---
type: admin
category: review
quarter: Q4-2025
year: 2025
tags:
  - admin
  - review
  - quarterly
---
# [[Quarterly Review Q4 2025]]

## Overview

Q4 2025 performance review for [[Carter Strategy]].

**Period**: October - [[December 2025]]
**[[Review Date]]**: [[December 31]], 2025

## [[Financial Performance]]

| Metric | Target | Actual | Status |
|--------|--------|--------|--------|
| Revenue | $35,000 | $42,600 | 122% |
| [[Billable Hours]] | 120 | 142 | 118% |
| Utilization | 65% | 72% | Above target |

## Revenue by Client

| Client | Q4 Revenue | % of Total |
|--------|------------|------------|
| [[Acme Corp]] | $27,000 | 63% |
| [[TechStart Inc]] | $15,600 | 37% |
| **Total** | **$42,600** | |

## Project Highlights

### [[Acme Data Migration]]
- Started October 2025
- Completed Phase 1 (Discovery/Design)
- Phase 2 (Testing) at 90%
- On track for Q1 completion

### [[TechStart MVP Build]]
- Delivered on time
- Handed over December 31
- Phase 2 proposal submitted

## Pipeline Status

| Opportunity | Value | Probability | Weighted |
|-------------|-------|-------------|----------|
| [[TechStart Phase 2]] | $45,000 | 70% | $31,500 |
| [[Acme Analytics Add-on]] | $35,000 | 40% | $14,000 |
| **Total Pipeline** | **$80,000** | | **$45,500** |

## Key Accomplishments

1. Exceeded revenue target by 22%
2. TechStart MVP delivered on time
3. Strong Phase 2 pipeline ($80K)
4. [[Data Migration Playbook]] in regular use
5. 2026 goals documented

## Challenges

1. [[Data Migration Playbook]] needs updating (6 months stale)
2. No new [[Client Acquisition]] this quarter
3. Holiday period reduced December capacity
4. [[GlobalBank]] relationship dormant

## [[Lessons Learned]]

- Validation automation saved 2+ weeks
- Proposal timing matters (submit before holidays)
- Weekly demos keep stakeholders aligned
- Need proactive content marketing

## Q1 2026 Focus

1. Close [[TechStart Phase 2]] ($45K)
2. Complete Acme Data Migration
3. Update stale knowledge assets
4. Acquire 1 new client
5. Launch newsletter

## Goals Progress

| 2025 Goal | Target | Actual | Status |
|-----------|--------|--------|--------|
| Revenue | $120,000 | $120,000 | 100% |
| Clients | 4 | 4 | Met |
| Playbooks | 4 | 4 | Met |

## Related

- Goals: [[Business Goals 2026]]
- Monthly: [[2025-12]]
- Clients: [[Acme Corp]], [[TechStart Inc]], [[GlobalBank]]
- Stale: [[Data Migration Playbook]]

---

*Reviewed: 2025-12-31*
