Assessment Part 7:
Do you have the right metrics & processes for performance management?
☐ Performance dashboard: An “at-a-glance” view of the key performance metrics for your business including a month-to-date measurement of the lead funnel, sales pipeline, new customers acquired, sales bookings & gross margin dollars with “to-go” values based on your pre-defined performance targets.
☐ Historical trend analysis: A historical summary of prior months and quarters with data plotted as trend lines that show upward or downward trends in your key performance metrics, the impact of seasonality and your overall rate of growth.
☐ Cost of Acquisition review: A quarterly assessment of your cost of customer acquisition to reveal an increase or decrease in COA over time so you can take appropriate action.
☐ Lead funnel and pipeline review: A quarterly analysis of the lead funnel and sales pipeline to look at trends in quantity and quality in order to assess the effectiveness of your lead gen programs and the efficiency of your sales process.
☐ Revenue & profitability review: A quarterly review of revenue and margin performance to better understand trends and to identify strategies that maximize growth and profitability.
Complete Your Own Business Assessment Checklist
☐ Historical trend analysis: A historical summary of prior months and quarters with data plotted as trend lines that show upward or downward trends in your key performance metrics, the impact of seasonality and your overall rate of growth.
☐ Cost of Acquisition review: A quarterly assessment of your cost of customer acquisition to reveal an increase or decrease in COA over time so you can take appropriate action.
☐ Lead funnel and pipeline review: A quarterly analysis of the lead funnel and sales pipeline to look at trends in quantity and quality in order to assess the effectiveness of your lead gen programs and the efficiency of your sales process.
☐ Revenue & profitability review: A quarterly review of revenue and margin performance to better understand trends and to identify strategies that maximize growth and profitability.
Complete Your Own Business Assessment Checklist
