Effective Onboarding and Essential Sales Metrics

Simplify Dashboards: Skip filters and create pre-built reports for dashboards. It saves time and provides clearer insights without extra clicks.
Trim CRM Fields: Remove unused CRM fields. If you’re not reporting on them or they’re filled with junk data, they’re just slowing you down.
Analyze Mature Pipeline: For accurate win rates, focus on qualified deals created in earlier quarters. Allow time for deals to mature before assessing.
Core Metrics Dashboard: Track four key metrics—intro meetings, late-stage deals, win rates, and inbound versus outbound pipeline.

This chapter outlines a tactical onboarding strategy designed to elevate new sales representatives within a month, focusing on hands-on training from prospecting to live calls. It underscores the necessity of daily sales dashboard engagement to monitor performance and make informed decisions based on key sales metrics.

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