Monthly
Revenue
The money earned from selling products or services in a period, after returns, discounts and allowances.
Money
Sales
The KPIs sales teams run on: revenue, pipeline, win rate, deal size, cycle length and quota, each with its formula, DAX, SQL and Excel, and the charts that show it best.
Starter dashboardThe 6 KPIs most teams in Sales track, each in its best chart
Monthly
Revenue Growth Rate
How much revenue grew compared with the same period last year (or the previous period), as a percentage.
Percent
Monthly
Win Rate
The share of closed opportunities that were won.
Percent
Monthly
Average Deal Size
The average value of the deals won in a period.
Money
Quarterly
Sales Cycle Length
The average number of days from creating an opportunity to winning it.
Days
Monthly
Quota Attainment
How much of their sales target a rep or team reached in a period.
Percent
Weekly
Pipeline Coverage Ratio
How many times the open pipeline for a period covers the quota still to be reached.
Ratio
Weekly
Weighted Pipeline
The open pipeline with each deal multiplied by its chance of closing.
Money
Monthly
Sales Velocity
How much revenue the pipeline produces per day, from four levers: number of deals, deal size, win rate and cycle length.
Money
Monthly
Lead to Opportunity Rate
The share of leads that become a qualified sales opportunity.
Percent
Quarterly
Sales Forecast Accuracy
How close the sales forecast made at the start of a period was to what was actually sold.
Percent
Monthly
New Customers Acquired
The number of customers who bought for the first time in a period.
Number
Monthly
Average Discount Rate
How much below list price deals were closed, on average.
Percent
Quarterly
Revenue per Sales Rep
The revenue each quota-carrying rep brings in, on average.
Money
Quarterly
Sales Rep Ramp Time
How long a new rep takes to reach full productivity, usually their first month at or near full quota.
Days
Weekly
Sales Activities per Rep
The number of calls, emails and meetings each rep logs in a period.
Number
Monthly
Upsell and Cross-sell Revenue
Revenue from existing customers buying more, a higher tier, or other products.
Money
Weekly
Gap to Target
How much revenue is still missing to reach the target for the period.
Money