This document provides a monthly analysis for Clearwater Systems in 2009 that includes key performance metrics for October, November and December. It tracks the house lead closing ratio, number of creative appointments, percentage of total systems sold, average sale amount, and percentage of signed follow-ups completed. Representatives are graded on these metrics and can earn up to 20 bonus points based on comments provided.

1. Clearwater Systems Monthly Analysis 2009
Name:_____________________________
October November December
1) House Lead Closing Ratio ______ ______ ______
2) Number of Creative Appt.’s ______ ______ ______
3) % of “Total Systems ” ______ ______ ______
4) Average $ Amount /Sale ______ ______ ______
5) % of Signed Follow-up’s
Completed Within Last Month ______ ______ ______
Bonus: (See comments on back) ______ ______ ______
GRADE %:
GUIDE:
1) House Lead Closing Ratio 2) Number of Creative Appointments
80% or > 18 - 20 pts 8 plus 15 – 20 pts
70% -79% 14 -17 pts 6-8 11 – 14 pts
60% - 69% 10 - 13 pts 3-5 6 – 10 pts
50% - 59% 5 - 9 pts 1- 2 0 – 5 pts
3) Percentage of Totals 4) Average $ Amount of Sale
50 % = 15 – 20 pts $2000 - 2499 17 – 20 pts
40 % = 12 – 15 pts $1800 - 1999 14 – 16 pts
30 % = 9 -11 pts $1500 - 1799 11 – 13 pts
20 % = 5 – 8 pts $1100 - 1499 8 – 10 pts
10 % = no pts < than $1099 0 – 7 pts
5) % of Signed Follow-up’s
60 % = 17 – 20 pts
50 % = 15 – 16 pts
40 % 13 – 14 pts
30% 11 – 12 pts
20 % = 9 – 10 pts
10 % 0 – 8 pts

2. Date:
Comments:
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Sales Manager Sales Representative
Date:
Comments:
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Sales Manager Sales Representative
Date:
Comments:

3. ____________________________
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Sales Manager Sales Representative