Portfolio Dashboard

Combined Essentiality Score across all clients. Higher = harder to replace.

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Portfolio Essentiality Score
Weighted average: NPS + NSS + Domain Fluency
NPS
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% Promoters − % Detractors
NSS
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Business success
Avg Domain Fluency
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Domain depth (0-9)
0
Clients
0
Strategic
0
High-Impact
0
Transactional

Client Essentiality Breakdown

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Essentiality Interpretation

Score RangeRatingMeaning
80 – 100Strategic PartnerEmbedded in the client’s growth. Drives product outcomes, not just output. Trusted at the leadership level. Difficult and risky to replace.
60 – 79High-Impact Delivery PartnerDelivers consistent value. Strong execution and domain understanding. Replaceable in theory, painful in practice.
40 – 59Emerging Value ContributorSolid execution base. Value is visible but not yet differentiated. Requires investment in expertise, ownership, or strategic alignment.
20 – 39Transactional VendorPrimarily execution-focused. Limited strategic involvement. Easily benchmarked against competitors.
0 – 19Commodity SupplierWork is interchangeable. Low differentiation. High replacement probability.

Net Promoter Score

How satisfied is the client with our services? Score based on client feedback.

NPS Evaluation

The NPS Question

How likely is the client to recommend our services to a colleague or peer?

Based on direct client feedback, survey results, or observable indicators (renewals, referrals, testimonials).

0 — Not at all likely 10 — Extremely likely
Select a score above

Net Success Score

Evidence-based evaluation: is the client achieving business success with our services?

Evaluation Setup

Domain Fluency Score

How deep is our team in the client's domain? Rate each criterion 0-3. Deeper fluency = higher barrier to replacement.

DFS is an annual evaluation. A score recorded for any quarter applies to the full calendar year and expires 31 Dec.

Fluency Evaluation

Domain Fluency Criteria

0 / 54

Rate each criterion: 0 = Not demonstrated, 1 = Emerging, 2 = Competent, 3 = Fluent

L0 Industry Literacy 0 / 12
L0.1Accurately identifies the client's industry segment and primary market
L0.2Demonstrates awareness of relevant regulatory or compliance factors
L0.3Understands the client's competitive landscape and market position
L0.4Recognizes key industry trends impacting the client
L1 Vocabulary & Language 0 / 9
L1.1Uses client-specific terminology correctly in communications
L1.2Mirrors the client's internal language when discussing strategy
L1.3Adjusts communication style to match the client's organizational culture
L2 Mechanics & Workflow 0 / 15
L2.1Demonstrates understanding of the client's core operational workflows
L2.2Identifies how our deliverables integrate into the client's processes
L2.3Recognizes client-side dependencies and stakeholder dynamics
L2.4Adapts project approach based on client's internal constraints
L2.5Demonstrates knowledge of the client's tech stack or tools
L3 Strategic Value 0 / 18
L3.1Connects project outcomes to the client's strategic objectives
L3.2Anticipates how market shifts may affect the client's priorities
L3.3Proactively suggests opportunities aligned with the client's goals
L3.4Demonstrates understanding of the client's revenue or growth model
L3.5Frames deliverables in terms of client business impact
L3.6Engages in strategic dialogue beyond the immediate project scope
Total Domain Fluency 0 / 54

Notes

Classification

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PENDING
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L0 Industry
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L1 Vocabulary
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L2 Mechanics
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L3 Strategic

Essentiality Review

Review the complete evaluation across all three components before finalizing the assessment.

Select Evaluation

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Clients

Manage your client portfolio. Add clients here, then evaluate them across NPS, NSS, and Domain Fluency.

Client Registry

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User Management

Manage team members. Add users here to assign them as evaluators, DMs, PMs, and Tech Leads.

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Leaderboard

DM, PM, and TL rankings by average Essentiality Score across assigned clients.

Delivery Managers

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Project Managers

No PM rankings available. Assign PMs to clients and complete evaluations.

Tech Leads

No TL rankings available. Assign Tech Leads to clients and complete evaluations.

Domain Management

Manage business domains (e.g., Healthcare, Fintech, PropTech). Assign domains to clients to track team expertise.

Domain management requires cloud deployment.

Deploy to Cloudflare Pages to enable domain management.

Domain Experts

Team members grouped by business domain, ranked by average Domain Fluency Score.

No domain expert data available. Assign domains to clients and complete DFS evaluations.

Methodology

How the Essentiality Score is calculated and what each component measures.

