Select the few metrics that actually tell you whether generation is healthy, define your funnel stages, and build the simple recurring view that lets you see the whole system at a glance.
Pick a focused set. More metrics is not better; the right few are.
Build the scoreboard so you can read it in a minute. Populate it each period. Keep it simple enough that you will actually look at it; a one-page scoreboard you check weekly beats an elaborate dashboard nobody opens.
| Metric | This period | Target | Trend (up / flat / down) |
|---|---|---|---|
| Leads generated | |||
| New to Contacted % | |||
| Contacted to Sales-ready % | |||
| Sales-ready to Won % | |||
| Cost/effort per lead (by channel) | |||
| Best-customer source(s) |
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