Sales Team Reporting
Name
First Name
Last Name
Date
-
Month
-
Day
Year
Date
EOD or BOD?
Please Select
EOD
BOD
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BOD
How many set appointments are you projecting for today?
How many set appointments are you projecting for this week?
How many appointments are on your calendar for today?
How many set appointments are on your calendar for this week?
*for yourself, another AE or Eric
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How much in closed revenue are you projecting for today?
How much in closed revenue are you projecting this week?
How much in closed revenue are you currently at this week?
How much in signed revenue are you currently at this week?
*Closed = Pitched, agreed to move forward, engagement letter stage
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Are you on pace or off pace for the week?
Please Select
On Pace
Off Pace
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If On-Killing it, keep up the high energy!
If Off-What would help you get back on pace?
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EOD
How many dials did you make today?
How many strategy sessions did you set today?
*for yourself, another AE or Eric
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Who showed up to your strategy sessions today?
Who no showed, rescheduled or canceled your strategy sessions today?
Who has an engagement letter out who has not signed? What is their objection?
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How much revenue did you close today?
How much revenue did you sign today?
*Closed = Pitched, agreed to move forward, engagement letter stage
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Are you on pace or off pace for the week?
Please Select
On Pace
Off Pace
If On-Killing it, keep up the high energy!
If Off = What would help you get back on pace?
Submit
Should be Empty: