Sales KPI Checklist
Sales KPI Checklist
Date: [Month Day, Year]
Instructions:
-
Review this checklist at the beginning of each month.
-
Use historical data to fill in the 'Previous Month' column.
-
At the end of the month, complete the 'Current Month' column.
-
Calculate the variance and make notes on action plans.
Legends:
-
On Target
-
Needs Attention
-
Critical Issue
|
KPI Category |
Specific KPIs |
Previous Month |
Current Month |
Variance |
Status |
|
Revenue |
Total Revenue |
$10,000 |
$11,000 |
+10% |
On Target |
|
Leads |
Avg. Deal Size |
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|
New Leads |
|||||
|
Lead Conversion Rate |
|||||
|
Customer |
Retention Rate |
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|
Churn Rate |
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|
Team |
Employee Satisfaction |
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|
Absenteeism |
By regularly updating this Sales KPI Checklist, you’ll not only get a snapshot of your current sales performance but also uncover potential areas for improvement.
