Nilsine CEO Report — Jul 2026
CEO Report — Jul 2026
Nilsine Team Metrics · Performance Metrics Only · Generated Aug 27, 2026
□ Static Report
50%
Employees on track
10
On track
0
At risk
0
Behind
94%
Overall metric hit rate
59
Total metric hits
4
Total metric misses
Team Status at a Glance
Sofia
5 of 5 hit
100%
Aaron
No data yet
Josh
No data yet
Dianna
4 of 4 hit
100%
Noah
No data yet
Michelle
5 of 5 hit
100%
Maddie
7 of 8 hit
88%
Christine
8 of 8 hit
100%
Missy
6 of 6 hit
100%
Dan
4 of 4 hit
100%
Brett
No data yet
Liz
6 of 7 hit
86%
Devin
6 of 8 hit
75%
Carter
No data yet
Sam
8 of 8 hit
100%
Teresa
No data yet
Jenny
No data yet
Scott
No data yet
Liliya
No data yet
Tanner
No data yet
✓ All tracked employees are on track for this period.
Nilsine Partners · Q3 2026 · ConfidentialGenerated Aug 27, 2026
Nilsine Team Metrics — Q3 2026
Nilsine Team Metrics — Q3 2026
July · August · September · Generated Aug 27, 2026
□ Static Report
50%
Team on track
10
On track
0
At risk
0
Behind
S
Sofia
5/5 hit (100%)On track
Metric
Government mandated tasks: 100% completed before deadline
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Internal tasks completed on time — log % on time (target: 85%)
Target 85%/mo · Jul:98% ✓ · Aug:— · Sep:--
1/1 on index
Metric
Client & advisor communication: 100% responded to within 24 business hours
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Account alerts resolved before deadline — log % resolved (target: 95%)
Target 95%/mo · Jul:100% ✓ · Aug:— · Sep:--
1/1 on index
Metric
Salesforce processes not overdue — log % current (target: 90%)
Target 90%/mo · Jul:92% ✓ · Aug:— · Sep:--
1/1 on index
A
Aaron
No data yet
No metrics recorded yet.
J
Josh
No data yet
Metric
New business revenue: log monthly revenue sourced ($20,833/mo → $62.5k Q3 → $250k annual ref.)
Target $20,833/mo · Jul:— · Aug:— · Sep:--
No data
Metric
Strategic partner time: log hours engaged per month (target: 10 hrs minimum)
Target 10/mo · Jul:— · Aug:— · Sep:--
No data
Metric
Advisor system adoption: 80%+ of system-using advisors hitting activity/revenue targets
Jul:— · Aug:— · Sep:--
No data
Metric
Initiative pipeline: 4-5 proposed & 2 completed per year — is active work progressing this month?
Jul:— · Aug:— · Sep:--
No data
Metric
Strategic proposals: offering 3 or more ideas or suggestions per proposal this month
Jul:— · Aug:— · Sep:--
No data
D
Dianna
4/4 hit (100%)On track
Metric
Client service accuracy: max 1 per 10 documents/tasks/transactions returned for error this month
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Billing data input: max 2 data input mistakes this month
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Billing accuracy: zero incorrect billings — 100% of errors caught before transactions post
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Process building: on track for 2 processes built or refined this quarter (average 2/qtr)
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
100% team participation in processes as defined
Jul:— · Aug:— · Sep:--
No data
N
Noah
No data yet
Metric
Client response time: log % of responses made within 1 hour (target: 80%)
Target 80%/mo · Jul:— · Aug:— · Sep:--
No data
Metric
Task execution: all internal and external task prompts completed efficiently and on time
Jul:— · Aug:— · Sep:--
No data
Metric
Accuracy: fewer than 5 total errors per year — any errors this month? (Hit = 0 errors this month)
Jul:— · Aug:— · Sep:--
No data
Metric
Call logging: log % of calls documented (target: 75% logged vs total calls)
Target 75%/mo · Jul:— · Aug:— · Sep:--
No data
M
Michelle
5/5 hit (100%)On track
Metric
Client touchpoints: max 5% missed — all required quarterly/annual touchpoints completed
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Review prep: complete package delivered to advisor at least 1 week before the meeting
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Review template: 100% of required fields completed — no missing sections
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Data review accuracy: max 5 errors per 100 accounts or documents reviewed
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Task assignment clarity: 2 or fewer follow-up questions received per month from assignments
Jul:✓ · Aug:— · Sep:--
1/1 hit
M
Maddie
7/8 hit (88%)On track
Metric
Business development: log monthly new annualized revenue (target $8,333/mo → $25k/qtr)
Target $8,333/mo · Jul:$10,476 ✓ · Aug:— · Sep:--
1/1 on index
Metric
Client retention: no unintended client losses — <2% households lost annually
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Referrals: on track for 1 referral per year — received a referral this quarter?
