SALES DEPARTMENT KPI

Date *

First Name *

How many appointments did you attend today? *

How many follow-up attempts did you make today? *

How many deals did you close today *

How many no-shows did you have today?

(clients booked but didn’t show)

What was your total revenue closed today? How Much Did Your Close Today? *

How many undecided calls did you have today? *

(not closed, not disqualified)

Where did most of your calls come from today? *

Which offer/package did you sell most today? *

Which payment method(s) did your clients use today? *

What was the toughest objection you faced today? *

What was the objection that almost lost a deal? *

Did any new clients today show refund/chargeback risk? *

Put the names on the refund/chargeback sheet

Rate your performance today *

(1 is the lowest to & 10 is the highest)

What’s one deal you should have closed but didn’t and why? *

Paste one client quote or objection you want training on *

How many clients from today are good candidates for upsells (mentorship/funding)? *

Log the names on the mentorship & funding prospect sheet

What’s one thing you’ll adjust tomorrow to close stronger? *

What’s one big win from today’s calls? *