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Data as of
1/2/2013

Metric Week 1 Week 2

Projected Deals
Deals Closed
Revenue

New Leads
Qualified Leads
Emails Sent
RFPs Sent
Top Reps by
Revenue
James
Lilly
Emily
Lead Contacted /
Lead
RFPs Sent / Lead
Deals / Lead

$100-$200
$201-$300
$301-$400
$401-$500

Add graphs from other

Sheets below here
 Metric 3rd Quarter 4th Quarter
Projected Deals
Deals Closed
Revenue

New Leads
Qualified Leads
Emails Sent
RFPs Sent

Top Reps by Revenue

James
Lilly
Emily

Lead Contacted / Lead

RFPs Sent / Lead
Deals / Lead

$100-$200
$201-$300
$301-$400
$401-$500
History

Core Metrics
Week Number Week 1 Week 2 Week 3 Week 4
Week 1/1/2012 1/8/2012 1/15/2012 1/22/2012
Leads
Qualified Leads
Leads Contacted
Touches
RFPs Sent
Deals Closed
Revenue

Communication Stats
Week Number Week 1 Week 2 Week 3 Week 4
Cold Calls
Emails Sent
Email Opens
Emails Replied to
Demos Given

Conversions on Leads
Week Number Week 1 Week 2 Week 3 Week 4
Lead Contacted / Lead
RFPs Sent / Lead
Deals / Lead
RFPs Sent / Demo
Revenue / Deals Closed

Deals per Deal Size

Week Number Week 1 Week 2 Week 3 Week 4
$100-$200
$201-$300
$301-$400
$401-$500
 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10
1/29/2012 2/5/2012 2/12/2012 2/19/2012 2/26/2012 3/4/2012

Week 5 Week 6 Week 7 Week 8 Week 9 Week 10

Week 5 Week 6 Week 7 Week 8 Week 9 Week 10

Week 5 Week 6 Week 7 Week 8 Week 9 Week 10

Week 11 Week 12 Week 13 Week 14 Week 15 Week 16
3/11/2012 3/18/2012 3/25/2012 4/1/2012 4/8/2012 4/15/2012

Week 11 Week 12 Week 13 Week 14 Week 15 Week 16

Week 11 Week 12 Week 13 Week 14 Week 15 Week 16

Week 11 Week 12 Week 13 Week 14 Week 15 Week 16

Week 17 Week 18 Week 19
4/22/2012 4/29/2012 5/6/2012

Week 17 Week 18 Week 19

Week 17 Week 18 Week 19

Week 17 Week 18 Week 19

Business Metrics

Metric Q1 Q2 Q3
Marketing Spend
Leads
Qualified Leads
Leads Contacted
RFPs Sent
Deals Closed
Revenue

Lead Contacted / Lead

RFPs Sent / Lead
Deals / Lead
RFPs Sent
Revenue / Demo
/ Deals
Closed

Cost per Lead

CAC
Churn
LTV

$100-$200
$201-$300
$301-$400
$401-$500
Q4
Time-to-Close

Overview
1 Day 1 Week 2 Weeks 3 Weeks
Leads Contacted
Touches
Email Replies
RFPs Sent
Deals Closed
Revenue

$100-$200
1 Day 1 Week 2 Weeks 3 Weeks
Leads Contacted
Touches
Email Replies
RFPs Sent
Deals Closed
Revenue

$201-$300
1 Day 1 Week 2 Weeks 3 Weeks
Leads Contacted
Touches
Email Replies
RFPs Sent
Deals Closed
Revenue

$301-$400
1 Day 1 Week 2 Weeks 3 Weeks
Leads Contacted
Touches
Email Replies
RFPs Sent
Deals Closed
Revenue

$401-$500
 1 Day 1 Week 2 Weeks 3 Weeks
Leads Contacted
Touches
Email Replies
RFPs Sent
Deals Closed
Revenue
4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks

4 Weeks 5 Weeks 6 Weeks 7 Weeks 8 Weeks
9 Weeks 10 Weeks 11 Weeks 12 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks

9 Weeks 10 Weeks 11 Weeks 12 Weeks
Touches by Rep

Sales Rep Metrics January February March

Touches
Deals
James
Conversion
Revenue
Touches
Deals
Lilly
Conversion
Revenue
Touches
Deals
Emily
Conversion
Revenue
Touches
Deals
John
Conversion
Revenue
Touches
Deals
Zack
Conversion
Revenue
Touches
Deals
Sarah
Conversion
Revenue
April June July
Largest Deals

Company Name Deal Size

1
2
3
4
5
6
7
8
9
10
Seats Sold Touches Time-to-Close
Sales Rep
Largest Renewals

Company Name Deal Size Seats Sold

1
2
3
4
5
6
7
8
9
10
Touches Time-to-Close Sales Rep
Largest Deals Lost

Company Name Deal Size Seats Sold

1
2
3
4
5
6
7
8
9
10
Touches Time-to-Close Sales Rep