Sales KPI Checklist

Date: [Month Day, Year]

Instructions:

1. Review this checklist at the beginning of each month.

2. Use historical data to fill in the 'Previous Month' column.

3. At the end of the month, complete the 'Current Month' column.

4. Calculate the variance and make notes on action plans.

Legends:

• On Target

• Needs Attention

• Critical Issue

KPI Category	Specific KPIs	Previous Month	Current Month	Variance	Status
Revenue	Total Revenue	$10,000	$11,000	+10%	On Target
Leads	Avg. Deal Size
	New Leads
	Lead Conversion Rate
Customer	Retention Rate
	Churn Rate
Team	Employee Satisfaction
	Absenteeism

By regularly updating this Sales KPI Checklist, you’ll not only get a snapshot of your current sales performance but also uncover potential areas for improvement.

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