Sales Initiatives Report Assessment To Improve Salesperson Performance Complete Deck

ales
Initiatives Report
Assessment to
Improve Salesperson
Performance

Agenda
2
Improving sales team performance through
workforce planning and training
The firm will investigate various sales initiatives which
will be critical in generating leads, customers and sales
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

CONTENTS
3
Various Sales Initiatives Taken by
Firm in Future
Analyzing Firm Present Scenario
› Net Sales (Business Segment, Geographic Region, Market
Maturity)
› Firm’s Present Market Share
Analyzing Sales Department Performance
› How Different Brands are Performing in Market?
› Sales Comparison Year Over Year
› Revenue Generated by Quarterly Sales of Different Products
› Current Scenario of Customers and Employees
› What are the Concerns Faced by Sales Department?
Evaluating Sales Team Performance
› Current Sales Team Structure
› Sales Force Evaluation
• Daily Reports Analysis of Various Sales Representatives
• Weekly Sales Performance Report
• Yearly Report Accessing Sales Department Performance
› Embracing Technology to Improve Sales
› Software Selection for Sales Management Systems
› Comparing Different Sales Management Systems Software
Sales Management System
Sales Workforce Management
› Sales Workforce Planning
› How Firm Capabilities will be Resourced?
› Salesforce Training at Workplace
› Sales Team Incentive Plan – Reward System
Handling Customers
› Ideal Prospect Profile
› Handling Customer Churn by Improving Customer Experience
› Analyzing Marketing Campaigns
› Cost Benefit Analysis for Marketing Strategies
Sales Effectiveness Initiatives
› Sales Plan and Techniques to Drive Revenues
› Cost Associated to Sales Department
› Impact of Sales Effectiveness Initiatives
› Projected Sales Performance
Sales KPI Dashboard

Analyzing Firm Present Scenario
› Net Sales (Business Segment, Geographic Region, Market Maturity)
› Firm’s Present Market Share
4

Net Sales (Business Segment, Geographic Region, Market Maturity)
5
The purpose of this slide is to provide relevant information regarding the net sales generated by different business segment, net sales generated in different geographic locations and by the market
maturity.
2020
19%
10%
12%
32%
27%
Segment 1
Segment 2
Segment 3
Segment 4
Segment 5
Net Sales by Business Segment
44%
24%
9%
9%
7%
7%
North America
Europe
Asia Pacific
Greater China
Latin America
India , Middle East & Africa (IMEA)
65%
35%
Developed Markets
Developing Markets
Net Sales by Geographic Region Net Sales by Market Maturity
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

Firm’s Present Market Share
6
This slide provides information that the firm’s present market share as compared to the existing competitors in the market. The firm can increase its market share by capturing competitor’s market.
Own Brand
Competitor 1
Competitor 2
Competitor 3
Competitor 4
Others
15%
36%
17%
12%
10%
10%
› Currently, firm is at third place and has various opportunities to increase its market share and expand its
business growth
› Add text here
Notes :

Analyzing Sales Department
Performance
› How Different Brands are Performing in Market?
› Sales Comparison Year Over Year
› Revenue Generated by Quarterly Sales of Different Products
› Current Scenario of Customers and Employees
› What are the Concerns Faced by Sales Department?
7

How Different Brands are Performing in Market?
8
This slide provides information regarding the brand sales report of last month in terms of the best selling as well as worst selling products of various brands. It will help in recognizing the winners
and losers of the month.
Brand 1
(+12.30%)
Brand 2
(+18.60%)
Brand 3
(+16.30%)
Best Selling Product - XYZ
47,000
42,000
40,000
Worst Selling Product - ABC
380
875
500
Note –
The ‘+’ sign signifies the percentage increase in the brand sales as compared to the previous month.

Sales Comparison Year Over Year
9
The sales department compares the sales figures of two years. This comparison will help firm in analyzing how well the department is performing between two years.
Units Sold
0
20000
40000
60000
80000
100000
120000
140000
Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec
2020
2019
UnitsSold
Achievements 2019 2020
January 87,800 83,000
February 89,500 90,000
March 1,01,600 96,560
April 90,750 98,450
May 85,950 83,000
June 98,560 1,01,500
July 1,03,450 1,12,000
August 1,19,500 1,14,000
September 95,800 96,000
October 1,04,610 1,12,000
November 1,08,885 1,14,000
December 1,07,800 1,01,500

