Sales Minute on Metrics Revision

Sales Minute On Metrics Revision

Meeting Date: [Date]

Location: [Meeting Location]


  • [Name](Sales Manager)

  • [Name] [Job Title]

  • [Name] [Job Title]

  • [Name] [Job Title]

  • [Name] [Job Title]


  1. Review of Current Sales and Marketing Metrics

  2. Data Quality and Sources Assessment

  3. Alignment with Company Goals

  4. Stakeholder Feedback

  5. Proposed Changes to Metrics

  6. Documentation

Meeting Summary

  1. Review Of Current Sales And Marketing Metrics

The meeting began with an overview of the current set of metrics used to evaluate our sales and marketing efforts. The existing KPIs include conversion rates, customer acquisition costs, lead generation metrics, and sales targets.

  1. Data Quality And Sources Assessment

[Name], the Data Analyst, provided insights into the quality and sources of data used for these metrics. Data integrity and reliability were discussed, and Mark emphasized the need for data consistency.

  1. Alignment With Company Goals

It was unanimously agreed that our metrics should align with the company's overall strategic goals. These goals, including revenue growth, market expansion, and customer satisfaction, were reviewed and deemed relevant to our metrics.

  1. Stakeholder Feedback

Feedback from the sales and marketing teams was shared. Sales expressed a need for more lead quality-related metrics, while marketing highlighted the importance of tracking content engagement.

  1. Proposed Changes To Metrics

After careful consideration, the following proposed changes were discussed and approved:


Proposed Change

Lead Conversion Rate

Split into "Lead Conversion Rate" and "Lead Quality Rate" for a more in-depth analysis.

Customer Acquisition Cost

Include a breakdown by marketing channel to identify cost-effective sources.

Content Engagement

Introduce a "Content Engagement Score" that combines various engagement metrics.

  1. Documentation

[Name], the Technical Writer, will document the minutes of this meeting, including the proposed metric changes and the rationale behind them.

Next Steps

  1. Data Analyst [Name] will work on implementing the changes to data collection and reporting systems.

  2. Marketing and Sales teams will be informed about the new metrics.

  3. A follow-up meeting will be scheduled in one month to review the impact of the changes.

- Meeting Adjourned -

Prepared by:


[Your Name]


[Your Company Name]



Sales Templates @