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Key Performance Indicators
      Sales Performance Review Process




     Key
     Performance
     Indicators
Key Performance Indicators
        Weekly Contacts & Appointments
        Prospect Identification
        Proposed Revenue
        Forecasting Sales
        Sales Revenue Results
        CRM Updates
Weekly Contacts & Appointments

          80 Weekly Contacts…Phone, Cold Calls,
           Letters, etc…
          10 Weekly Appointments with Key
           Decision Makers.

       These activity standards are required for success,
         and are the minimum standard for measuring
         performance.
Prospect Identification
        Adding 2 Prospects daily is a minimum
         standard for measuring performance.

        8 to 10 New Prospects Weekly is a
         Performance Benchmark for Every Sales
         Professional of our organization.
Proposed Revenue
      Proposed Revenue will be 7 times
       Monthly Plan of $35,000.

      You should have $245,000 of proposed
       revenue in the funnel at all times
       ensuring the achievement of your
       revenue plan.

   Success Metrics for Proposed Revenue will be
     measured at a minimum of 7 times plan.
Forecasting Sales
     Forecasting Sales Revenue with a
      minimum of 80% Accuracy within 30
      days.

     If we do not ask when the prospect
      wants to implement the installation, we
      can’t possibly forecast the account
      accurately.

  Owning our Sales Forecasts with 80% accuracy is
    the Benchmark for successful Sales
    Professionals.
Sales Results
       Sales Revenue of $35,000 is the
        Minimum expectation of Sales
        Professionals not the target.

    $35,000 is the benchmark for Measuring success
      for Sales Professionals.
Compass Updates
      Updating Daily Activity Results at the end
       of each day is measure of success for
       Sales Professionals.

   Information Management is the Key to successful
      territory management.
What This Means
  
      High Standards produce great success!

     Everyone must be committed to and achieving
      agreed-upon minimum standards of performance.

     Accountability for performance standards will be
      raised.
     Successful outcomes are a result of intentional
      activities.
Next Steps
      These minimums will be achieved by
       every sales person.

      Daily accountability meetings will be
       implemented for team members below
       minimum levels.

      Corrective action plans will be instituted
       for habitual activity under-achievers.

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Sales performance kpi's

  • 1. Key Performance Indicators Sales Performance Review Process Key Performance Indicators
  • 2. Key Performance Indicators  Weekly Contacts & Appointments  Prospect Identification  Proposed Revenue  Forecasting Sales  Sales Revenue Results  CRM Updates
  • 3. Weekly Contacts & Appointments  80 Weekly Contacts…Phone, Cold Calls, Letters, etc…  10 Weekly Appointments with Key Decision Makers. These activity standards are required for success, and are the minimum standard for measuring performance.
  • 4. Prospect Identification  Adding 2 Prospects daily is a minimum standard for measuring performance.  8 to 10 New Prospects Weekly is a Performance Benchmark for Every Sales Professional of our organization.
  • 5. Proposed Revenue  Proposed Revenue will be 7 times Monthly Plan of $35,000.  You should have $245,000 of proposed revenue in the funnel at all times ensuring the achievement of your revenue plan. Success Metrics for Proposed Revenue will be measured at a minimum of 7 times plan.
  • 6. Forecasting Sales  Forecasting Sales Revenue with a minimum of 80% Accuracy within 30 days.  If we do not ask when the prospect wants to implement the installation, we can’t possibly forecast the account accurately. Owning our Sales Forecasts with 80% accuracy is the Benchmark for successful Sales Professionals.
  • 7. Sales Results  Sales Revenue of $35,000 is the Minimum expectation of Sales Professionals not the target. $35,000 is the benchmark for Measuring success for Sales Professionals.
  • 8. Compass Updates  Updating Daily Activity Results at the end of each day is measure of success for Sales Professionals. Information Management is the Key to successful territory management.
  • 9. What This Means  High Standards produce great success!  Everyone must be committed to and achieving agreed-upon minimum standards of performance.  Accountability for performance standards will be raised.  Successful outcomes are a result of intentional activities.
  • 10. Next Steps  These minimums will be achieved by every sales person.  Daily accountability meetings will be implemented for team members below minimum levels.  Corrective action plans will be instituted for habitual activity under-achievers.