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Semester 2, Session 2: Tracking and Measuring Strategic Goal Outcomes

Summary

In this high-impact session, Chris Smith and Mark Slotnik break down why most MSPs struggle to connect data to execution—and what to do about it.

They talked about the importance of  Tracking and Measuring Strategic Goal Outcomes. They also, explore how to move beyond basic dashboards and generic KPIs to build a system that actually drives growth.

You’ll learn how to set meaningful goals, ask the right strategic questions, structure your data for actionability, and create dashboards that uncover revenue leakage, forecast accurately, and keep your team aligned on what matters most.

Whether you’re just beginning to track KPIs or trying to level up from clunky reports to real-time, insight-driven decision-making, this session delivers the roadmap.

Why Your Dashboards Are Failing You

This clip tackles a common MSP frustration: dashboards that look great but offer little strategic value. Chris Smith explains why most dashboards fall short—they’re built on weak, poorly structured data that can’t support real execution.

It’s a powerful reminder that your data foundation directly impacts your ability to track progress, hit goals, and drive action. This is just the start. The full session shows you how to build a scalable, insight-driven reporting structure from the ground up.

Perfect Is the Enemy of Execution

Waiting for perfect is a luxury growing businesses can’t afford. In this clip, Chris and Mark explain how to get started—even if your dashboards aren’t fully built. Whether it’s using a blank section or tracking metrics manually, the key is to start somewhere.

This quick exchange highlights a bigger theme from the full session: momentum matters more than polish. The only way to reach strategic clarity is to begin. The full session shows how to build, adapt, and improve without getting stuck.

Start with the Right Questions

Before diving into KPIs, dashboards, or data tools, ask the most important question: Do you have a strategic growth plan?

This clip sets the stage for a key part of the session. Chris and Mark walk through essential questions every MSP should ask to define and measure success.

What you see here is just the surface. The full session unpacks a practical, layered framework to guide your growth strategy.

Beyond Basic KPIs—Driving Actionable Insights

If your KPIs only tell you what happened, you’re already behind. In this clip, Chris draws the line between vanity metrics and real, actionable insights.

He explains what makes a dashboard truly useful—insights that help you spot problems, understand the cause, and decide what to do next.

The full session shows how to shift from “reporting for the sake of reporting” to a system where every KPI drives strategic growth.

Revenue Leakage—The Silent Profit Killer

Hundreds of thousands of dollars lost—and no one notices.That’s the reality for many MSPs without the right visibility into renewals, underbilling, or contract issues.

In this eye-opening clip, Chris shares what Work 365 often uncovers during implementations.

It’s just one example of the revenue risks hiding in weak measurement practices.The full session dives into how to spot and fix these leaks using the right data and tools.

Recurring Revenue Is King—But Only If You Understand It

This clip reveals a powerful truth: your biggest growth asset is your current customers—but you’re likely not using them to their full potential. Chris shares a personal story where simple data analysis uncovered hidden specialization and untapped revenue.

In the full session, this moment leads into a broader discussion on segmentation, customer lifetime value, and how recurring revenue should shape how you measure, prioritize, and take action.

Why Power BI Is the Platform of the Future

In this closing insight, Chris explains why MSPs should bet on Power BI. From Microsoft’s AI investment to its tight integration across the business stack, the advantages are clear.

This clip offers a quick look at the tech stack that supports the frameworks discussed throughout the session.

The full recording shows how to apply these tools to build dashboards that inform, forecast, and drive performance across your business.

These clips barely scratch the surface—submit the form below to access the full session and learn how to build a KPI engine that drives strategic growth, prevents revenue leakage, and transforms your dashboards from passive reports to revenue-generating tools.

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