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loscar73 How I know if my salespeople are winning enough deals?
Hi,
Our organization recently launched Salesforce and I have created a company dashboard with a dial that shows the total amount won YTD. This represents the total value of the contracts won.
The C-level execs like that we can see the data now but their question to me is: have we won enough work to meet our revenue budget this year? And: how does this compare to a previous period?
My question to the community is how are your organizations measuring whether you have won enough deals in a given period? Our contracts span more than a calendar year so at the beginning of each year we enter it with a baseline of revenue.
I need some help and ideas on how to handle this. I looked at customizable forecasting, but I don't think that will work for me.
Thanks.
Hi,
We used Salesforce for a while and can by that compare number of won deals last yeas vs present year.
I also think you should start with forecasting since it shows very clear if a sales rep is doing his/her numbers or not.