Sales Metrics Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Sales Metrics Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Sales Metrics related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Sales Metrics specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Sales Metrics Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Sales Metrics improvements can be made.

Examples; 10 of the 991 standard requirements:


1. Does your organization expect vendors to demonstrate the depth and capacity through metrics that substantiate an ability to support your organizations future needs using metrics?
   
   

2. How will the performance of an institutional sales manager with a few large accounts be compared with the performance of field reps who may see many more customers?
   
   

3. What processes are in place to nurture longer term opportunities, and do you have visibility related to the actions taken by your staff?
   
   

4. Is your organization working toward a method or process that can be leveraged in the future and that the marketplace would value?
   
   

5. What are the key metrics to follow for measuring ROI in terms of engagement, sales, brand loyalty and customer retention?
   
   

6. How are the salespeople being controlled and compensated, and on what metrics should the compensation be based?
   
   

7. Which entities are your organizations affiliates for purposes of the employee and revenue eligibility criteria?
   
   

8. Are you tracking customer satisfaction on the work performed to have greater confidence in your renewals?
   
   

9. How do you deliver accurate and reliable information on sales performance to management and sales people?
   
   

10. How do you really get into proven marketing efforts that will help push more leads into the sales funnel?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Sales Metrics book in PDF containing 991 requirements, which criteria correspond to the criteria in...


Your Sales Metrics self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Sales Metrics Self-Assessment and Scorecard you will develop a clear picture of which Sales Metrics areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Sales Metrics Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Sales Metrics projects with the 62 implementation resources:


• 62 step-by-step Sales Metrics Project Management Form Templates covering over 1500 Sales Metrics project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Project Scope Statement: Is the plan for your organization of the Sales Metrics project resources adequate?
   
   

2. Team Operating Agreement: Are there influences outside the team that may affect performance, and if so, have you identified and addressed them?
   
   

3. Schedule Management Plan: Have all involved Sales Metrics project stakeholders and work groups committed to the Sales Metrics project?
   
   

4. Stakeholder Management Plan: What potential impact does the stakeholder have on the Sales Metrics project?
   
   

5. Project or Phase Close-Out: What advantages do the an individual interview have over a group meeting, and vice-versa?
   
   

6. Team Performance Assessment: To what degree are sub-teams possible or necessary?
   
   

7. Planning Process Group: Are the necessary foundations in place to ensure the sustainability of the results of the Sales Metrics project?
   
   

8. Human Resource Management Plan: Is the current culture aligned with the vision, mission, and values of the department?
   
   

9. Activity Duration Estimates: Is there anything planned that does not need to be here?
   
   

10. Planning Process Group: On which process should team members spend the most time?


 
Step-by-step and complete Sales Metrics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Sales Metrics project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Sales Metrics project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Sales Metrics project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Sales Metrics project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Sales Metrics project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Sales Metrics project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Sales Metrics project with this in-depth Sales Metrics Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Sales Metrics projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Sales Metrics and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Sales Metrics investments work better.

This Sales Metrics All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.