CHAPTER 2

Sales and Marketing

KPI: Qualified Lead List

Owner

Sales Department

Data Sources and Collection

The sales team members will have to track and record the qualifying process, probably by means of a checklist. Final approval on qualifying should come from the head of sales

Reporting Frequency

Quarterly

Why This KPI Is Useful

This KPI describes a relevant performance measure for sales and marketing. It is also a means of accountability, which makes apparent the discipline, activity level, and effectiveness of salesmanship. This KPI includes aging of the lead, lead source, preferred dates and space, targeted market, and confidence level.

Two schools of thought exist regarding sales leads. One is to count nearly everything as ...

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