Revenue Generated by Quarterly Sales of Different Products
10
The purpose of this slide is to provide the information regarding the revenue generated from sales of different products on quarterly basis.
Product 1 7,852 8,254 8,147 8,452
Product 2 5,642 5,752 3,875 4,562
Product 3 2,166 2,265 3,745 4,698
Product 4 2,531 2,623 2,656 2,874
Product 5 2,135 2,247 2,684 2,475
Product 6 1,156 1,245 1,368 1,475
Q1 Q2 Q4Q3
Quarterly Sales (2020)(in $MM)

Current Scenario of Customers and Employees
11
This slide provides information regarding the increase in number of churners with increase in customer base. There is an increase in salesforce turnover rate in last six months.
0
50
100
150
200
Q1 Q2 Q3 Q4
Thousands
Customers and Churners
Churners
Customers › The customer churn number is increasing with
increase in customer base from Q1 to Q4
› Add text here
Notes :
› The attrition rate of salespeople has been increased
in last 6 months
› The sales force performance is not satisfactory and
needs to be improved
Notes :
0%
2%
4%
6%
8%
10%
12%
14%
Jan Feb Mar Apr May June
Salesforce Turnover Rate (%)

What are the Concerns Faced by Sales Department?
12
The sales department needs to optimize its operations in order to improve its sales figures. But the department is facing some serious concerns that are creating hurdles in achieving it. The concerns are –
Bad sales team performance, high salesforce turnover, high customer churn rate.
Improving Sales Management Systems
› Firm needs to upgraded its management system software to – handle its sales teams
› Enlisted are the software used by firm-
Billing (POS) – XYZ
Inventory Management – ABC
› Add text here
Bad Sales Team Performance
› Firm needs to improve the sales of its products
› Firm should take initiative in handling sales of worst selling products
› Add text here
› Add text here
High Salesforce Turnover High Customer Churn Rate
› The number of churners also increase with
increase in customer base. The number of
churners had increased from 50,000 (in Q4)
as compared to 25,000 (in Q1)
› Add text here
› The firm is facing high employee attrition rate
which is 12% (last month of June) as
compared to 2% (in Jan)
› Add text here
› Add text here

Evaluating Sales Team Performance
› Current Sales Team Structure
› Sales Force Evaluation
• Daily Reports Analysis of Various Sales Representatives
• Weekly Sales Performance Report
• Yearly Report Accessing Sales Department Performance
13

Current Sales Team Structure
14
This slide depicts the present organizational structure of sales department heading by the sales director. The sales team consists of sales supervisor, distribution manager, business manager, promotion
supervisor. It also consists sales representatives, sales engineers, etc.
Sales Director
Sales
Supervisor
Distribution
Manager
Business
Manager
Promotion
Supervisor
Logistics
Supervisor
Sales
Engineer
Sales
Representative
Distribution
Executive
Business
Assistant
Business
Representative
Promotion
Executive
Logistics
Staff
Add text here
Add text here Add text here
Sales staff
Add text here Add text here
Sales staff
Add text here

Daily Reports Analysis of Various Sales Representatives(1/2)
15
The daily sales reports provides an overview of the state of sales activities within a firm. It helps in analyzing the performance of different sales executives/ representatives. They help in tracking sales
metrics that are relevant on daily basis such as number of calls, meetings set up by representatives, number of leads created, etc.
Parameters Benchmark Sales Rep 1 Sales Rep 2 Sales Rep 3 Sales Rep 4 Sales Rep 5
Numbers of meetings by sales representatives 5 5 7 8 6 9
Number of opportunities created 35 25 27 32 42 51
Number of client conversations by representative 10 15 16 17 12 15
Lead response time by representative (in hr) 1 1.6 1.4 1 0.9 0.3
Up Sell and Cross Sell Rates(%) 15% 14% 13% 16% 15% 16%
Add text here XXXX XXXX XXXX XXXX XXXX XXXX

Daily Reports Analysis of Various Sales Representatives (2/2)
16
0
2
4
6
8
10
12
14
16
Mon Tues Wed Thurs Fri
Number of Daily Sales
Friday, July 6th
Number of
leads created
Number of
opportunities75 24
Number of Sales/Closed deals
8%
Total Volume of Daily Sales compared to yesterday
= $2,600
Total Volume of Daily Sales

