Rep and Team Leaderboard Dashboards:This is an overview of individual rep and team performance data, includingsales quotasattainment, leads in pipe, pipe generation, closed/won deals, average sales cycle time, and sales activities. For more guidance, check out our article on key salesKPI dashbo...
In this article, we share a sales report template you can use for free with Google Sheets. We’ll also cover what sales reporting is, how often you should be doing it, how to use our free template and how KPI dashboards can improve team engagement. What is a sales report? A sale...
Sales report template On average, a small business might spend up to 20 percent of its revenue pursuing sales leads. For newer companies, this figure can reach 45 percent. With all this money going toward sales, it’s only natural that you and your sales team, managers, executives or ...
A territory business plan should cover your sales territory. Historically, sales territory is the division of geographical regions for assignments to sales representatives. These representatives are responsible for all customers or clients within that area. This template fromSlide Teamis for convenience st...
Record sales call activity to create a simple weekly report. Use this template to track data from one sales rep or a team. Enter the daily number of calls and sales made, along with target amounts. The Microsoft Excel version of this template calculates the sales rate for each day of the...
What does KPI mean in sales specifically? Sales KPIs are metrics that indicate the effectiveness of your team’s efforts to reach company goals. Typically, these are split into two different categories: Results-based Activity-based Each of these methodologies rely on their own corresponding metrics...
Highlight key changes to your numbers by using status indicators and KPI notifications for Slack. Automate reporting Say goodbye to manually updated spreadsheets. Now your dashboards always stay up to date. Boost team performance “Geckoboard had a direct impact on our sales figures” ...
Revenue per sales rep, $.This KPI together with historic benchmarks will tell how team members are performing. Few more indicators that can help and can be possibly converted into KPIs: Customer lifetime value, $.The same as above, it will help to come up with better marketing and sales...
Calculate this sales KPI by dividing the total number of days it took to close all deals in a given period by the number of deals closed. Lead response time The time it takes your sales team to respond to new leads. Faster response times often lead to more engaged leads and higher conve...
Weekly Status Report Template Image Source This straightforward, easy-to-use template is great for those new to sales reporting and is available to download in both Microsoft Word and Excel formats. Regularly analyzing and leveraging data is an important activity for any sales team. To learn more...