Essentiality Score Formula

Essentiality = NPSnorm × 0.35 + NSSnorm × 0.35 + DFSnorm × 0.30

Each component is normalized to 0–100, then weighted. Score range: 0 to 100.

Weights: NPS (35%) — Client voice and satisfaction. NSS (35%) — Business outcomes. DFS (30%) — Domain expertise and competitive moat.
Completeness Penalty: Missing components contribute 0 to the score — their weight is lost, naturally penalizing incomplete evaluations. For example, a client with only NPS and NSS (no DFS) can reach a maximum of 70, not 100.
Normalization:
  • NPS: Promoter = 100, Passive = 40, Detractor = 0
  • NSS: Successful = 100, Unknown = 25, Unsuccessful = 0
  • DFS: (Score ÷ 54) × 100

1. Net Promoter Score (NPS)

Client Voice
What it measures: Client satisfaction with our services. How likely they are to recommend us.
Scale: 0–10
  • 0–6 Detractor: Dissatisfied. Risk of churn or negative referral.
  • 7–8 Passive: Satisfied but not enthusiastic. Vulnerable to competition.
  • 9–10 Promoter: Loyal. Will recommend and expand.
Individual Normalization (category-based): Promoter = 100, Passive = 40, Detractor = 0 (used for per-client Essentiality calculation)
Portfolio NPS: (% Promoters − % Detractors) × 100. Range: −100 to +100.
Evidence: Client surveys, renewal decisions, referrals made, testimonials, direct feedback emails.

2. Net Success Score (NSS)

Business Outcomes
What it measures: Whether the client is achieving business success with our services. Select a primary goal from 7 options: Build an MVP, Team Extension, Legacy Modernization, Support & Maintenance, Product Scaling, Digital Transformation, or Security & Compliance. Each goal has 4 specific signal questions, plus 4 universal negative signals.
Classification (count-based):
  • Unsuccessful: 2+ negative flags, OR 0–1 positive signals with 1+ negative flag.
  • Successful: 3+ positive signals with 0–1 negative flags.
  • Unknown: Everything else (insufficient evidence to determine direction).
Normalization: Successful = 100, Unknown = 25, Unsuccessful = 0 (used for per-client Essentiality calculation)
Evidence enforcement: Every Yes or No answer requires a written evidence artifact. If the evidence field is left blank, the answer is discarded from the classification count. No evidence = no signal.
Challenge Review: An independent reviewer can validate the classification with Approved, Rejected, or Approved with Notes.

3. Domain Fluency Score (DFS)

Competitive Moat
What it measures: How deeply embedded our team is in the client's domain. This is often the key differentiator that makes us irreplaceable.
Rubric Scoring (0–3 per criterion): 18 criteria across 4 levels. Each scored 0 (Not demonstrated), 1 (Emerging), 2 (Competent), 3 (Fluent). Max score: 54.
  • L0 — Industry Literacy (4 criteria, max 12): Industry segment, regulatory awareness, competitive landscape, industry trends.
  • L1 — Vocabulary & Language (3 criteria, max 9): Client terminology, internal language mirroring, communication style adaptation.
  • L2 — Mechanics & Workflow (5 criteria, max 15): Operational workflows, deliverable integration, stakeholder dynamics, internal constraints, tech stack knowledge.
  • L3 — Strategic Value (6 criteria, max 18): Strategic objectives, market shifts, proactive opportunities, revenue model, business impact framing, strategic dialogue.
Classification:
  • 0–13 Domain-blind (0–25%): No meaningful domain understanding. Easily replaceable.
  • 14–27 Surface-level (26–50%): Basic awareness but limited depth. Moderate replacement barrier.
  • 28–40 Domain-competent (51–75%): Solid domain understanding. Significant replacement cost.
  • 41–54 Domain-fluent (76–100%): Deep domain expertise. Very high barrier to replacement.
Normalization: (Score ÷ 54) × 100 = 0–100

Portfolio Aggregation

Active Clients Only: All portfolio aggregations exclude deactivated clients.
Portfolio NPS: (% Promoters − % Detractors) × 100. Standard NPS formula. Range: −100 to +100.
Portfolio NSS: % Successful − % Unsuccessful (standard Net Score, −100 to +100)
Portfolio DFS: Average of all client Domain Fluency scores (0–54 scale)
Portfolio Essentiality: Average of per-client Essentiality Scores. Represents overall replaceability of the organization.
Leaderboard: Ranks Delivery Managers, Project Managers, and Tech Leads by the average Essentiality Score of their assigned active clients. Only clients with at least one evaluation component are included.