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SALESMETRICS
Y O U N E E D F O R 2 0 1 7
5 MOST IMPORTANT
PERFORMANCE& GOALS
Monitoring team’s
performance towards activity
goals helps to prevent poor
performance. Identify and fix
potential challenges early with
sales activity reports which are
generated automatically.
SALES CYCLE
Some deals are taking more
time to close while others
taking less. Sales tracking
provides you a clear picture
how long it takes to close
a deal in your sales process.
Discovery
23%
Evaluation
14%
Negotiation
26%
Qualifying
31%
Closing
6%
SALESFORECASTS
Accurately forecasting your
sales and building a sales
plan can help you to avoid
unforeseen cash flow
problems. It is an essential
tool for managing a business
of any size.
10
20
30
40
50
January February March April May0
MARKETING
Some deals are taking more
time to close while others
taking less. Sales tracking
provides you a clear picture
how long it takes to close
a deal in your sales process.
10
20
30
40
50
Australia
South Africa
Canada UK US
A0
SALES FUNNEL
The sales funnel is a key chart
for sales leaders to identify
leaks and bottlenecks in your
sales process. Track
conversation ratio in sales
pipeline and improve results.
WHY DO YOU NEED I T ?
BE UP -TO -DATE
Your CRM dashboard needs to
be the first thing you see
every day. At one glimpse you
should be able to achieve full
clarity over your company’s
most important metrics.
When you track your metrics
historically, you’ll be able to
analyze trends in your results,
categorized by these key areas,
with more clarity.
To help you improve the
performance of your sales
reps , we have outlined a
number of important sales
metrics and KPIs that you
should focus on .
MAKE INFORMEDDECISIONS
LEARN FROM THEPAST
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