This KPI measures accumulated and forecasted sales revenue compared to target for the year to date. It is helpful to have this overview of performance because there can be large variances month to month. The forecast helps you predict how you will end up at the end of the period.
Sales velocity provides information about how fast you are making money. Many organizations work to optimize each of the 4 key factors afffecting velocity by measuring and focusing on one factor at a time.
This graphic summarizes the value and number of sales opportunities. It’s important to monitor sales pipelines on individual and team levels in order to understand expected sales revenues and cashflow and optimize processes.
If building existing customer revenues and reducing churn is important, then ‘Forgotten customers’ is an important KPI. It alerts your sales or customer success teams when there has not been any recent activities or customer contact.
For many businesses it is essential to actively call prospects in order to generate business. This visualization shows how many outbound calls are made per day/week/month compared to the target range. Almost every sales activity can be visualized this way. For instance number of meetings booked each time period.