Weekly Sales Performance Report (1/2)
17
The weekly sales reports helps in tracking companies and individual's sales performance and essential KPIs such as lead to opportunity ratio, lead conversion ratio, customer lifetime value.
$280
$460
$400
$500
$420
$380
$470 $465
$500
$400
$550
W19 W20 w21 W22 W23 W24 W25 W26 W27 W28 W29
Avg. Customer Lifetime Value| Last 10 Weeks
20 Months
Avg. Customer Lifetime
Avg. Customer Lifetime Value650
Lead to Opportunity Ratio
20%
Lead to Opportunity Ratio
5 : 1
Unqualified Leads turned into Qualified Leads
2,300
Leads
500
Opportunities
Customer Lifetime Value

Days
Sales-in
Office
Sales –
outside
Office
In Office
Visits
Outside
Calls
File Phone
Calls
Add text
here
Add text
here
Add text
here
Add text
here
Add text
here
Total
Monday 15.00 23.00 4.00 45.00 22.00 2.00 100.00 0.00 0.00 0.00 210.00
Tuesday 23.00 76.00 10.00 50.00 54.00 45.00 80.00 0.00 0.00 0.00 338.00
Wednesday 4.00 130.00 11.00 33.00 67.00 65.00 400.00 0.00 0.00 0.00 710.00
Thursday 102.00 40.00 18.00 0.00 86.00 82.00 97.00 0.00 0.00 0.00 425.00
Friday 33.00 55.00 22.00 49.00 143.00 26.00 50.00 0.00 0.00 0.00 378.00
Saturday 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Sunday 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Totals 177.00 324.00 65.00 177.00 372.00 220.00 0.00 0.00 0.00 0.00 2,061
GOAL 200.00 400.00 300.00 65.00 500.00 300.00 400.00 600.00 300.00 300.00 3,365.00
VARIANCE
24.00 76.00 235.00 0.00 128.00 80.00 400.00 600.00 300.00 300.00 2,143.00
Weekly Sales Performance Report (2/2)
18
The weekly sales reports helps in tracking companies and individual's sales performance and essential KPIs such as lead to opportunity ratio, lead conversion ratio.

Yearly Report Accessing Sales Department Performance
19
The yearly sales reports helps in tracking the sales performance on annual basis in terms of – top sales performers, sales performance by region wise, quantity of products sold and year over year ales
comparison, etc.
29051
196155
199030
331570
272653
167456
2014 2015 2016 2017 2018 2019
Sales Yearly Performance
QUANTITY
QUANTITY
19200
15700 15000 14900
13400
John McGiver Salvador Dali Dulce Pontes Toma Ikuta Celine Dion
Top 5 Sales by Sales Representatives
13000
14000
17000
23000
24000
Product 5
Product 4
Product 3
Product 2
Product 1
Top 5 Sales
QUANTITY
Asia
Europe
North
America
26%
40%
34%
Sales Yearly Performance

Various Sales Initiatives Taken by
Firm in Future
20

Various Sales Initiatives Taken by Firm in Future
21
The slide provides information regarding the various initiatives taken by sales department in order to improve its sales. The initiatives include – embracing technology, training of salesforce and various
marketing strategies.
Embracing Technology
in Sales Department
› Firm will improve optimize its core
operations with the help of technology
advancement in terms of advanced sales
analytics, customer insights, predictive
analytics
› Add text here
› Add text here
Salesforce
Training
› Workforce planning and training will be
fruitful in improving overall performance
and productivity of salesforce
› Add text here
› Add text here
Marketing Strategies to
Improve Sales
› Firm will create various marketing
initiatives such as campaigns, viral
marketing, etc. in order to drive more
revenues. These initiatives will be
assessed on cost benefit analysis
› Add text here
› Add text here

Sales Management System
› Embracing Technology to Improve Sales
› Software Selection for Sales Management Systems
› Comparing Different Sales Management Systems Software
22

Embracing Technology to Improve Sales
23
The sales department will optimize its operations by embracing technology in terms of advanced sales analytics, customer insights, predictive analytics, etc. This slide provides information regarding at what
extent the firm using the mentioned technologies and how much it will upgrade in upcoming months.
34%
35%
40%
55%
25%
50%
40%
64%
25%
23%
20%
10%
25%
25%
20%
20%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Add Text Here
Add Text Here
Targeted Sales Content
Sales Methodologies
Customers Insights
Price Rules Engines
Predictive Analytics
Advanced Sales Analytics
Current Using Piloting / Plan to use in next 12-18 Months

