Financial Highlights

20M 4M 10M 7M

Net Sales Operating Expenses Operating Income Net Income

Our net sales is the sum of Expenditures that we incur to Profit realized from our Our residual amount of
our gross sales minus its engage in activities not directly operations, after having earnings after all
returns, allowances, as well associated with the production deducted operating expenses have been
as discounts. of goods expenses deducted from sales.
Sales Team Structure
Team Member

Team Member

Team Member

Team Member

Team Member

Team Member

Team Member

Team Lead

Team Member

Team Member

Team Member

Team Member

Team Member

Functionality or specialization Team Member

Team Member
Functionality or specialization
 Sales Key Performance Metrics

8. Sales per Rep 1. Monthly Sales Growth

7. Average Cost per Lead 2. Average Profit Margin

KPIs

6. Customer Lifetime Value 3. Sales Target

5. Monthly calls/emails per rep 4. Sales Opportunities

 Sales Rep Performance

Rep Name: Daniella Huntington Territory: Domestic - Western Location: Los Angeles, CA

Metric Quota Actual % to Goal Difference Pace

New leads 3,000 3,100 103 + 100

Phone calls 2,500 2,800 112 + 300

Closing 800 825 103 + 25

Referrals 250 190 76 - 60

Revenue $80,000 $88,000 110 + $8,000

Sales cycle 35 days 37 days 95 + 2 days

 Sales Rep Performance

Sales Leaderboard Win Rate Percentage Average Sales Cycle in Days Team Quota Attainment
Rep A

Rep A

Rep A
Rep B

Rep B

Rep B
$ 12M (80%)
Rep C

Rep C

Rep C
Closed Business by Type
Rep D

Rep D

Rep D
Rep E

Rep E

Rep E
0 15 30 45 60 75 90 0 20 40 60 80 100 0 10 20 30 40 50 60% 40%
New Add-on
 Sales KPI Dashboard

Lead-to-Opportunity Ratio Opportunity-to-Win Ratio Lead Conversion Ratio Leads

60K
35 % 22 % 18 : 1
Opportunities
15K
Unqualified leads that turned Opportunities that turned into Unqualified leads turned into
into opportunities paying customers paying customers

Negotiation
10K
Leads Converted by Month (Actual vs. Target)
5

4 Proposal
3K
3

0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Wins
1K
 Cold leads 8,000,000
At this stage, our marketing team focuses on
creating a credible brand image and attracting
attention of prospects.

Warm leads 2,000,000

Our marketing team works in conjunction with our sales
reps to craft strategies to effectively get the contact
information of those who have shown any remote interest
and continue to nurture and be in touch with those leads
with both battle tested and experimental strategies.

Our Sales Pipeline

Hot leads 200,000

Aggressive selling to hot leads by sales reps.

Customers 25,000
Closing sales and preparing for post sales

Referrals 4,000
Customer success agents to service customers
 Target Customer Profile

Location Habits
As we expand into new markets in Europe, Our customers have the tendency to buy out
we will also target customers who live in the of convenience and only purchase as they
European metropolis feel the necessity

Income Interests
Because we’ve been able to reduce our Persona Our customers are not restricted to any
production cost, the income level required to particular hobbies but are usually well aware
purchase is now lowered of global trends and news

Challenges Turnover
Customers who’d want to buy our products are Since our business is transactional, it’s typically
often too busy to find quality yet affordable difficult to generate recurring business after
substitutes customers’ first purchase
 2020 Monthly Sales Goals

+ 15% from 2019 + 20% from 2019 + 10% from 2019

+ 10% from 2019 + 8% from 2019

January February March April May June July August September October November December

$8M $7M $6M $5M $4M $5M $6M $9M $10M $9M $5M $4M
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