Funnel Health QQVB KPI 2019 - Per SE
The reference tool where I can find all information & best practices related to Funnel & Forecast.
What is the Sale Executive Operating System Playbook?
They are the reports which give me my performance year to date for Loads, CMRg, CMRr and 1X.
What are the YTD Performance LOADS, YTD Performance CMRg, YTD Performance CMRr and YTD Performance 1X reports?
It is the Funnel health KPI section in the Sale Executive Operating System playbook.
Where I can see the Funnel Health KPIs and thresholds?
It represent your prospecting bucket of potential opportunities.
What is the SIT 6 Repository?
Quantity, Quality, Velocity and Balance
What are the 4 areas I should focus on when measuring my funnel health?
It is a report where I see all my active opportunities including SIT 5.
What is the Funnel SIT 1 to SIT 5 report?
It is the report that gives me the information to measure if my # of deals closing in the next 18 months reflect the best practices (5%) of funnel health management.
What is the Quality : aged opportunities report?
It is the dashboard that provides me most of the data I need to fill in the funnel health assessment document to visualize my health compared to the best practices of funnel management.
What is the Funnel Health QQVB KPI 2019 - Per SE?
It is the meaning of CFY in the Funnel Distribution CFY CMRg and Loads reports.
What is Current Fiscal Year?
It is the Refresh button!
What is the first click I should do when I look at a dashboard?
To increase the probability of achieving my yearly quota.
Why have Funnel Health KPIs?
They are the reports that provide a view of my Top opportunities in my funnel. They can help me visualize if you I am at risk by having all my revenues coming from the same accounts/opps.
What are the Top 10 Opportunities (Loads, CMRg, CMRr) reports?
It is the report that gives me the information to measure if my average SIT 5 Top X age is reflecting the best practice of funnel health management (below 90 days).
What is the SIT 5 TOP A average Age report?
It is the opportunities TCG $250K + missing TAS plan and TAS plan not modified in the last 30 days reports.
What are the 2 reports helping me be on track with my TAS?
It is a report where I can see if I have opportunities at 0$ that need to be re-evaluated to include them in my QQVB.
What is the Active Opportunities at 0$ TCG or 0$ TCR?
Opportunity at 0$ and Auto-Load
What opportunities are excluded from the Funnel Health QQVB KPI 2019 – per SE dashboard?
It should represent minimum 150% of your quota
MM+:What is the % of my SIT 1 and SIT 2 that should be in Rolling 30 days window?
MMS: What is the % of my SIT 1 to SIT 4 that should be in Rolling 30 days window?
It is a tool to help me analyze my funnel health and identify areas where I should spend your time on a month to month basis.
What is the Funnel Health Self-Assessment?
It is a report where I can see my monthly Top X selection.
What is the Monthly Top X Selection (Target, Account & Opportunity) report?
To track progression of my funnel health and to prepare for better coaching.
What are the reasons why I should do monthly funnel health assessment?
It provides me my view in real-time based on the Funnel health KPIs.
What is the Funnel Health QQVB KPI 2019 – Per SE?
It is where I can see my funnel distribution by quarter and by SIT level for CMRg and Loads?
What is the Balance: Rolling 4 quarters (Loads, CMRg) reports?
It is a section of the SEOS playbook where I can find how to prepare myself for a coaching session and what I should do in before, during and after the coaching session.
What is the Getting prepared for coaching section in the SEOS?
It is a dashboard meant to provide complementary data about my funnel health and to guide me in my funnel health management
What is the Funnel Health Management 2019 - Director/SE?
It is a new field in reporting since the introduction of SIT 6 to track the real age of opportunities (4,3,2,1) in my funnel.
What is the Age Revised?