16/07/2025
We’re halfway through 2025, and hurtling into "holiday season" - it's a perfect time to assess the first 6 months' sales performance.
Here’s a quick-fire, data-driven check you can run right now. If you don't know how to pull this information yourself, ask your sales leader to do it for you and report back.
1. Qualified Leads Added (Jan-June):
How many genuinely qualified leads have your team added to the pipeline? This number should be able to be pulled in under 60s via your CRM reporting.
2. Conversion Rate:
What percentage of those leads actually became paying clients? If you don’t know your conversion rate by channel (inbound, outbound, referrals), and by sellers.
3. Average Deal Value:
Is your average sale increasing, flatlining, or shrinking?
4. Sales Velocity:
How long does it take to move a lead from first contact to closed deal?
5. Stalled Opportunities:
How many deals have been stuck in your pipeline for more than 30 days?
This review should take about 10 mins and you'll get a good and objective view of your last 6 months' performance and get an indication on how you might perform in the latter half of the year when, once holidays are over, typically businesses are at their busiest.
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