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Sales KPI Scorecard & Dashboard Kit
The exact metrics senior operators use to know whether a sales engine is healthy — with practical scorecards and dashboards that make them actionable every week.
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KPIs & performance
Energy & Focus for Salespeople
A practical system for managing energy, protecting focus, and performing at a high level without burning out.
Get the free playbookFree PDF · Written by a senior human sales operator
Who this playbook is for
Sales representatives, founders and sales managers.
What’s inside
- Three-day energy tracking and protected peak work windows
- Deep work, batched admin and recovery rules
- 14-day installation plan and daily energy and focus checklist
Inside the playbook
01
Find your strongest hours
Track energy every 90 minutes for three days on a 1–5 scale, identify peak, medium and low windows, and reserve your sharpest hours for high-value conversations and hard thinking.
02
Design focus and recovery
Protect 45–90-minute deep work blocks with notifications off and a clear outcome. Batch email, CRM and admin into shallow work blocks, and make breaks, movement and lunch away from the screen part of the day.
03
Remove energy drains
Review morning inbox habits, back-to-back meetings, context switching, missed meals, late-night work and low-quality pipeline deals. End each day by closing open loops and writing tomorrow’s top three priorities.
04
Install and review the system
A fourteen-day plan progresses from tracking energy to one protected peak window, a second deep work block and a weekly 10–15-minute review. A printable daily checklist covers morning, daytime and shutdown habits.
From the playbook / Protect the conditions for good selling
“They are better at protecting the conditions that allow them to sell well.”
How to use it
Track your energy before rebuilding your calendar. Protect your best hours for discovery, negotiation and important calls, batch lower-value tasks, and aim for at least two real deep work blocks daily. Use the fourteen-day plan and daily checklist, then choose one focus-protecting change during each weekly review.
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