Sales

Home Day Close Rate (%): Identify Revenue Leakage and Improve Same-Day Conversions Learn how to measure your Day Close Rate (%) and use it as a fast diagnostic for revenue leakage. In this lesson, you’ll see how to spot patterns over time, compare performance against a benchmark, and pinpoint whether the issue is happening by […]

Home Close Rate on Run Estimates in Excel (Weekly + Rep + Lead Source) Learn how to measure whether your estimate volume is actually turning into sold jobs. In this lesson, you’ll build a weekly close-rate view with a clear target line, then break results down by sales rep and lead source so you can

Home Follow-Up Compliance Rate: Weekly Sales Execution KPI Learn how to measure whether your sales team is actually following up on estimates. In this lesson, you’ll see how to track follow-up activity week by week, compare performance against minimum standards, and identify coaching opportunities that directly impact booked jobs. Download the Excel file used in

Home Estimates Run per Month Dashboard (With Close Rate by Rep) Learn how to turn your sales process into a measurable monthly system. In this lesson, you’ll build a month-by-month view of estimate volume, track how many estimates turn into wins, and spot performance patterns by sales rep and lead source so you can coach

Home How to Track Appointment Show Rate by Lead Source and Sales Rep in Excel Learn how to measure your Appointment Show Rate so you can see which lead sources bring in people who actually show up. In this lesson, you’ll build a clear breakdown by lead source and sales rep, compare results to an

Home Appointment Set per Lead in Excel (Sales Funnel + Rep Benchmarking) Learn how to track Appointment Set per Lead, the first sales KPI fully owned by your team. In this lesson, you’ll build a simple conversion funnel, break performance down by sales rep, compare results to a benchmark, and translate small percentage improvements into

Home Contact-to-Close Rate: Build a Sales Funnel in Excel Learn how to map your sales funnel from lead → contact → appointment set → appointment shown → closed so you can see where revenue is leaking. In this lesson, you’ll break results down by lead source and sales rep, spot performance gaps fast, and quantify

Home Contact Attempts per Lead (Average): Weekly Trend + Sales Rep Breakdown Learn how to track Contact Attempts per Lead (Average) so you’re not flying blind on lead follow-up. In this lesson, you’ll build a weekly trend view to monitor consistency over time, then break it down by sales rep (and lead source) to spot

Home Median Speed to First Contact (Minutes): Track Lead Response Time Learn how to measure how fast your team responds to new leads using the median instead of the average. In this lesson, you’ll build a clear breakdown by sales rep and lead source, spot response-time outliers, and create simple visuals that tell the full

Home Lead to Contact Rate (%): Track Response Speed and Lead Follow-Up Performance Learn how to measure your Lead to Contact Rate (%) and uncover where revenue leaks happen before a deal is ever “lost.” In this lesson, you’ll see how to break down performance by lead source, spot which leads are getting missed, and