Sales KPI Dictionary
25 pre-filled sales metrics with a definition, a formula, inclusion rules, an owner and a prompt for what to do when each one dips. Plus a dashboard spec.
Excel templateExcel (.xlsx)60 minutesSales teams
What is inside
- 25 pre-filled metrics across activity, conversion, pipeline, revenue, efficiency and people.
- For each: a plain definition, the formula, inclusion rules, a leading or lagging label, an owner, a cadence and a prompt for what to do when it dips.
- Space for your own target and warning level beside each metric.
- A dashboard spec showing what to show to whom, and how often.
- Filters so you can see leading or lagging metrics on their own.
Who it is for
Sales leaders and RevOps who want everyone to mean the same thing by the same metric.
How to use it
- Open it and fill in the yellow cells with real, current examples.
- Read what it flags, and pick the one or two things that matter most.
- Share it with the people who need to act, and revisit in a month.
Why we made it
Because two people can use the same word and mean different numbers.
What it will not do
It starts the conversation about definitions. Your system of record, and your own targets, still need to be filled in.
Keep going
Use it with.
- Excel packFree
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