month: Per-week entries plus an editable Monthly Total for the overall month projection.
Total Annual Capital Raise So Far: Cumulative funded capital from Jan 1 through each week's end. Monthly Total shows the year-to-date through month-end.
Closing Ratio [Month]: Month-to-date cumulative closing ratio through each week's end: new investments funded this month ÷ discovery calls held this month. The Monthly Total shows the full-month ratio. The last week's value and the Monthly Total converge at month-end.
Total Month Capital Raise: Full month funded capital (same as the Monthly Total of "Total Monthly Capital Raise So Far"). Only shown in the Monthly Total column.
Total Quarter Capital Raise: Quarter-to-date funded capital through month-end. Only shown in the Monthly Total column.
Most metric cells in the table are clickable. Click any weekly value or Monthly Total to open a side drawer showing the underlying records for that cell.
Discovery Calls Set: Shows each meeting with the contact name (linked to the HubSpot contact record), the attributed setter, and the date booked.
Soft Commitments: Both the count and dollar rows drill to the same list. Shows the deal name (linked to the HubSpot deal record), the commitment amount, and the date the deal entered the commit stage.
$ Committed / $ Funded (Rolling 60 Days): Weekly cells drill to that week's trailing-60-day record list — same deal/investment detail as above, with a New/Repeat tag on deal records where a contact could be resolved. Monthly Total cells are not clickable (see note above on why totals aren't summable).
New Capital / Repeat Capital: Shows the investor name (linked to the HubSpot contact record), the investment amount, fund, investment type (New or Repeat), and the date funded.
Partner New / Repeat: Same as capital drill-downs, filtered to investors with a Lightmark partner tag.
Non-clickable rows: Closing Ratio (Rolling 60 days), % of Committed Funded, Closing % (Commit → Funded), Total Monthly Capital Raise So Far, Projections, and Summary rows do not have drill-downs.
Investments and deals: R2 cache (rebuilt nightly at 2 AM ET). Meetings: live from HubSpot each load. Commit-stage deals: live from HubSpot, fetched from Jan 1, 2026 forward. Commit-stage deal→contact associations (for New/Repeat classification): live from HubSpot each load. Partner tags: live from HubSpot contact properties.
Cache age is shown in the header. Use ↻ Refresh to reload all data.