| Category | Rating (1–5) | Observations | Priority |
|---|---|---|---|
| Finance Visibility | 2 | Revenue tracking only in Stripe; no expense categorization or monthly close | 🔴 High |
| Budgeting & Forecasting | 2 | No budget vs actuals view; ad-hoc decisions | 🔴 High |
| Team Accountability | 3 | Weekly calls exist, but no defined KPIs or ownership | 🟠 Medium |
| Metrics & Reporting | 2 | Data spread across tools; no dashboard | 🔴 High |
| Strategic Planning | 3 | Goals loosely defined but not operationalized | 🟠 Medium |
| Tools & Automation | 4 | Solid tool stack (Notion, Slack, ClickUp), but no automation | 🟡 Low |