Hi,
I was actually preparing a performance analysis report for the sales team on a monthly basis. I have covered a few areas such as monthly performance, collection of payments, bad debts, overall performance, and customer base.
Can anyone suggest a few more areas that will help enhance my report?
Revert and have a great day!
Rajiv Krishnan
From South Africa
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I was actually preparing a performance analysis report for the sales team on a monthly basis. I have covered a few areas such as monthly performance, collection of payments, bad debts, overall performance, and customer base.
Can anyone suggest a few more areas that will help enhance my report?
Revert and have a great day!
Rajiv Krishnan
From South Africa
Acknowledge(0)Amend(0)
MONTHLY SALES PERFORMANCE SCORECARD
1. CURRENT TOTAL SALES [TERRITORY] VS SALES TARGET [% RESULT]
2. CURRENT TOTAL SALES VS LAST YEAR [SAME MONTH]
3. TOTAL customer visits NO.
4. TOTAL new prospects visits.
5. CONVERSION OF NEW PROSPECTS INTO CUSTOMERS
6. Customer complaints
7. Customer satisfaction analysis
8. Sales by products
8A. SALES OF CURRENT PRODUCTS
8B. SALES OF NEW PRODUCTS [IF ANY]
9. Check on unsuccessful visit reports
10. Monitoring repeated lost sales by individual salesmen
11. Sales commission analysis
12. Monitoring of enquiries and orders
13. Sales per 100 customers
14. "Strike rate" - turning enquiries into orders
15. Analysis of sales by product line
16. SALES by geographical area WITHIN THE TERRITORY
17. By individual customer
18. Matching sales orders against sales shipments
19. Backlog of orders analysis
20. Sales performance of individuals against team sales.
21. Share of the TERRITORY market against competitors
22. Share of new projects in the industry
23. PARTICIPATION IN new product/service launch analysis
24. Delays in delivering to customers IN THE TERRITORY.
25. Value of warranty repairs to sales over the period [technical products]
26. NO. OF SALES PROPOSALS SUBMITTED / VALUE
Regards,
LEO LINGHAM
From India, Mumbai
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2701. CURRENT TOTAL SALES [TERRITORY] VS SALES TARGET [% RESULT]
2. CURRENT TOTAL SALES VS LAST YEAR [SAME MONTH]
3. TOTAL customer visits NO.
4. TOTAL new prospects visits.
5. CONVERSION OF NEW PROSPECTS INTO CUSTOMERS
6. Customer complaints
7. Customer satisfaction analysis
8. Sales by products
8A. SALES OF CURRENT PRODUCTS
8B. SALES OF NEW PRODUCTS [IF ANY]
9. Check on unsuccessful visit reports
10. Monitoring repeated lost sales by individual salesmen
11. Sales commission analysis
12. Monitoring of enquiries and orders
13. Sales per 100 customers
14. "Strike rate" - turning enquiries into orders
15. Analysis of sales by product line
16. SALES by geographical area WITHIN THE TERRITORY
17. By individual customer
18. Matching sales orders against sales shipments
19. Backlog of orders analysis
20. Sales performance of individuals against team sales.
21. Share of the TERRITORY market against competitors
22. Share of new projects in the industry
23. PARTICIPATION IN new product/service launch analysis
24. Delays in delivering to customers IN THE TERRITORY.
25. Value of warranty repairs to sales over the period [technical products]
26. NO. OF SALES PROPOSALS SUBMITTED / VALUE
Regards,
LEO LINGHAM
From India, Mumbai
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Performance appraisal for sales exe.doc