Sales Scorecard

Monitor and optimize sales performance with this comprehensive scorecard.

1. Objective & Time Frame

Objective: Achieve $2M in Q4 sales revenue

Time Frame: Q4 2023 (Oct 1 – Dec 31)

2. Key Sales KPIs

Category KPI Target Actual Variance Notes
Sales Performance Monthly Sales Volume $700K $650K -$50K Seasonal slowdown
Average Deal Size $15K $14.2K -$800 Focus on upselling
Lead Conversion Lead-to-Opportunity Rate 30% 28% -2% Improve lead qualification
Win Rate 25% 22% -3% Enhance negotiation training

3. Revenue Metrics

Total Revenue

$1.8M (Target: $2M)

Recurring Revenue (ARR)

$450K (Target: $400K)

4. Sales Pipeline

Stage Deals Amount Progress
Prospecting 45 $675K
Qualification 30 $450K

5. Team Performance

Sales Rep Quota Attainment Deals Closed Progress
John Doe 85% 22
Jane Smith 65% 17

6. Regional Performance

North America

$950K (Target: $1M)

Europe

$650K (Target: $600K)

Asia

$200K (Target: $400K)

7. Customer Retention

Retention Rate

88% (Target: 85%)

Churn Rate

5% (Target: 3%)

8. Competitive Analysis

Metric Our Performance Competitor A
Market Share 22% 28%
Average Deal Size $14.2K $16.5K

9. Action Items

10. Scoring & Rating

Overall Performance:
Yellow (65% Target Achievement)

11. Summary

Strengths:

  • Strong performance in European market
  • High recurring revenue growth

Weaknesses:

  • Underperformance in Asian market
  • Low win rate compared to target

* Update metrics weekly and review with sales team every Monday.