{
  "version": "1.3.0",
  "releasedAt": "2026-05-20",
  "kpi": {
    "rogueId": "customers.key_initiatives",
    "slug": "key_initiatives",
    "domain": "customers",
    "defaultLabel": "Customer Success Initiatives",
    "description": "Active programs the CS / Product / Sales team is running to improve customer health, NPS, retention, or expansion — onboarding revamps, health-score model updates, success-plan rollouts, expansion playbooks, advocacy programs, executive-business-review cadence changes. The board reads this as the \"what are we doing about it\" companion to the metric pages and the at-risk narrative. Common pitfall: listing initiatives without owner, target metric movement, or checkpoint date — the board cannot follow up on vague programs.",
    "fieldType": "text",
    "unit": null,
    "maturity": "general",
    "suggestedForStages": [
      "seriesA",
      "seriesB",
      "seriesC",
      "public"
    ],
    "defaultOwningFunctions": [
      "Sales"
    ],
    "stageRelevance": {
      "seriesA": "recommended",
      "seriesB": "recommended",
      "seriesC": "recommended",
      "public": "recommended"
    },
    "definitionSource": {
      "tier": "editorial",
      "sourceName": "imboard Editorial",
      "sourceUrl": null,
      "sectionRef": null,
      "publicationDate": "2026-04-01",
      "attributionNotice": null
    },
    "formula": "Qualitative — no calculation. Per-initiative list: initiative name, target metric (which KPI it intends to move), owner, status (planned / in-progress / launched / measuring), next checkpoint date.",
    "whyItMatters": "Closes the loop between the metrics page and the \"what we're doing\" board narrative. Lets the board hold the team accountable to the actions, not just the outcomes — especially valuable when KPI movement lags initiative launch by a quarter or two.",
    "interpretationGuidance": "Anti-pattern: a wishlist of initiatives without owners or target metrics. Strong content states which KPI each initiative aims to move (e.g. \"Onboarding revamp → targeting +5pp lift in 90-day GRR for SMB cohort by Q2\"), names the owner, and gives a checkpoint date. Closed initiatives should report the actual metric movement vs. target — wins and misses both teach the board.",
    "relatedKpiIds": [
      "customers.retention_insights",
      "customers.expansion_opportunities",
      "customers.churn_risks",
      "customers.net_revenue_retention",
      "customers.nps_score"
    ]
  }
}