Sales Metrics Toolkit

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Audit Sales Metrics: Technology Risk, third party risk, substantive compliance area monitoring and testing, Data Privacy oversight, model risk, risk and control self assessment etc.

More Uses of the Sales Metrics Toolkit:

  • Identify decision makers amongst target accounts and challenge yourself to meet and exceed weekly and monthly Sales Metrics, forecasts, meetings and call objectives.

  • Control Sales Metrics: continually track retention, incremental Sales Metrics, and work with the team on activities to ensure you are exceeding goals.

  • Standardize Sales Metrics: proactively support sales managers to win business and to align on the ground tactics with top level growth strategy.

  • Support sales training to improve sales excellence through analyzing trends and defining and distributing Best Practices.

  • Be a strategic thought partner with enterprise leadership (defining key competencies critical to Enterprise Sales success).

  • Engage in Capacity Management during Sales and Operations Planning, master scheduling, materials requirements planning, and production activity control.

  • Ensure staffing levels are appropriate for occupancy levels and that staff is thoroughly trained on Front Desk Operations and Sales Strategies.

  • Be accountable for empowering client development and Service Delivery teams to lead less complex security and privacy considerations with clients by developing and delivering training and sales collateral.

  • Ensure your organization identifies key issues and opportunities through your organization review and builds Marketing Plans and communications objectives to drive profitable sales growth across channels.

  • Pilot Sales Metrics: proactive approach to sales through new Business Development and Lead Management follow up.

  • Drive the services pre sales process with Business Development team, and consultants to understand customer business, technical objectives and product requirements, in order to build client relationships, scope opportunities, and deliver effective solutions.

  • Organize Sales Metrics: work closely with finance and central analytics teams to develop scorecards and dashboards that bring transparency into business performance and arms sales leadership with insights needed to drive thE Business.

  • Supervise Sales Metrics: on a weekly basis, setting goals for sales inputs, working with finance to analyze revenue achievement, and providing insights to accelerate revenue.

  • Manage work with sales team to identify appropriate Sales Strategies based on prospect needs.

  • Maintain timely and accurate reporting of the sales funnel progress, account plans and regional Territory Management activities.

  • Deliver analytics and insights to drive enhanced sales execution across channels, customer segments and geographies and inform platform content, digital innovation, and measurements.

  • Identify new sales opportunities and set appointments for the Enterprise Sales team.

  • Develop Sales Strategies and execute account plans in support of goals/objectives.

  • Inform short and long term Sales Forecasts by evaluating the potential impact of existing competitors and new market entrants.

  • Arrange that your project complies; as the market expertise, conduct and report competitive market analysis, Competitive intelligence, and other sales related information for the territory.

  • Provide accurate Sales Forecasts and reports to management in a timely and consistent manner through Salesforce.

  • DrivE Business development by establishing your own leads and building new business through the active pursuit of new sales prospects (new clients/new logos).

  • Enable adherence to all Element Policies and Procedures through negotiations to facilitate vehicle sales through all sales channels to achieve highest price in the shortest time for Element and your clients.

  • Identify Sales Metrics: product launch establish a go to market strategy and collaborate with your product Marketing And Sales teams to successfully launch new features while Effectively Communicating product benefits to the market to drive adoption.

  • Be certain that your operation complies; as an all round product expertise, you navigate through the full sales cycle, from doing technology deep dives and leading proof of concepts, to leading workshops and generating feedback.

  • Execute projects across your organization to ensure your processes are continuously evolving across teams to increase your effectiveness.

  • Develop core brands commercial strategy by coordinating marketing programming with sales execution and through close management/communication with the regional High End directors.

  • Create daily audit report with sales information and auditing discoveries for Executive Management.

  • Lead Sales Metrics: under broad direction, applies strategic value selling methodology, tools, and processes to improve sales effectiveness on complex projects.

  • Participate and contribute to weekly, monthly, quarterly, and annual sales and account planning meetings/calls.

  • Ensure you understand sales funnel and partner with the sales leadership to provide grounded insights into sales force targets to drive the right linkages between output metrics and input/activity metrics for the sales force.

  • Ensure your organization follows the strategic procurement initiative process to drive purchased items towards common specifications and increase supplier competition.


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 999 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 999 standard requirements:

  1. Are the risks fully understood, reasonable and manageable?

  2. How will you insure seamless interoperability of Sales Metrics moving forward?

  3. For decision problems, how do you develop a decision statement?

  4. Think about some of the processes you undertake within your organization, which do you own?

  5. What qualifies as competition?

  6. How do you recognize an Sales Metrics objection?

  7. How will the data be checked for quality?

  8. How do you aggregate measures across priorities?

  9. How do you cross-sell and up-sell your Sales Metrics success?

  10. Are the criteria for selecting recommendations stated?

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 994 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. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Sales Metrics project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sales Metrics Project Team have enough people to execute the Sales Metrics project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Sales Metrics project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

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



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.