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Client communication: 100% of interactions logged in CRM
Jul:✗ · Aug:— · Sep:--
0/1 hit
Metric
Client touchpoints: all required touchpoints per client tier completed this month
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Outreach plan: active outreach plan updated this quarter — done/not done (mark final in Sep)
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Pipeline behavior: at least 1 client through process this quarter or $2MM in active progress
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Market updates: tapping into current events at least 3x per week
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Account checking: every client account reviewed at least 1x this month for errors, changes, cash
Jul:— · Aug:— · Sep:--
No data
C
Christine
8/8 hit (100%)On track
Metric
Business development: log monthly new annualized revenue (target $8,333/mo → $25k/qtr)
Target $8,333/mo · Jul:$9,900 ✓ · Aug:— · Sep:--
1/1 on index
Metric
Client retention: no unintended client losses — <2% households lost annually
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Referrals: on track for 1 referral per year — received a referral this quarter?
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Client communication: 100% of interactions logged in CRM
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Client touchpoints: all required touchpoints per client tier completed this month
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Outreach plan: active outreach plan updated this quarter — done/not done (mark final in Sep)
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Pipeline behavior: at least 1 client through process this quarter or $2MM in active progress
Jul:— · Aug:— · Sep:--
No data
Metric
Market updates: tapping into current events at least 3x per week
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Account checking: every client account reviewed at least 1x this month for errors, changes, cash
Jul:✓ · Aug:— · Sep:--
1/1 hit
M
Missy
6/6 hit (100%)On track
Metric
Team checklist compliance: log % of checklists completed by due date (target: 85%)
Target 85%/mo · Jul:100% ✓ · Aug:— · Sep:--
1/1 on index
Metric
SEC filings: 100% of forms submitted by deadline — all filings and attestations on time
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Staff education: outline prepared with 5 or fewer key bullet points (when education is delivered)
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Staff retention check: 60%+ of team retaining content after 1 month — reteach if below threshold
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Technical conflict resolution: max 2 changes made to each process after rollout
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Planning framework: outline or framework created for each planning process (done/not done)
Jul:✓ · Aug:— · Sep:--
1/1 hit
D
Dan
4/4 hit (100%)On track
Metric
Private market investments: log monthly count toward quarterly target (1/mo → 3/qtr → 12/yr annual ref.)
Target 1/mo · Jul:1 ✓ · Aug:— · Sep:--
1/1 on index
Metric
OCIO active firm contact: at least 1 new firm in active contact this month (avg 1/qtr target)
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
OCIO new firm acquisition: 1 new firm per year — mark done when a firm is acquired (annual goal, no monthly tracking)
Annual milestone
Pending
Metric
Quarterly newsletter: completed and first published by end of Q3 (mark hit in September when done)
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
New stock co. education: materials sent within 60 days of acquisition (Hit = sent in window, or no new acquisition this month)
Jul:✓ · Aug:— · Sep:--
1/1 hit
B
Brett
No data yet
Metric
Investment committee meeting: 1x per quarter — held this quarter? (mark hit in the month it occurs)
Jul:— · Aug:— · Sep:--
No data
Metric
Team investment topics connection: connected with team at least 1x this month
Jul:— · Aug:— · Sep:--
No data
Metric
Meeting assets: slides and supporting materials shared ahead of each investment meeting
Jul:— · Aug:— · Sep:--
No data
Metric
Strategic discussion: available and engaged for strategic discussion at least 1x this month
Jul:— · Aug:— · Sep:--
No data
L
Liz
6/7 hit (86%)On track
Metric
Business development: log monthly new annualized revenue (target $8,333/mo → $25k/qtr)
Target $8,333/mo · Jul:$364 ✗ · Aug:— · Sep:--
0/1 on index
Metric
Client retention: no unintended client losses — <2% households lost annually
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Referrals: on track for 1 referral per year — received a referral this quarter?
