Select the few sales metrics that reveal the system's health, set targets, and build the simple recurring view that lets you see your whole sale at a glance.
Pick a focused set, and set a target for each. Conversion by stage is the most diagnostic, because it shows exactly where deals leak.
Build the scoreboard so you can read it in a minute. Populate it each period. The by stage view turns a vague "sales is off" into a precise read of where deals are lost, which tells you which earlier guide to strengthen.
| Metric | This period | Target | Trend (up / flat / down) |
|---|---|---|---|
| Win rate | |||
| Sales cycle length | |||
| Stage 1 to 2 conversion | |||
| Stage 2 to 3 conversion | |||
| Stage 3 to 4 conversion | |||
| Average deal size | |||
| Pipeline coverage |
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