Software1 Software 2 Software 3 Software 4 Software 5
X ✔ ✔ X ✔
✔ ✔ ✔ ✔ ✔
✔ X ✔ ✔ ✔
X ✔ X ✔ ✔
X X ✔ ✔ ✔
X X ✔ X ✔
$25000 $20000 $27000 $35000 $40000
Software Selection for Sales Management Systems
24
The firm will upgrade its ineffective sales management system. This slide provides information regarding various software with essential features from different vendors that will help firm in choosing the
suitable system.
Campaign Management –Social Media
Lead Management
Campaign Management - Email
Sales Order Management
Advanced Analytics
Cost
Features
Contact Management

Comparing Different Sales Management Systems Software
25
The firm will upgrade its ineffective sales management system. This slide will help firm in choosing the suitable system by analyzing them on several parameters.
Software Functionality Ease of
Use
Value for
Money
Customer
Support
Maintenance
Service
Cost Comments
Software 1 X ✔ ✔ X ✔ $25000 Add text here
Software 2 ✔ ✔ ✔ ✔ X $20000 Add text here
Software 3 ✔ X ✔ ✔ X $27000 Add text here
Software 4 ✔ ✔ X ✔ X $35000 Add text here

Sales Workforce Management
› Sales Workforce Planning
› How Firm Capabilities will be Resourced?
› Salesforce Training at Workplace
› Sales Team Incentive Plan – Reward System
26

Sales Workforce Planning
27
The firm will assess current available workforce in order plan the future requirement of workforce staffing by addressing the gaps, risks. The gaps and risks occurring are adequate quantity of talent,
training or reskilling of existing employees.
Workforce group Sales Specialists Marketing Specialists Senior leaders
Future staffing
requirement
› Requirement of more capable staff
to handle difficult customer
› Requirement of more capable staff
› Growing need of people for
undefined period
Current
workforce
› Availability of experienced staff
who enhance their technical and
interpersonal skills
› Five people are retiring over next 3
years
› Voluntary turnover might increase
› Few people might leave due to
culture change
› Add text here
Handling issues,
risks, gaps
› 25% of recruits are from other
countries
› Risk of change in migration policy
› Requirement of 12 new people
over next 2 years
› Firm might face critical risk of
hiring appropriate talent
› Risk of taking too long to adapt to
change
› Add text here
Risk mitigation
activities
› Considering coaching as
knowledge transfer routes
› Structured approach in hiring talent
› Providing professional training
› Add text here
› Selective head hunting
› Add text here

How Firm Capabilities will be Resourced?
28
The firm will address the surplus, shortage or skills mismatch by taking necessary action at key priority areas in various capability groups.
Requirement 1 2 3 4
Recruitment ✔
Outsource ✔
Reallocation ✔ ✔
Redeployment ✔
Automation ✔ ✔
Collaboration with external
sources
✔
Add text here ✔ ✔
Add text here ✔
Add text here ✔
Workforce Group

Salesforce Training at Workplace
29
There will be a provision of external training of sales team which will play important role in their development. The external training will be given by experts of various fields. This training will not be free, and
charges will cost the firm per employee.
Silver Gold Platinum
1
Self assessment tools
3 hours class
3 online modules
$150 per employee
7 hour blended real time online
class
3 – in person seminars
$250 per employee
class
3 – in person seminars
$350 per employee
2
4 hours class
7 online modules
One on One evaluation
$150 per employee
class
3 coaching sessions
$250 per employee
class
3 coaching sessions
$450 per employee
3
4 hours class
3 online modules
Role playing
$150 per employee
class
3 coaching sessions
3-hour role playing
$250 per employee
class
6 coaching sessions
3-hour role playing
$450 per employee
4
4 30 min. podcasts
3 online modules
Role playing
$150 per employee
class
3 in person seminars
3-hour role playing
$250 per employee
class
4 in person seminars
6-hour role playing
$450 per employee
SalesforceTraining
Packages

Sales Team Incentive Plan – Reward System
30
This slide presents the information regarding the reward system adapted for employee motivation. This will help in changing work habits and key behaviors to benefit the business.
› Allows employees with exclusive rights to buy a specific number of firm’s shares at a fixed
price for specified period
› Employee can retain or sell stocks in the open market to gain value of shares
› Add text here
Stock Options
› Incentive program for employee rewarding related to their contribution to firm’s
achieved profit goal
› Add text here
› Add text here
Profit Sharing
› Rewarding employees will encourage positive contributions. Perks like –
o Monetary awards – bonuses
o Non-Monetary benefits - Preferred scheduling
› Add text here
Staff Recognition

Handling Customers
› Ideal Prospect Profile
› Handling Customer Churn by Improving Customer Experience
› Analyzing Marketing Campaigns
› Cost Benefit Analysis for Marketing Strategies
31

