Sales Marketing Performance Dashboard

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Sales Marketing Performance Dashboard Powered By Docstoc
					                                                                                              Sales and Marketing Executive Dashboard

Instructions
1. In the "Metrics" tab, add historical data, set goals, and track each metric proactively.

2. View charts for each metric in the corresponding tabs below..
                                                                                                                                        Dashboard Data Input

Executive Dashboard                               Q1                               Q2                               Q3                                Q4
Customer Base NPV                      Jan       Feb         Mar        Apr       May         Jun        Jul        Aug       Sept         Oct        Nov        Dec

  Current Fiscal Actual             $2,243,103 $2,259,064 $2,275,025 $2,290,986 $2,306,947 $2,322,908 $2,338,869 $2,354,830 $2,370,791 $2,386,752 $2,402,713 $2,418,674

  Current Fiscal Goal               $2,250,000 $2,750,000 $2,300,000 $2,483,333 $2,508,333 $2,533,333 $2,558,333 $2,583,333 $2,608,333 $2,633,333 $2,658,333 $2,683,333

  Current Fiscal % Achieved           99.7%      82.1%      98.9%      92.3%      92.0%      91.7%      91.4%      91.2%      90.9%       90.6%      90.4%      90.1%

  Last Fiscal Actual                $2,300,000 $2,150,000 $2,150,000 $2,150,000 $2,150,000 $2,150,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 $2,600,000

Total Revenue ($)                      Jan       Feb         Mar        Apr       May         Jun        Jul        Aug       Sept         Oct        Nov        Dec

  Current Fiscal Actual             $459,838   $467,892   $475,946   $484,000   $492,054    $500,108   $508,162   $516,216   $524,270    $532,324   $540,378   $548,432

  Current Fiscal Goal               $480,000   $490,000   $500,000   $510,000   $520,000    $530,000   $540,000   $550,000   $560,000    $570,000   $580,000   $590,000

  Current Fiscal % Achieved           95.8%      95.5%      95.2%      94.9%      94.6%      94.4%      94.1%      93.9%      93.6%       93.4%      93.2%      93.0%

  Last Fiscal Actual                $329,040   $338,930   $348,820   $358,710   $368,600    $378,490   $388,380   $398,270   $408,160    $418,050   $427,940   $437,830

Expected Sales by Close Month ($)      Jan       Feb         Mar        Apr       May         Jun        Jul        Aug       Sept         Oct        Nov        Dec

  Current Fiscal Actual             $463,920   $485,932   $578,394   $348,503   $348,953    $253,094   $249,505   $394,056   $384,595    $475,963   $374,853   $294,055

  Current Fiscal Goal               $460,000   $470,000   $480,000   $490,000   $500,000    $510,000   $520,000   $530,000   $540,000    $550,000   $560,000   $570,000

  Current Fiscal % Achieved          100.9%     103.4%     120.5%      71.1%      69.8%      49.6%      48.0%      74.4%      71.2%       86.5%      66.9%      51.6%

  Last Fiscal Actual                $328,495   $384,785   $473,840   $384,950   $394,953    $284,950   $495,930   $284,954   $395,950    $378,405   $284,943   $394,893

Total Opportunities ($)                Jan       Feb         Mar        Apr       May         Jun        Jul        Aug       Sept         Oct        Nov        Dec

  Current Fiscal Actual             $1,729,304 $1,759,303 $1,789,302 $1,819,301 $1,849,300 $1,879,299 $1,909,298 $1,939,297 $1,969,296 $1,999,295 $2,029,294 $2,059,293

  Current Fiscal Goal               $1,800,000 $1,825,000 $1,850,000 $1,875,000 $1,900,000 $1,925,000 $1,950,000 $1,975,000 $2,000,000 $2,025,000 $2,050,000 $2,075,000

  Current Fiscal % Achieved           96.1%      96.4%      96.7%      97.0%      97.3%      97.6%      97.9%      98.2%      98.5%       98.7%      99.0%      99.2%

  Last Fiscal Actual                $1,293,040 $1,329,405 $1,365,770 $1,402,135 $1,438,500 $1,474,865 $1,511,230 $1,547,595 $1,583,960 $1,620,325 $1,656,690 $1,693,055

