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SALES
METRICS
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%
SALES
FORECASTS
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 May
0
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
C
anada
U
K
U
SA
0
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 IT?
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 INFORMED
DECISIONS
LEARN FROM THE
PAST

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5 most important sales metrics 2017

  • 1. SALES METRICS Y O U N E E D F O R 2 0 1 7 5 MOST IMPORTANT
  • 2. 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.
  • 3. 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%
  • 4. SALES FORECASTS 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 May 0
  • 5. 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 C anada U K U SA 0
  • 6. 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.
  • 7. WHY DO YOU NEED IT? 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 INFORMED DECISIONS LEARN FROM THE PAST