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How the TPG Loop Leverages Dashboards and Scorecards | Pedowitz Skip to content

How Does the TPG Loop Leverage Dashboards and Scorecards?

The Loop standardizes metrics and visualizes them by role—so every stand-up and revenue council ends with start/stop/scale decisions tied to one scorecard.

Build My Executive Scorecard See the Loop Guide

TPG’s Loop uses a metric dictionary and naming standard to make dashboards reconcile. We lock an executive attribution model for sourced revenue and show influence via associations with an overlap view. Role-based dashboards feed a single executive scorecard that tracks sourced & influenced pipeline, velocity, win rate, ASP, and NRR—reviewed monthly in the revenue council.

From Instrumentation to Decisions

The Pedowitz Group Revenue Marketing Loop diagram
The Loop ties activation, handoffs, and pipeline to a governed scorecard.

Scorecard Principles

One Metric Dictionary — Definitions for MQL/SQL/SAO, stages, UTMs, and lookbacks.
Clean Credit — Sourced uses a single exec attribution model; influence is association-based with an overlap view.
Role-Based Views — Board/CEO, CRO/CMO, Sales, Marketing, CX each get the questions and KPIs they need.
Decision Cadence — Weekly stand-ups fix SLA breaks; monthly council funds start/stop/scale.
Data Governance — Protected original-source & dates; mandatory campaign associations across assets.

What’s On the Executive Scorecard

The scorecard blends sourced pipeline & revenue (fractional credit via the chosen attribution model) with influenced pipeline (binary association to campaigns and assets). We always show an overlap so totals cannot be double-counted. This view sits beside velocity (median time-in-stage), win rate, and ASP by segment.

Operational metrics—speed-to-lead, lead acceptance, rejection codes, and content engagement—explain why outcomes change. Because every asset is associated to a campaign, we can scale high-ROI plays and retire waste with confidence.

Finally, results trigger decisions. The revenue council reviews the scorecard monthly and issues start/stop/scale directives that shift budget and owners. The same metrics drive compensation for marketing, SDR, and sales—so accountability sticks.

Audience → Question → KPI on Scorecard → Dashboard View → Decision

Audience Core question KPI on scorecard Dashboard view Decision
Board / CEO Are growth bets working? Revenue, NRR, sourced & influenced % Exec scorecard (trend by segment) Increase/shift funding; hiring plan
CRO / CMO Where do we scale or stop? Pipeline coverage, velocity, win rate Program ROI + stage velocity Start/stop/scale programs & channels
Sales Leaders What’s blocking deals? Time-in-stage, conversion by reason Pipeline health + reason codes Enablement/next-step actions
Marketing Ops Is instrumentation clean? Association rate, data freshness Attribution quality, source audits Fix tags, UTMs, campaign links
CX / CS How do service plays affect growth? Renewal, expansion, CSAT/NPS impact Customer lifecycle & expansion Launch save/advocacy programs

Frequently Asked Questions

Which attribution model should we use?
Pick one executive model (e.g., W-shaped or time-decay) and hold it constant for reporting. Influence is shown separately with an overlap view.
How do you prevent dashboard drift by region?
The metric dictionary and naming standard are global. Regions get role-based dashboards but the scorecard fields never change.
What data needs protection?
Original-source, lifecycle dates, and deal stage dates are read-only. Campaign associations are mandatory on all assets.
Can we export to BI?
Yes. Use datasets/scheduled extracts to a lake or BI layer while preserving the same metric definitions.
How often is the scorecard reviewed?
Weekly stand-ups for SLA fixes; monthly revenue council for start/stop/scale and budget reallocations.

Publish a Board-Safe Scorecard in 30 Days

We’ll author your metric dictionary, wire dashboards, and stand up a revenue council cadence—so budget follows evidence.

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The Loop Methodology Guide Multi-Touch Attribution in Revenue Marketing What Are Revenue Councils

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