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SL-004 · Sales & Customer

Sales KPI Dashboard

Track the few sales measures that predict profitable growth

IN PREPARATION

Sales KPI Dashboard toolkit front cover

About this toolkit

This toolkit gives you a straightforward way to choose metrics that genuinely predict revenue, and track them with real discipline.

What this toolkit helps you achieve

  • Apply a clear and repeatable sales process
  • Use evidence and numbers to focus attention
  • Finish with owned actions and review dates

What’s included

  • A four‐part cycle for managing sales KPIs: Set, Monitor, Diagnose, Recalibrate
  • The Five Golden Rules of a sales KPI dashboard, on one page
  • A plain‐English guide to the four types of sales metrics: Activity, Pipeline, Conversion, Revenue
  • A twelve‐question coaching bank for setting, monitoring and diagnosing
  • A matrix for judging which metrics are actually worth tracking

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Best for

Sales leaders building a useful dashboard rather than another report

Expected practical outcome

Choose metrics for what they predict, not for how easy they are to pull from the system. An easy number that predicts nothing is worse than useless; it's a false sense of control.