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Effort Report KPI's for salesman efficiency

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Effort Report KPI's for salesman efficiency

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I create this report each week. We call it the effort report and we use it in weekly one on ones. This allows us to identify strength and weaknesses in our team. Identify areas to improve, and take a minute to reflect on whats working.

We can pace our store sales. We can pace our individuals salesman's goals. We can pace our daily traffic and see its effect on sales.

On the far right of this scale is the effort score. This is not a simple sum of all the KPI's its weighted. Some items carry more weight then others.

I'm always looking to improve this system. Please Share your feed back.

I create this report each week. We call it the effort report and we use it in weekly one on ones. This allows us to identify strength and weaknesses in our team. Identify areas to improve, and take a minute to reflect on whats working.

We can pace our store sales. We can pace our individuals salesman's goals. We can pace our daily traffic and see its effect on sales.

On the far right of this scale is the effort score. This is not a simple sum of all the KPI's its weighted. Some items carry more weight then others.

I'm always looking to improve this system. Please Share your feed back.

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Effort Report KPI's for salesman efficiency

  1. 1. Sourcing Sheets Response Time (min) Fresh Ups Phone Ups Internet Ups Other Ups Total Ups Phone Calls Phone Appt Rqt % Outbound Live Convo % Emails Sent Texts Sent Appts Set Internet Contact % Internet Closing % Checkouts Sales Overall Closing % Neil 29% 21.6 9 4 10 3 26 111 50 43% 74 104 5 70% 10% 0 8.5 33% 545 Larry 82% 38.4 8 0 8 1 17 164 0 30% 71 99 11 88% 38% 0 5.5 32% 497 Dick 72% 4.2 12 7 18 6 43 0 67% 0% 101 54 10 72% 6% 10 9.0 21% 416 Melvin 100% 26.4 6 1 10 8 25 122 67% 25% 60 7 10 90% 0% 9 8.0 32% 412 Lance 100% 5.4 7 6 15 7 35 77 60% 23% 112 75 7 80% 13% 0 5.0 14% 396 Kyle B 100% 12.6 5 5 22 4 36 53 40% 21% 80 110 7 77% 9% 0 5.5 15% 389 Milner 100% 33.6 4 3 10 8 25 91 100% 27% 105 51 6 70% 20% 7 4.5 18% 357 Peter 78% 6 4 5 8 1 18 72 100% 21% 73 94 6 13% 0% 0 4.5 25% 354 KJ 89% 12.6 3 2 9 0 14 70 100% 20% 115 89 3 67% 11% 7 4.5 32% 349 Troy 91% 39.6 8 1 11 2 22 78 0% 38% 74 48 8 91% 0% 0 5.5 25% 347 Lynn 85% 5.4 6 1 9 6 22 103 100% 17% 82 15 3 67% 11% 0 6.5 30% 337 Mike 91% 15.6 6 2 13 3 24 62 100% 31% 42 73 5 77% 8% 0 5.5 23% 325 Jake 100% 24 8 5 8 4 25 77 71% 22% 37 47 5 100% 0% 0 4.0 16% 296 Riley 100% 11.4 4 1 6 5 16 40 0% 29% 44 61 7 67% 0% 0 5.0 31% 281 Dustin 25% 0.6 0 3 4 3 10 23 100% 46% 77 76 6 75% 0% 0 4.0 40% 262 Sean 60% 7.2 4 0 7 4 15 14 0% 29% 34 52 3 100% 14% 1 2.5 17% 170 Joe 0% 0 4 0 0 2 6 8 0% 44% 19 16 0 0% 0% 0 0.0 0% 49 98 46 168 67 379 88.0 23% May Sales Goal Needed Opps. per Day Sales Tracking by Traffic Sales by Work Days Opportunities per Day

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