TradeConnex
FY 2026–27

📖 How this works

Your 2-minute guide to the team board
Start here

🗓️Your Monday 5-minute routine

Every Monday morning, before the huddle:

  1. Open the board and tap your name.
  2. Enter last week’s numbers against each KPI (the targets are shown next to each one).
  3. Add a 🏆 win from last week and your 💭 intention for the week ahead.
  4. Check it saved — your weekly score appears at the bottom and turns green when you hit 100.

That’s it. Your numbers flow straight onto the team board and the huddle screen — no spreadsheet, no email.

🔒 Heads up: if last week isn’t finished, your page stays on a close-out card until it is — last week’s numbers in, each goal’s status set, and every day filled in. The card walks you through it; the rest of your page unlocks the moment you’re done.

💯What your score means

Each thing you do earns points. Add them up and that’s your weekly score (we call it your HAI — High Achievement Index). The target is 100 a week — that’s the company-wide consistency bar everyone aims to clear, every week.

Your role’s “full week” (every KPI hit) is actually worth more than 100 — different roles add up differently, so we also show “% of your full-goal week” next to your score as your personal stretch measure. Think of it this way: 100 = steady and reliable; your full-goal % = going above and beyond.

Green — 100+On fire 🔥
Amber — 75–99Almost there
Red — under 75Let’s talk

Your KPIs and points are set for your role — placements, BD calls, site visits, content, and so on. Do the high-value things and the points look after themselves.

🎯Setting your TOPs

At the start of each quarter, pick your 3–5 most important priorities (your TOPs). Give each a clear target and link it to a company goal. They show on your sheet and the board all quarter so you stay focused on what matters.

Set your TOPs →

📊Reading the team board

The board is a live scoreboard — a row per person, a column per week, coloured by score. It also shows the week’s wins, birthdays and anniversaries coming up, and shout-outs. Tap any name to open their full sheet.

Leaders have extra private pages — 🔐 Management and 🤝 Coaching — unlocked automatically by their Microsoft sign-in.

Key dates — FY27
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Dates are planning days for each quarter (a few are still tentative — your facilitator will confirm).

Questions? Ask Ollie or Marlee.
TradeConnex FY27 team board · built by Selr AI