Sales Goals & Targets
Monthly Revenue Target
$170,000
in closed projects per month
Revenue Target
$170K
Monthly Goal
Designer Partnerships
1/mo
New Designer Added
Deal Tracking
Weekly
Via Portal Form
Metrics Review
Friday
9 AM PST Email
Sales Process
Lead
Schedule
Consultation
Consultation
Complete
Consultation
Consultation
Prepare
Design
Design
Design
Zoom
Zoom
Close
Schedule
Install
Install
End-to-end sales cycle from initial contact through installation scheduling
Sales Metrics (Q1 2026)
| Metric | Current Status | Tracking Method |
|---|---|---|
| Average Job Size | TBD | Tracking started via portal forms |
| Close Rate | TBD | Proposals sent vs. deals signed |
| Pipeline Value | TBD | Total active opportunities |
| Leads This Month | TBD | Portal form submission |
| Appointments Scheduled | TBD | Portal form submission |
| Proposals Sent | TBD | Portal form submission |
| Deals Signed | TBD | Portal form submission (weekly) |
Weekly Metrics Collection
Automated Friday Reports
📧 Recipients:
Dana & Erika
Dana & Erika
⏰ Time:
Friday, 9:00 AM PST
Friday, 9:00 AM PST
📊 Format:
Portal form submission
Portal form submission
📈 Metrics:
All KPIs + signed deals
All KPIs + signed deals
Key Data Points:
- New leads received
- Consultations scheduled & completed
- Proposals sent
- Deals signed (with values)
- Average job size trending
- Close rate calculation
- Pipeline value snapshot
Strategic Recommendations
Sales Excellence Priorities
- Track all metrics consistently via portal submission forms — Establish baseline performance data for optimization
- Focus on designer referral channel for highest ROI — Leverage +$13,860 per job returns identified in marketing analysis
- Establish close rate benchmarks — Set targets based on industry standards and historical data
- Build pipeline visibility — Real-time tracking of opportunities by stage and value
Action Items
HIGH
Implement Consistent Metrics Tracking
Ensure Dana & Erika submit all KPIs weekly via portal forms — establish accountability
Ensure Dana & Erika submit all KPIs weekly via portal forms — establish accountability
HIGH
Designer Referral Channel Optimization
Prioritize leads from designer partnerships — highest ROI source at +$13,860/job
Prioritize leads from designer partnerships — highest ROI source at +$13,860/job
MEDIUM
Establish Close Rate Benchmarks
Set targets based on 3-month historical average — track weekly progress against goal
Set targets based on 3-month historical average — track weekly progress against goal
MEDIUM
Build Real-Time Pipeline Dashboard
Visual tracking of opportunities by stage, value, and expected close date
Visual tracking of opportunities by stage, value, and expected close date
MEDIUM
Average Job Size Analysis
Track trends by lead source and designer — identify upsell opportunities
Track trends by lead source and designer — identify upsell opportunities
Key Insights
-
🎯 Clear Monthly Target: $170,000
Revenue goal established — needs tracking infrastructure to measure progress -
📊 Metrics Tracking Infrastructure Building
Portal forms + automated Friday reports — establishing data collection discipline -
✓ Designer Referrals = Highest Priority Channel
Focus sales effort on best-performing lead source (+$13,860 ROI/job) -
⚡ Weekly Accountability via Portal Forms
Dana & Erika submit deals signed + KPIs every Friday 9 AM PST -
→ Process Clarity Established
7-step sales cycle mapped — from lead to install scheduling