Professional Documents
Culture Documents
Goals
These are the numbers you set prior to the show.
Number of Leads
Number of Sales
Revenue from Show
Track titles with the following levels into the Tracking Spreadsheet.
CEO/President/Chair/Owner
Vice President
Director/Manager
Administrative/Other
*Portions of the Tracking Spreadsheet are protected to preserve formulas. Password is sales.
**Do not delete columns in the time period area. Reports will not auto generate. It is recommended that you
hide colums not in use instead of deleting them.
1 DAY TOTALS
0 A = Hot Lead 0 CEO/President/Chair/Owner
0 B = Warm Lead 0 Vice President
0 C = Long-Term Lead 0 Director/Manager
0 D = Non-Lead 0 Administrative/Other
TRACKING SPREADSHEET
wner
TRACKING SPREADSHEET
7 Days
WEBSITE LEAD NOTES SALES ASSOCIATE DATE STATUS UPDATE ACTION/NOTES REVENUE
7 DAY TOTALS $ -
0 1 = Sale Closed
0 2 = Send Proposal
0 3 = Needs More Information
0 4 = Follow Up 30
0 5 = Follow Up 60+
0 6 = Lead is Cold
TRACKING SPREADSHEET
30 Days 60 Days
DATE STATUS UPDATE ACTION/NOTES REVENUE DATE STATUS UPDATE ACTION/NOTES REVENUE
CONVERSION RATES
0 0 0 0 0 0
7 DAYS 30 DAYS 60 DAYS 90 DAYS 180 DAYS 360 DAYS -
To Sale To Cold FINAL
REVENUE PROGRESS
1
0.9
0.8
0.7
0.6
0.5
0.4
0.3
0.2
0.1
0
7 DAYS 30 DAYS 60 DAYS 90 DAYS 180 DAYS 360 DAYS -
Revenue Goal FINAL
SALES PROGRESS
1
0.9
0.8
0.7
0.6
0.5
0.4
0.3
0.2
0.1
0
7 DAYS 30 DAYS Sales
60 DAYS
Goal 90 DAYS 180 DAYS 360 DAYS
- FINAL
7 DAYS 30 DAYS 60 DAYS 90 DAYS 180 DAYS 360 DAYS -
Revenue Goal FINAL
REPORTS
1
0.9
0.8
0.7
0.6
0.5
0.4
0.3
0.2
0.1
0
7 DAYS 30 DAYS Sales
60 DAYS
Goal 90 DAYS 180 DAYS 360 DAYS
- FINAL
7 DAYS
Status This Period Percentage
1 = Sale Closed 0 #DIV/0!
2 = Send Proposal 0 #DIV/0!
3 = Needs More Information 0 #DIV/0!
4 = Follow Up 30 0 #DIV/0!
5 = Follow Up 60+ 0 #DIV/0!
6 = Lead is Cold 0 #DIV/0!
Financial
Revenue this Period $ -
Revenue to Date $ -
Cost per Sale Closed to Date #DIV/0!
30 DAYS
Status This Period Percentage
1 = Sale Closed 0 #DIV/0!
2 = Send Proposal 0 #DIV/0!
3 = Needs More Information 0 #DIV/0!
4 = Follow Up 30 0 #DIV/0!
5 = Follow Up 60+ 0 #DIV/0!
6 = Lead is Cold 0 #DIV/0!
Financial
Revenue This Period $ -
Revenue to Date $ -
Cost per Sale Closed to Date #DIV/0!
60 DAYS
Status This Period Percentage
1 = Sale Closed 0 #DIV/0!
2 = Send Proposal 0 #DIV/0!
3 = Needs More Information 0 #DIV/0!
4 = Follow Up 30 0 #DIV/0!
5 = Follow Up 60+ 0 #DIV/0!
6 = Lead is Cold 0 #DIV/0!
Financial
Revenue This Period $ -
Revenue to Date $ -
Cost per Sale Closed to Date #DIV/0!
REPORTS
90 DAYS
Status This Period Percentage
1 = Sale Closed 0 #DIV/0!
2 = Send Proposal 0 #DIV/0!
3 = Needs More Information 0 #DIV/0!
4 = Follow Up 30 0 #DIV/0!
5 = Follow Up 60+ 0 #DIV/0!
6 = Lead is Cold 0 #DIV/0!
Financial
Revenue This Period $ -
Revenue to Date $ -
Cost per Sale Closed to Date #DIV/0!
180 DAYS
Status This Period Percentage
1 = Sale Closed 0 #DIV/0!
2 = Send Proposal 0 #DIV/0!
3 = Needs More Information 0 #DIV/0!
4 = Follow Up 30 0 #DIV/0!
5 = Follow Up 60+ 0 #DIV/0!
6 = Lead is Cold 0 #DIV/0!
Financial
Revenue This Period $ -
Revenue to Date $ -
Cost per Sale Closed to Date #DIV/0!
Financial
Revenue This Period $ -
Revenue to Date $ -
Cost per Sale Closed to Date #DIV/0!