Ideal Prospect Profile
32
The slide provides glimpse about customer profile that will help firm in better understanding of customer which includes customer demographics, background, etc
Your Ideal Client
emailaddress123@.com # Street number , City , State 0123456789
Age
› This slide is 100% editable.
› Adapt it to your needs and capture your audience’s attention.
Education
Hobbies
Children ?
Notes
Income
Occupation
Marital Status
Sports
Pets

Handling Customer Churn by Improving Customer Experience
33
The sales department can handle the issue of customer churn by enhancing customer loyalty. This slide provides information regarding the ways through which churn rate can be controlled by providing
personalized messages to customers, addressing customer issues.
5%
14%
22%
15% 15%
20%
4%
15%
30%
29%
12%
5%
4%
1%
<1 Month 1-3 Months 4-6 Months 7-9 Months 10-12 Months >1 Year Don’t know
New Customers Existing Customers
With increase of customer base, the firm is facing issue of high churn rate
which will be reduced by steady customer experience.
Achievement by sales workforce –
› Reduction in sales cycles,
› Productivity increment of sales representatives
› Quicker path to revenue attainment
Customer to
reduce customer
churn rate
Consistent messages across all
customer touchpoints
Customized messages
to customer
Handling customer experience issues
leading in minimizing loyalty and
reduce attrition at all touchpoints
General Sales cycle close time with New or Existing Customers

Analyzing Marketing Campaigns
34
The purpose of this slide is to analyze the performance of various campaigns launched by sales department. The primary aim of these campaigns to increase brand awareness of the product and converting
leads for business. Various campaigns are analyzed based on their duration, cost, conversion rate and sales generated.CAMPAIGNS
Platform Duration Orders Impression Cost
Conversion
Rate
Sales
Online – Affiliate 2 Months 106 245,525 $11,000 0.07% $14,500
Online – Social Media 3 Weeks 124 24,215 $12,500 2.87% $18,000
Online - Email 4 Weeks 95 21,421 $15,000 1.32% $19,000
Online – Referral 2 Weeks 54 133,222 $18,000 0.65% $20,700
Offline - Banner 2 Weeks 665 4,521 $19,500 1.1% $22,000
Offline – TV 6 Weeks 8077 325,122 $22,000 8.46% $51,000

Cost Benefit Analysis for Marketing Strategies
35
The purpose of this slide is to provide the information regarding the cost of various marketing activities and the benefits associated to these activities.
Marketing Activities
Social Media
Campaign
Promotional Video Viral Marketing Event Marketing
Cost Free $2,500 $15,000 $25,000
Benefit
Catering to large amount of
people more than 1 billion
More and more people
getting exposed to the video
shared at online platform
More than 150,000 people
will discuss about the new
product offering
Great way to drive sales.
More than 10,000 people
interested in event

Sales Effectiveness Initiatives
› Sales Plan and Techniques to Drive Revenues
› Cost Associated to Sales Department
› Impact of Sales Effectiveness Initiatives
› Projected Sales Performance
36

Sales Plan and Techniques to Drive Revenues
37
The purpose of this slide is to provide the information regarding various strategies implemented by sales department with the action plan, completion date, and responsible person involved.
Strategy Action Plan Completion Date Person Responsible
Increase Sales
Meet with top 25% customers and
identify ways to increase sales per
customer
November 2019 Customer Sales Manager
Employee Training
Customer Service training for all
staff
August 2019 Sales Manager
Improved Customer Service Website Upgradation July 2019 and Ongoing IT Manager, Sales Manager
Increase Customer Base
Review competitor offer and target
weakness in their offer
December 2019
Sales Manager
Recruitment Plan – New Hiring
Identify skill set required for
additional staff
October 2019 Sales Manager
Add text here Add text here Add text here Add text here

Cost Associated to Sales Department
38
This slide provides information regarding the costs associated to various segments in terms of base salaries, bonus/commission, software expenses, training, etc.
Base Salaries $785,020 $820,000 $845,000 $870,000
Bonus/Commission
Structure
$125,000 $145,000 $165,000 $185,000
Software Expenses $28,000 $2,000 $2,000 $2,000
Training Expenses $25,000 $25,000 $25,000 $25,000
Add text here XXXXXX XXXXXX XXXXXX XXXXXX
Add text here XXXXXX XXXXXX XXXXXX XXXXXX
Q1 Q2 Q4Q3
Description