Jul:— · Aug:— · Sep:--
No data
Metric
Client communication: 100% of interactions logged in CRM
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Client touchpoints: all required touchpoints per client tier completed this month
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Outreach plan: active outreach plan updated this quarter — done/not done (mark final in Sep)
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Pipeline behavior: at least 1 client through process this quarter or $2MM in active progress
Jul:— · Aug:— · Sep:--
No data
Metric
Market updates: tapping into current events at least 3x per week
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Account checking: every client account reviewed at least 1x this month for errors, changes, cash
Jul:✓ · Aug:— · Sep:--
1/1 hit
D
Devin
6/8 hit (75%)On track
Metric
Business development: log monthly new annualized revenue (target $8,333/mo → $25k/qtr)
Target $8,333/mo · Jul:$4,800 ✗ · Aug:— · Sep:--
0/1 on index
Metric
Client retention: no unintended client losses — <2% households lost annually
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Referrals: on track for 1 referral per year — received a referral this quarter?
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Client communication: 100% of interactions logged in CRM
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Client touchpoints: all required touchpoints per client tier completed this month
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Outreach plan: active outreach plan updated this quarter — done/not done (mark final in Sep)
Jul:— · Aug:— · Sep:--
No data
Metric
Pipeline behavior: at least 1 client through process this quarter or $2MM in active progress
Jul:✗ · Aug:— · Sep:--
0/1 hit
Metric
Market updates: tapping into current events at least 3x per week
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Account checking: every client account reviewed at least 1x this month for errors, changes, cash
Jul:✓ · Aug:— · Sep:--
1/1 hit
C
Carter
No data yet
Metric
Trading enrollment accuracy: error rate below 1% this month
Jul:— · Aug:— · Sep:--
No data
Metric
Account management: all accounts have complete follow-through — no missed action items (max 2/yr total)
Jul:— · Aug:— · Sep:--
No data
Metric
Recurring money moves: cash traded or game plan set within 1 week of deposit
Jul:— · Aug:— · Sep:--
No data
Metric
Cash balance: max 2% cash maintained across all accounts
Jul:— · Aug:— · Sep:--
No data
Metric
Portfolio reports with Perplexity: built and ready to share with advisors by end of Q3 (mark in Sep)
Jul:— · Aug:— · Sep:--
No data
S
Sam
8/8 hit (100%)On track
Metric
Business development: log monthly new annualized revenue (target $8,333/mo → $25k/qtr)
Target $8,333/mo · Jul:$35,375 ✓ · Aug:— · Sep:--
1/1 on index
Metric
Client retention: no unintended client losses — <2% households lost annually
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Referrals: on track for 1 referral per year — received a referral this quarter?
