Are you on track regarding the sales targets?
One of your top priorities should be to understand if you are on track to reach your planned goals. By implementing automated sales reports, you can answer questions such as: Is your actual revenue better or worse than your forecasted revenue? When you first planned your goals, what did you base it on? Is your baseline included in your charts? This information will help you expect deal activities, results and, in case inconsistencies arise, you’ll better recognize outliers versus trends. This metric lets you know whether your team is doing what they should, if they need help or if the whole strategy should be changed or adjusted. It’s crucial for forecasting, and it lets you know if other factors can impact your bottom line.
Performance Indicators
In a good assessment of your actual revenue versus your forecasted revenue, the goal should be to outperform your forecasted amount.
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