Impact of Sales Effectiveness Initiatives
39
The slide depicts the impact of successful implementation of sales effectiveness initiatives that are undertaken by sales department in order to cater the various issues faced and overall improving the sales
figures.
Sales/ Revenues $575,000 $600,000 $625,000 $700,000
# of Customers 350,000 380,000 410,000 440,000
# of Churners 145,000 137,000 125,000 112,000
Salesforce Attrition
Rate (%)
6.5% 5.5% 4.2% 3%
Conversion Rate 2.8% 3.5% 4.1% 4.6%
Add text here $10,000 $50,000 $65,000 $105,000
Q1 Q2 Q4Q3
Parameters

6.2% 6.2% 6.2% 6.1% 6.2% 6.2%
0
2.5
5
7.5
10
12.5
15
0
1000
2000
3000
4000
5000
6000
7000
FY 2015 FY 2016 FY 2017 FY 2018 FY 2019 FY 2020(Forecasted)
Other Markets Europe North America China Japan Column1
Projected Sales Performance
40
The purpose of this slide is to provide the information regarding the sales performance across various geographical regions in various financial years and the forecasted sales.
UnitsinThousands

Sales KPI Dashboard(1/2)
42
The sales dashboard is an effective tool that helps in monitoring various sales KPIs in order to aid sales teams in reaching sales goals by analyzing the sales performance.
No. of Sales Revenue Profit Cost
150 $250,000 $45,000 $205,000
4% 9% 1% 12%
5% 4% 11% 1%
$70,000
$55,000
$425,000
$180,000
$155,000
$220,000
Twitter
Instagram
Google Ads Search
GDN
Facebook
Email
$k
$50k
$100k
$150k
$200k
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Upcross / Sell
New Customers
Up/cross Sell
Revenue $16,501
% of Revenue 11%
Total 26
Rate 2%
Revenue $43,812
Churn
Sales
Marketing
33%
67%
($36,850)
($73,450)
Cost Breakdown
Sales Revenue
Accumulated Revenue
Incremental Sales
2018

Sales KPI Dashboard (2/2)
43
The sales dashboard is an effective tool that helps in monitoring various sales KPIs in order to aid sales teams in reaching sales goals by analyzing the sales performance.
New Customer 145
Sales Revenue $750,000
Profit $200,000
0
5
10
15
20
25
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
120% Target Met
2020
Average Weekly Sales Revenue= 50,000 Above Sales Target = $350,000
Average Revenue per Unit $145
$101 $99 $101 $100 $99 $107
$121 $133 $140 $146 $147 $152ARPU I Last 12 Month
Customer Lifetime Value $350
46
127
203
162
245 255
361
281
331 332 339 353
286
427 408 383
321
CLV I Last 12 Month
Customer Acquisition Cost $250
312
278 276
254 249 236
211 214 196 181 176 161
CAC I Last 12 Month

Sales Initiatives Report Icons Slide
44

Roadmap for Process Flow
46
01
02
03
04
05
06
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to your needs and capture your
audience's attention.
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30 60 90 Days Plan
47
30 Day Plan
60 Day Plan
90 Day Plan

Weekly Timeline with Task Name
48
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
Name Here Text Here
Name Here Text Here
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Stacked Bar
49
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15
18 20 21 22
25
30
34
10
15
17
23
26
31
34
37
40
5
15
25
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45
55
65
Profit(Milliondollars)
Product 01
This graph/chart is linked to excel, and changes
automatically based on data. Just left click on it and
select “Edit Data”.
Product 02

Column Chart
50
2017 2018 2019 2020
Product01
Product02
0
1
2
3
4
5
7
6
8
9
10
Profit(Milliondollars)
Product 01
Product 02

Our Mission
51
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your needs and capture your
Vision
Mission
This slide is 100% editable. Adapt it to
your needs and capture your
Goal

Our Awesome Team
52
Designation
Name Here
Designation
Name Here
Designation
Name Here

53
Financial
20%
Minimum
This slide is 100% editable. Adapt it to your needs and capture your
30%
Medium
50%
Maximum

About Our Company
54
Professional
Creative
Talented

55
Comparison
20%
WhatsApp Users
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
30%
Twitter Users
50%
Facebook Users

Post it Notes
56
Text Here
Text Here
Text Here

57
Quotes
Steve Jobs
Great things in business
are never done by one
person. They’re done by
a team of people.

Thanks for Watching!
58
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com

Sales Initiatives Report Assessment To Improve Salesperson Performance Complete Deck

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