Performance Goals

The following Sales Management Tools are part of our "Performance Goals" Toolset.  Our Outbound Excellence "All-In-One" Toolkit includes 14 sets of these proven Sales Management Tools, a set for each of the 14 roles of the Sales Management position.

What you see below are "Images" of the tools that you receive as part of your "All-In-One" Sales Management System to allow you to determine the level of value these tools would provide in helping you coach and develop your sales team.

When you purchase the "All-In-One" System you are provided with access to download these tools in a pre-designed, pre-formatted Microsoft Office Application.  Just plug in your data and you have proven, "ready to use" - Sales Management Tools.

Each tool includes unlimited phone and email training and support at no additional cost.

Note: Click any image below for a full screen view.

73. Historical Annual Revenue Per Sales Rep 74. Sales Representative Budgets
Provides a historical snapshot of each one of your sales representatives ‘annual revenue or margin performance over a rolling four year period and provides margin growth of the current year over the previous year. A quick and easy aid for Sales Managers to budget the annual revenue or margin dollar performance of their sales team.
75. KSI Performance Benchmarks 76. Calculating Sales Quotas
One of the most important elements of an effective performance development strategy is the benchmarking of the Key Sales Indicators - KSIs / Key Performance Indicators – KPIs of each sales representative as well as the performance of the overall sales organization. Sales representatives as twice as apt to buy into a development plan and strive to achieve the goals of a development plan when the goals are based on the performance of their peers. One of the key skills of effective Sales Managers is their ability to accurately forecast sales team performance. The Outbound Excellence calculating sales quotas tool is a proven scientific system that will allow your Sales Managers to accurately forecast sales quotas for your sales team.
77. Account Management's Business Plan 78. Monthly Sales Forecast By Account
A great sales forecasting tool that allows you to see over a dozen key sales forecasting elements for each of your sales representatives. The Account Management Business Plan measures monthly, quarterly and annual sales by account, industry and market trends, products purchased, accounts won and lost, unique buying patterns, disruptions in buying patterns, Monthly and YTD performance vs quota, average # of buying accounts / month, average sales per customer and more. This is one of the most effective performance monitoring and forecasting tools ever developed. This performance goal tool is a subset of the account management business plan and allows you to effectively forecast revenue or margin dollar performance by account based on historical sales / margin dollar performance.
79. Quotes Expected To Close 80. Monthly Sales Forecast by Sales Representative
Allows you to quickly monitor and track sales quotes to increase your effectiveness in improve the accuracy of monthly sales forecasting. An effective tool for monitoring and tracking sales quotes (by sales representative) in three separate categories: Active Customers, Prospects, and Top 5 Active Accounts.
81. Sales Forecast, Month to Date Update by Sales Representative 82. Action Plan To Close Sales Opportunities
This tool allows the sales manager to effectively track and update individual sales forecasts on a month to date basis. A number of the sales management tools within this category allow the sales manager to monitor and track sales quotes expected to close within the current budget cycle. This Sales Management tool allows managers to develop, execute and monitor tailored action plans that will maximize the probability that sales representatives will close forecasted sales opportunities.
83. Outbound Sales Calls/Performance Report 84. Sales Manger’s Key Sales Initiatives
The outbound sales calls performance report tracks the historical performance of prospecting calls made by your sales team. It includes call benchmarks, performance against established benchmarks and action plans for meeting and exceeding sales call targets. Most organizations do a fairly good job of establishing and tracking the initiatives that will allow their sales team to achieve budgeted sales goals. However, these same organizations typically do a relatively poor job of establishing and tracking the key sales initiatives for their sales managers. This tool provides sales managers with a road map and compass for achieving their KSI’s and maximizing the profitable sales growth performance of their assigned sales team.
85. Sales Manager's Call Coaching Schedule
The number one area in which “CEO’s” rank the need for improvement in their sales organization is in the area of Sales Coaching. The number one area in which sales managers say they could improve the performance of their sales teams is also sales coaching. The reason most sales managers do not spend more time coaching is because they do not set aside dedicated time on their calendars to coach their sales team. This valuable time gets dissipated into less valuable day-to-day tasks.

Outbound Excellence Inc. – 877-337-2674 / 602-770-0012 – Dave Kalstrom CEO – P.O. Box 424 Maricopa, AZ. 85234