I create this report each week. We call it the effort report and we use it in weekly one on ones. This allows us to identify strength and weaknesses in our team. Identify areas to improve, and take a minute to reflect on whats working. We can pace our store sales. We can pace our individuals salesman's goals. We can pace our daily traffic and see its effect on sales. On the far right of this scale is the effort score. This is not a simple sum of all the KPI's its weighted. Some items carry more weight then others. I'm always looking to improve this system. Please Share your feed back.

1. Sourcing
Sheets
Response
Time (min) Fresh Ups Phone Ups
Internet
Ups Other Ups Total Ups Phone Calls
Phone
Appt Rqt %
Outbound
Live Convo
% Emails Sent Texts Sent Appts Set
Internet
Contact %
Internet
Closing % Checkouts Sales
Overall
Closing %
Neil 29% 21.6 9 4 10 3 26 111 50 43% 74 104 5 70% 10% 0 8.5 33% 545
Larry 82% 38.4 8 0 8 1 17 164 0 30% 71 99 11 88% 38% 0 5.5 32% 497
Dick 72% 4.2 12 7 18 6 43 0 67% 0% 101 54 10 72% 6% 10 9.0 21% 416
Melvin 100% 26.4 6 1 10 8 25 122 67% 25% 60 7 10 90% 0% 9 8.0 32% 412
Lance 100% 5.4 7 6 15 7 35 77 60% 23% 112 75 7 80% 13% 0 5.0 14% 396
Kyle B 100% 12.6 5 5 22 4 36 53 40% 21% 80 110 7 77% 9% 0 5.5 15% 389
Milner 100% 33.6 4 3 10 8 25 91 100% 27% 105 51 6 70% 20% 7 4.5 18% 357
Peter 78% 6 4 5 8 1 18 72 100% 21% 73 94 6 13% 0% 0 4.5 25% 354
KJ 89% 12.6 3 2 9 0 14 70 100% 20% 115 89 3 67% 11% 7 4.5 32% 349
Troy 91% 39.6 8 1 11 2 22 78 0% 38% 74 48 8 91% 0% 0 5.5 25% 347
Lynn 85% 5.4 6 1 9 6 22 103 100% 17% 82 15 3 67% 11% 0 6.5 30% 337
Mike 91% 15.6 6 2 13 3 24 62 100% 31% 42 73 5 77% 8% 0 5.5 23% 325
Jake 100% 24 8 5 8 4 25 77 71% 22% 37 47 5 100% 0% 0 4.0 16% 296
Riley 100% 11.4 4 1 6 5 16 40 0% 29% 44 61 7 67% 0% 0 5.0 31% 281
Dustin 25% 0.6 0 3 4 3 10 23 100% 46% 77 76 6 75% 0% 0 4.0 40% 262
Sean 60% 7.2 4 0 7 4 15 14 0% 29% 34 52 3 100% 14% 1 2.5 17% 170
Joe 0% 0 4 0 0 2 6 8 0% 44% 19 16 0 0% 0% 0 0.0 0% 49
98 46 168 67 379 88.0 23%
May Sales Goal Needed Opps. per Day
Sales Tracking by Traffic
Sales by Work Days
Opportunities per Day