Free Sales Analytics Checklist Template
Sales Analytics Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
Checklist Item |
Mark ✔ |
---|---|
Define Sales Objectives and Goals |
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Collect and integrate sales data |
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Analyze customer purchasing histories |
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Track relevant KPIs (conversion rate, deal size) |
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Monitor website visitor data |
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Visualize sales data (graphs, dashboards) |
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Track social media engagement |
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Analyze product performance |
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Provide sales team training |
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Continuously monitor sales performance |
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Report insights to stakeholders |
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Develop improvement plans based on data |
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