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KPIs & performance
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.
Get the free playbookFree PDF · Written by a senior human sales operator
Who this playbook is for
Sales leaders, managers and revenue operations teams.
What’s inside
- Close Rate, Sales Cycle and Revenue per Rep scorecards
- Google Sheets and Excel dashboard structure
- Weekly review cadence and 7-day installation plan
Inside the playbook
01
Choose the core measures
Define Close Rate, Average Sales Cycle Length and Revenue per Rep, with secondary measures for pipeline coverage, no-decision losses and forecast accuracy.
02
Build a visible scorecard
Individual, team and leadership templates pair current performance with targets, trends and traffic-light status. A four-tab spreadsheet structure separates raw data, scorecards, dashboard and status summary.
03
Turn reviews into actions
The weekly metrics agenda focuses on weak measures, root causes and one coaching or process action with an owner. A seven-day plan covers setup, the first data pull and the first review.
From the playbook / The purpose of the scorecard
“The scorecard is not the work. It is the instrument panel that tells you where the work must happen next.”
How to use it
Use the kit to establish a shared weekly performance view from a consistent CRM export. Set initial targets from your own recent data, keep field names stable and use each review to assign an action for every weak measure rather than simply reporting the numbers.
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