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Sales Performance Scoreboard.

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.

Part A: Define what to measure

Pick a focused set, and set a target for each. Conversion by stage is the most diagnostic, because it shows exactly where deals leak.

Part B: The recurring view

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.

MetricThis periodTargetTrend (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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Pulls data from the Sales Pipeline Tracker; feeds the Sales Forecast tool; reviewed through the Sales Optimization Protocol. Back to the guide.