Cost Per Sale ($)                      Jan       Feb         Mar        Apr       May         Jun        Jul        Aug       Sept         Oct        Nov        Dec

  Current Fiscal Actual              $8,452     $8,783     $9,583     $7,738      $8,739     $7,839     $9,845     $8,943     $8,763      $8,437     $7,485    $10,948

  Current Fiscal Goal                $8,500     $8,500     $8,500     $8,500      $8,500     $8,500     $8,500     $8,500     $8,500      $8,500     $8,500     $8,500

  Current Fiscal % Achieved           99.4%     103.3%     112.7%      91.0%     102.8%      92.2%     115.8%     105.2%     103.1%       99.3%      88.1%     128.8%

  Last Fiscal Actual                 $8,593     $8,590     $9,239     $10,940     $8,476     $9,283    $11,923     $9,041     $9,932      $10,945    $8,738     $8,583

Cost Per Opportunity ($)               Jan       Feb         Mar        Apr       May         Jun        Jul        Aug       Sept         Oct        Nov        Dec

  Current Fiscal Actual               $348       $289       $432       $489       $485       $323       $289       $483        $384        $328      $345       $343

  Current Fiscal Goal                 $350       $350       $350       $350       $350       $350       $350       $350        $350        $350      $350       $350
  Current Fiscal % Achieved          99.4%   82.6%   123.4%   139.7%   138.6%   92.3%   82.6%   138.0%   109.7%   93.7%   98.6%   98.0%

  Last Fiscal Actual                 $298    $349     $539     $384     $432    $633    $321     $394     $289    $348    $438    $518

Marketing Dashboard                           Q1                        Q2                       Q3                       Q4
Budget/Total Revenue Ratio (%)       Jan     Feb      Mar      Apr      May     Jun      Jul     Aug     Sept     Oct     Nov     Dec

  Current Fiscal Actual              4.2%    3.8%    5.3%     6.4%     7.0%     4.3%    3.4%    6.4%     4.5%     6.3%    5.3%    3.9%

  Current Fiscal Goal                6.0%    6.0%    6.0%     6.0%     6.0%     6.0%    6.0%    6.0%     6.0%     6.0%    6.0%    6.0%

  Current Fiscal % Achieved          -1.8%   -2.2%   -0.7%    0.4%     1.0%     -1.7%   -2.6%   0.4%     -1.5%    0.3%    -0.7%   -2.1%

  Last Fiscal Actual                 4.0%    4.0%    4.0%     4.0%     4.0%     4.0%    4.0%    4.0%     4.0%     4.0%    4.0%    4.0%

Opportunity Age (avg. # days)        Jan     Feb      Mar      Apr      May     Jun      Jul     Aug     Sept     Oct     Nov     Dec

  Current Fiscal Actual               52      53       51       48       46      47      52       41       46      43      46      42

  Current Fiscal Goal                 45      45       45       45       45      45      45       45       45      45      45      45

  Last Fiscal Actual                  42      56       42       53       56      48      51       53       56      49      51      56

Total # Opportunities by Stage       Jan     Feb      Mar      Apr      May     Jun      Jul     Aug     Sept     Oct     Nov     Dec

  Prospecting                         893     902     911      920      929      938     947     956      965      974     983     992

  Qualification                       783     789     795      801      807      813     819     825      831      837     843     849

  Needs Analysis                      284     293     302      311      320      329     338     347      356      365     374     383

  Value Proposition                   103     106     109      112      115      118     121     124      127      130     133     136

  Proposal/Price Quote                59      63       67       71       75      79      83       87       91      95      99      103

  Negotiation/Review                  23      25       27       29       31      33      35       37       39      41      43      45

Retur
				
DOCUMENT INFO
Description: Use this tool to collect, analyze, and communicate key performance indicators and metrics for sales & marketing. Key Areas Include: Customers, Branding, Advertising, and Public Relations, Events and Tradeshows, Direct Marketing, Website and Online Marketing, Sales, Marketing Collateral, Channel Sales, Pricing and Discounts.
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