Sales Benchmark Index - KPI Builder

Populate this template to build your KPI framework

ID Category Description

1 Time example: Sales Cycle Duration

2 Volume example: Closed New Logo Opportunities by Seller

3 Value ($) example: Revenue by Sales Leader

4
5
6
7
8
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10
 Data available Data verified for Automation
Calculation methodology
today? accuracy? possible?

[Salesforce Opportunity Signaure Date] - [Salesforce

Opportunity Creation Date] Yes No
Exclude: weekends and holidays

Salesforce Opportunities with Signature Date and

No
New Logo Flag = Yes, by Seller, by Month of Signature

Sum[Opportunity Amount] by Sales SVP for

Opportunities with a Signature Date, by Month of Yes Yes Yes
Signature
Next steps to implement

Data is tracked in Salesforce, but we haven't recently

verified it for accuracy or explored automation of
metrics.

We track Signature Dates and Sellers, but we don't have a

New Logo Flag on our opportunities. This must be added
to proceed.

Build automated report.