T146 Quarterly business plan with Keelson
Quarterly business plan with Keelson
The plan Tobias Wren of Keelson Precision Manufacturing and Carmen Delgado of Ridgeline Industrial Supply agreed for the fourth quarter: three goals, the record behind each, who owns what and what Ridgeline needs from Keelson. The plan is reviewed together at the start of each quarter and checked at the monthly call. Its first goal is the one both sides care about most: Ridgeline reaching Premier.
Sample template: the firm, people, clients and figures are fictional.
The numbers the plan starts from
All figures come from the registration, academy and marketing funds records on the first day of the quarter. Nobody restates them by hand; when a record changes, the plan reads the new number.
Live example from the Dashboards app, shown with Ridgeline Industrial Supply's demo data. Block dates move forward each week, so they can differ from the sample dates on this page.
Three goals for the quarter
| Goal | Measure | Start of quarter | Target by Dec 31 | Owner | State |
|---|---|---|---|---|---|
| Premier won value | Won value, last 12 months | $175,000 | $250,000 | Carmen Delgado | |
| Premier certification | Certified people | 2 of 4 | 4 of 4 | Carmen Delgado | |
| Water utilities trade show | Project registrations from the booth | Not started | 5 | Samuel Reyes |
The two Premier goals count only together: $75,000 more won value and two more certified people. Halbrook Paper Mill at $64,000 and Port Avery Water Authority at $118,000 are the approved registrations that can close the gap this quarter, if both order inside protection.
Live example from the Dashboards app, shown with Ridgeline Industrial Supply's demo data.
The quarter on one line
gantt
title Ridgeline and Keelson, Q4 2026
dateFormat YYYY-MM-DD
axisFormat %b %d
section Premier won value
Port Avery extension decision :crit, a1, 2026-10-05, 10d
Halbrook line 3 order :a2, 2026-10-20, 41d
Port Avery board vote and order :a3, 2026-11-02, 28d
section Certification
Diego registration course quiz :b1, 2026-10-05, 11d
Samuel selection course :b2, 2026-10-12, 21d
Samuel registration course :b3, 2026-11-02, 14d
section Trade show
Funds decision :crit, c1, 2026-10-05, 4d
Booth and selection guides :c2, 2026-11-10, 4d
Registrations follow up :c3, 2026-11-14, 30d
Goal 1: Premier won value
Port Avery is the plan's largest risk
Port Avery Water Authority moved its board vote to next month, which puts the protection that ends on Oct 15 at risk. Owner: Benedict Oyelaran decides the 30 day extension Carmen requested on Oct 2. Consequence: without it, the $118,000 project loses its registered price and the plant opens to other resellers, and Premier slips into next year.
Tobias decided Keelson grants one extension when a customer confirms a new decision date, and Carmen requested it with the authority's written confirmation.
Goal 2: Premier certification
| Person | Selection course | Registration course | Certified |
|---|---|---|---|
| Carmen Delgado, sales director | Yes, since Mar 3 | ||
| June Okafor, counter sales lead | Yes, since Aug 12 | ||
| Diego Farrow, outside sales | Not yet | ||
| Samuel Reyes, marketing coordinator | Not yet |
Wrong wear ring sets were quoted twice this year when an impeller was ordered without its trim diameter. Tobias decided every counter person completes the selection course this quarter, and Carmen set two hours a week aside for Diego and Samuel.
Live example from the Dashboards app, shown with Ridgeline Industrial Supply's demo data.
Goal 3: water utilities trade show
The plant maintenance lunch-and-learn showed what a funded activity can do: 34 attendees and two registrations, Halbrook Paper Mill and Crestline Brewing, worth $73,500 together. The plan repeats the pattern for water and wastewater plants, Ridgeline's second specialty, with a two-day booth at the regional water expo. Ridgeline requested $6,000 and expects five registrations. The goal is on hold until Tobias decides the request.
What Ridgeline needs from Keelson
Premier is two orders and two certificates away. If Port Avery keeps its protection and Diego and Samuel finish the academy, we close the year at Premier.
Owners and dates
- Decide the Port Avery extension. Owner: Benedict Oyelaran, before Oct 15
- Decide the water expo booth request. Owner: Tobias Wren, Oct 9
- Complete the registration course quiz. Owner: Diego Farrow, Oct 16
- Write next quarter's goals in the quarterly review. Owner: Carmen Delgado, Oct 17
- Complete the selection course. Owner: Samuel Reyes, Nov 2
- Request the Port Avery extension with the customer's confirmation. Owner: Carmen Delgado, Oct 2
How to use this template
Copy the plan at the start of each quarter, set no more than three goals, give each one a measure, a target and one owner, and review it together at the monthly call.
| Variable | Meaning | Required |
|---|---|---|
{{plan.quarter}} | The quarter and its dates | Required |
{{plan.goals}} | Up to three goals with measure, start, target and owner | Required |
{{reseller.won_value_year}} | Won value in the last 12 months at the start of the quarter | Required |
{{reseller.certified_people}} | Certified people by name | Required |
{{plan.vendor_asks}} | What the reseller needs from the vendor, with dates | Required |
{{plan.review_date}} | Date of the quarterly review | Optional |
If a required value is missing, show Needs review in its place and do not agree the plan; never set a target the record cannot measure. If a record cannot be read, show Unavailable next to the goal.
The live Dashboards blocks on this page show the Ridgeline Industrial Supply demo profile. Point each block at your own client's profile, or remove it, before you share the page.