How to measure KPIs in sales?
Posted: Thu Jan 23, 2025 6:20 am
Any number or metric becomes more understandable when it is presented graphically or at least with a presentation of the information that is easy to read and understand. To achieve this, having KPI dashboards is essential, since as a sales manager, they will make your management much easier.
We know that time is money in sales, and automation is a great ally here.
The dashboards will have tables or graphs that contain the information we want to analyze and that will allow us to see in real time what is happening and thus make decisions on the fly.
As with everything, there are several ways to make these boards :
1. Manual: Using tools such as spreadsheets or presentations, you can design a template to manually enter the information and, in the end, partially automate the creation of graphics.
2. Automatic: The main ally of high-performance sales kazakhstan whatsapp resource teams , without a doubt, is the CRM. This tool not only optimizes processes, but also gives you the ability to view everything in real time through automated reports.
Tip: With RD Station CRM you can structure your sales process, track your sales team, make assertive decisions based on automated data, leave spreadsheets aside, all in one place…
Create your free account ! And check out this video:
You can choose the one that best suits your needs, the important thing is that to have a dashboard you must be uploading data or recording information in real time and of course already have determined the KPIs that you want to track.
How to improve your sales KPIs and use them to generate more revenue
At this point, if we have everything measured and constantly monitored, knowing whether we are doing well or not will be much more immediate . However, knowing how to read the results is also important and we should not take it lightly.
Once we have the KPI reports, what follows is pure monitoring and taking actions along the way to achieve the objective and meet the KPI.
So what we suggest is to have the following routine:
Have the KPIs of the year .
Once we have these and the agreed sales goals, then it is good to implement a monthly or quarterly work plan to reach that goal with small achievements (milestones).
List what actions or efforts will be necessary to achieve the monthly or quarterly goal.
Assemble your sales team and share with them the goals, KPIs and actions they need to take.
Whatever the type of business, KPIs must be monitored on a daily basis. Be careful, do not obsess over them. It must be clear that KPIs require constant monitoring.
When we get this up and running, then we'll know if we're hitting the numbers.
It is very valuable to listen to your sales team, they are a very important source of information and you can be sure that they will help you determine how a process could be done better.
We know that time is money in sales, and automation is a great ally here.
The dashboards will have tables or graphs that contain the information we want to analyze and that will allow us to see in real time what is happening and thus make decisions on the fly.
As with everything, there are several ways to make these boards :
1. Manual: Using tools such as spreadsheets or presentations, you can design a template to manually enter the information and, in the end, partially automate the creation of graphics.
2. Automatic: The main ally of high-performance sales kazakhstan whatsapp resource teams , without a doubt, is the CRM. This tool not only optimizes processes, but also gives you the ability to view everything in real time through automated reports.
Tip: With RD Station CRM you can structure your sales process, track your sales team, make assertive decisions based on automated data, leave spreadsheets aside, all in one place…
Create your free account ! And check out this video:
You can choose the one that best suits your needs, the important thing is that to have a dashboard you must be uploading data or recording information in real time and of course already have determined the KPIs that you want to track.
How to improve your sales KPIs and use them to generate more revenue
At this point, if we have everything measured and constantly monitored, knowing whether we are doing well or not will be much more immediate . However, knowing how to read the results is also important and we should not take it lightly.
Once we have the KPI reports, what follows is pure monitoring and taking actions along the way to achieve the objective and meet the KPI.
So what we suggest is to have the following routine:
Have the KPIs of the year .
Once we have these and the agreed sales goals, then it is good to implement a monthly or quarterly work plan to reach that goal with small achievements (milestones).
List what actions or efforts will be necessary to achieve the monthly or quarterly goal.
Assemble your sales team and share with them the goals, KPIs and actions they need to take.Whatever the type of business, KPIs must be monitored on a daily basis. Be careful, do not obsess over them. It must be clear that KPIs require constant monitoring.
When we get this up and running, then we'll know if we're hitting the numbers.
It is very valuable to listen to your sales team, they are a very important source of information and you can be sure that they will help you determine how a process could be done better.