FOUR ACTIONABLE LEADERSHIP TAKEAWAYS:
Simplify Dashboards: Skip filters and create pre-built reports for dashboards. It saves time and provides clearer insights without extra clicks.
Trim CRM Fields: Remove unused CRM fields. If you’re not reporting on them or they’re filled with junk data, they’re just slowing you down.
Analyze Mature Pipeline: For accurate win rates, focus on qualified deals created in earlier quarters. Allow time for deals to mature before assessing.
Core Metrics Dashboard: Track four key metrics—intro meetings, late-stage deals, win rates, and inbound versus outbound pipeline.
JOHN'S PATH TO PRESIDENT’S CLUB
COO @ Growth Assistant
VP of Sales @ Lattice
Sales Director @ Lattice
VP of Sales @ Appcues
RESOURCES DISCUSSED
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Things you can steal
How to Measure Sales Team Metrics Without Micromanaging | John Sherer | Ep. 276 (Lead) | 30 Minutes to President's Club | No-Nonsense Sales podcast - Listen or read transcript on Metacast
