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 | ||||
New Leads | |||||
Lead Conversion Rate | |||||
Customer | Retention Rate | ||||
Churn Rate | |||||
Team | Employee Satisfaction | ||||
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.
Templates
Templates