Free Sales KPI Checklist

Date: [Month Day, Year]
Instructions:
Review this checklist at the beginning of each month.
Use historical data to fill in the 'Previous Month' column.
At the end of the month, complete the 'Current Month' column.
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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Enhance your sales tracking process with the Sales KPI Checklist Template from Template.net. This editable and customizable tool streamlines monitoring of key performance indicators. Easily tailor it to your specific needs using our Ai Editor Tool, ensuring seamless adaptation to evolving business goals. Elevate your sales management efficiency with this versatile template.
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