Tracing Average Time to Close Sales

Problem:

In Salesforce, reports can be generated to identify metrics for organizations and sales representatives for an average amount of time it takes to close business. What is more challenging is having those analytics in fields on records that can be used to drive processes, and send alerts/notifications where necessary.

For example, Anne is head of sales at a small, but quickly growing company. She has limited sales resources, and the company does not yet have a Salesforce Admin. Her current team closes sales 10 months on average from the time the opportunity is created until the time it is marked closed won. It took her a few weeks to create a report to identify the current state of average time to close. She is worried that she will not be able to track which members of her team are falling below the team’s average time to close. Anne needs to quickly identify any trends in her team’s performance, and each team member’s performance so that she can intervene with any necessary training/coaching.

Solution:

Sales Performance Intelligence provides pre-built analytics at the organizational and sales representative levels for the average close time that can be used for custom workflow/notifications. These analytics are also easily customizable to fit specific business requirements.

 

Customize Logic

 

 

Customize Notifications

 

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Do you have any additional ideas on tracking sales performance? Please let us know by commenting below!

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