30 Minutes to President's Club | No-Nonsense Sales The One Dashboard Every Sales Leader Should Build | John Sherer | 30MPC Hall of Fame
May 12, 2025
In this discussion, John Sherer, COO at Growth Assistant and former VP of Sales at Lattice, shares his journey from leading Lattice's growth from $20M to $120M. He emphasizes the importance of clear and actionable CRM dashboards, recommending the elimination of unnecessary filters and fields. Sherer suggests focusing on four key metrics: intro meetings, late-stage deals, win rates, and the balance of inbound versus outbound leads. His insights aim to declutter sales data, making it a powerful tool for decision-making.
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Immediate Feedback Application
- Give reps feedback and ensure they apply it immediately on the next call.
- Pull reps aside to understand why if they don’t apply feedback and insist on immediate action.
Spot Rep Performance Gaps
- Look for performance gaps between reps to find valuable learning.
- Study practices of high-performing reps to share insights across the team.
Daily Dashboard Checking
- Check your Looker dashboard daily to recognize business patterns and issues quickly.
- Don’t wait monthly for reports; early awareness allows faster corrective action.