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Sales Performance Review Process
Key Performance Indicators
Key
Performance
Indicators
Key Performance Indicators
 Weekly Contacts & Appointments
 Prospect Identification
 Proposed Revenue
 Forecasting Sales
 Sales Revenue Results
 CRM Updates
Weekly Contacts & Appointments
 80 Weekly Contacts…Phone, Cold Calls,
Letters, etc…
 10 Weekly Appointments with Key
Decision Makers.
These activity standards are required for success,
and are the minimum standard for measuring
performance.
Prospect Identification
 Adding 2 Prospects daily is a minimum
standard for measuring performance.
 8 to 10 New Prospects Weekly is a
Performance Benchmark for Every Sales
Professional of our organization.
Proposed Revenue
 Proposed Revenue will be 7 times
Monthly Plan of $35,000.
 You should have $245,000 of proposed
revenue in the funnel at all times
ensuring the achievement of your
revenue plan.
Success Metrics for Proposed Revenue will be
measured at a minimum of 7 times plan.
Forecasting Sales
 Forecasting Sales Revenue with a
minimum of 80% Accuracy within 30
days.
 If we do not ask when the prospect
wants to implement the installation, we
can’t possibly forecast the account
accurately.
Owning our Sales Forecasts with 80% accuracy is
the Benchmark for successful Sales
Professionals.
Sales Results
 Sales Revenue of $35,000 is the
Minimum expectation of Sales
Professionals not the target.
$35,000 is the benchmark for Measuring success
for Sales Professionals.
Compass Updates
 Updating Daily Activity Results at the end
of each day is measure of success for
Sales Professionals.
Information Management is the Key to successful
territory management.
What This Means

High Standards produce great success!
 Everyone must be committed to and achieving
agreed-upon minimum standards of performance.
 Accountability for performance standards will be
raised.
 Successful outcomes are a result of intentional
activities.
Next Steps
 These minimums will be achieved by
every sales person.
 Daily accountability meetings will be
implemented for team members below
minimum levels.
 Corrective action plans will be instituted
for habitual activity under-achievers.

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Salesperformancekpis 120622050720-phpapp02

  • 1. Sales Performance Review Process Key Performance Indicators Key Performance Indicators
  • 2. Key Performance Indicators  Weekly Contacts & Appointments  Prospect Identification  Proposed Revenue  Forecasting Sales  Sales Revenue Results  CRM Updates
  • 3. Weekly Contacts & Appointments  80 Weekly Contacts…Phone, Cold Calls, Letters, etc…  10 Weekly Appointments with Key Decision Makers. These activity standards are required for success, and are the minimum standard for measuring performance.
  • 4. Prospect Identification  Adding 2 Prospects daily is a minimum standard for measuring performance.  8 to 10 New Prospects Weekly is a Performance Benchmark for Every Sales Professional of our organization.
  • 5. Proposed Revenue  Proposed Revenue will be 7 times Monthly Plan of $35,000.  You should have $245,000 of proposed revenue in the funnel at all times ensuring the achievement of your revenue plan. Success Metrics for Proposed Revenue will be measured at a minimum of 7 times plan.
  • 6. Forecasting Sales  Forecasting Sales Revenue with a minimum of 80% Accuracy within 30 days.  If we do not ask when the prospect wants to implement the installation, we can’t possibly forecast the account accurately. Owning our Sales Forecasts with 80% accuracy is the Benchmark for successful Sales Professionals.
  • 7. Sales Results  Sales Revenue of $35,000 is the Minimum expectation of Sales Professionals not the target. $35,000 is the benchmark for Measuring success for Sales Professionals.
  • 8. Compass Updates  Updating Daily Activity Results at the end of each day is measure of success for Sales Professionals. Information Management is the Key to successful territory management.
  • 9. What This Means  High Standards produce great success!  Everyone must be committed to and achieving agreed-upon minimum standards of performance.  Accountability for performance standards will be raised.  Successful outcomes are a result of intentional activities.
  • 10. Next Steps  These minimums will be achieved by every sales person.  Daily accountability meetings will be implemented for team members below minimum levels.  Corrective action plans will be instituted for habitual activity under-achievers.