EOS Scorecard

Business Development Department - SDR Team

CRM: Salesforce | Week Ending: May 30, 2025

Team Performance

87% of Target

4 On Track 2 Attention 1 Off Track

Calls Made

142

Target: 150 94.7%

Meetings Set

18

Target: 20 90%

Lead Response

8 min

Target: <15 min ✅

CRM Compliance

96%

Target: 95% ✅

SDR Pipeline Overview

New Leads

245

Contacted

186

Qualified

112

Meetings Set

18

# CRM Metric Owner Target Current Week Status Notes/Barriers
1 Outbound Calls SDR Team 150 142 Needs attention Low call volume on Wednesday due to system update
2 Emails Sent SDR Team 200 218 On track New email template performing well
3 Meetings Set SDR Team 20 18 Needs attention Competitive market conditions affecting conversions
4 Lead Response Time SDR Team <15 min 8 min On track Alert system effective
5 Opportunities Created SDR Team 15 12 Off track Lead quality decreased this week
6 CRM Data Accuracy SDR Team 95% 96% On track New validation rules working
7 Connect Rate SDR Team 25% 27% On track Improved call timing strategy
On track
Needs attention
Off track

CRM Best Practices

  • Log all activities: Calls, emails, meetings within 1 hour

  • Update lead status: 23% of leads not updated this week

  • Complete contact info: 96% compliance achieved

  • Follow-up tasks: 15% not completed on time

Top SDR Performers

1

Sarah Johnson

24 meetings

125%
2

Michael Chen

22 meetings

115%
3

Emma Rodriguez

20 meetings

100%

EOS Compliance Checklist

Simple

One page, <15 min weekly review.

Predictable

Same CRM metrics tracked weekly.

Actionable

Status flags drive problem-solving.

Aligned

Supports business development goals.

Next Steps: Review in weekly SDR meeting, address lead quality issues, implement additional call training.

EOS® Scorecard for Business Development SDR Team | Generated on May 30, 2025 from Salesforce CRM