Here’s a quick overview of the most essential SaaS sales management metrics to track and surface to your team.
Transcript: Hi! I’m Anna Talerico with Married2Growth and this is a quick rundown of the most essential management metrics to track for a SaaS sales team. These are the numbers I always watch. This is going to sound like a lot, but with simple dashboards, it’s easy to get a lot of high-level data that helps you run your department and keep the wheels on at a quick glance.
First is what I care about most—Wins. New deals by this week, this month, this quarter, and this year. I want to see it as a goal to actual and of course, a break down by rep in a leaderboard.
I like the top-line number of total new deals, but I also want to see
Next up are just some activity metrics. I want to see dials, connects, and appointments set by this week and this month. I also want to see a leaderboard so I can see this info by rep, not just in aggregate. In that vein, I want to see how many new opportunities have been opened this week, month and quarter, and of course, the pipeline created.
I always keep an eye on sales cycle, in aggregate and by rep, and also average days in each stage too. A quick snapshot of win rate should be part of that.
Ok, these are by no means all the metrics I use to manage my sales team, but these are the high-level ones I always want at my fingertips and again, even though it sounds like a lot of data, some simple dashboards can show them in a really digestible format that’s easy to glance at and see what’s happening.
These are metrics I have available for everyone on the team, so we all know what we are measuring and how we are doing. Accountability and transparency
[…] a management perspective, keep an eye on these metrics every day, but also set aside time to do meaningful deep dives into available data to consider […]