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Client communication: 100% of interactions logged in CRM
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Client touchpoints: all required touchpoints per client tier completed this month
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Outreach plan: active outreach plan updated this quarter — done/not done (mark final in Sep)
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Pipeline behavior: at least 1 client through process this quarter or $2MM in active progress
Jul:— · Aug:— · Sep:--
No data
Metric
Market updates: tapping into current events at least 3x per week
Jul:✓ · Aug:— · Sep:--
1/1 hit
Metric
Account checking: every client account reviewed at least 1x this month for errors, changes, cash
Jul:✓ · Aug:— · Sep:--
1/1 hit
T
Teresa
No data yet
Metric
Advisors leading client communication: each advisor initiating client conversations at least 2x per week
Jul:— · Aug:— · Sep:--
No data
Metric
Task delegation reduction — Jul target ≤30 tasks, Aug ≤25, Sep ≤20 (started at 50 in Apr, reducing ~5/mo; annual goal: 15 by EOY)
Jul:— · Aug:— · Sep:--
No data
Metric
Client review template: created and finalized by end of Q3 (mark hit in September when complete)
Jul:— · Aug:— · Sep:--
No data
Metric
Meeting template: created and finalized by end of Q3 (mark hit in September when complete)
Jul:— · Aug:— · Sep:--
No data
J
Jenny
No data yet
Metric
Strategic planning meetings: attending 4+ per year — at least 1 this quarter (mark when attended)
Jul:— · Aug:— · Sep:--
No data
Metric
Actions completed by deadline: log % of actions finished on time (target: 75%)
Target 75%/mo · Jul:— · Aug:— · Sep:--
No data
Metric
Quarterly goal progress updates: 2+ team updates provided this quarter (mark each time given)
Jul:— · Aug:— · Sep:--
No data
Metric
Vendor updates: critical updates to internal stakeholders within 48 hrs (when applicable)
Jul:— · Aug:— · Sep:--
No data
Metric
Constant Contact: all client updates sent by deadline this month — 100% on time
Jul:— · Aug:— · Sep:--
No data
Metric
Event to-do list: built with timelines and team tasks delegated (when events occur this month)
Jul:— · Aug:— · Sep:--
No data
Metric
Client message accuracy: zero off-brand or typo mistakes this month (max 2 errors per year total)
Jul:— · Aug:— · Sep:--
No data
Metric
Rollout disruption: max 3 people hit a major roadblock per rollout (Hit = no rollout this month OR successful rollout)
Jul:— · Aug:— · Sep:--
No data
S
Scott
No data yet
Metric
Revenue growth: log current annualized growth % — hit if at or above 17% annual target
Target 17%/mo · Jul:— · Aug:— · Sep:--
No data
Metric
EBITDA margin: log current margin % — hit if at or above 55% target
Target 55%/mo · Jul:— · Aug:— · Sep:--
No data
Metric
Team development: met with at least 1 advisor this week (1x per week cadence)
Jul:— · Aug:— · Sep:--
No data
Metric
Infrastructure review: headcount and open seats reviewed this quarter (mark in September)
Jul:— · Aug:— · Sep:--
No data
Metric
Culture — turnover: at or below 10% (max 2 of 20 team members turned over)
Jul:— · Aug:— · Sep:--
No data
Metric
Culture — employee satisfaction: score of 80 or above (when measured)
Jul:— · Aug:— · Sep:--
No data
Metric
Strategy: all initiatives launched on time and before deadline
Jul:— · Aug:— · Sep:--
No data
Metric
Strategy: changes defined and communicated to clients and advisors before launch
Jul:— · Aug:— · Sep:--
No data
Metric
Strategy: 100% process execution across all rollouts
Jul:— · Aug:— · Sep:--
No data
L
Liliya
No data yet
No metrics recorded yet.
T
Tanner
No data yet
Metric
Business development: log monthly new annualized revenue (target $8,333/mo → $25k/qtr)
Target $8,333/mo · Jul:— · Aug:— · Sep:--
No data
Metric
Client retention: no unintended client losses — <2% households lost annually
Jul:— · Aug:— · Sep:--
No data
Metric
Referrals: on track for 1 referral per year — received a referral this quarter?
Jul:— · Aug:— · Sep:--
No data
Metric
Client communication: 100% of interactions logged in CRM
Jul:— · Aug:— · Sep:--
No data
Metric
Client touchpoints: all required touchpoints per client tier completed this month
Jul:— · Aug:— · Sep:--
No data
Metric
Outreach plan: active outreach plan updated this quarter — done/not done (mark final in Sep)
Jul:— · Aug:— · Sep:--
No data
Metric
Pipeline behavior: at least 1 client through process this quarter or $2MM in active progress
Jul:— · Aug:— · Sep:--
No data
Metric
Market updates: tapping into current events at least 3x per week
Jul:— · Aug:— · Sep:--
No data
Metric
Account checking: every client account reviewed at least 1x this month for errors, changes, cash
Jul:— · Aug:— · Sep:--
No data
Nilsine Partners · Q3 2026 · ConfidentialGenerated Aug 27, 2026