Managing with Leading and Lagging KPIs
Managing and motivating an entire team can become a frustrating process if
you’re not using the right measurement tools. Sales is very much a numbers game,
and these sales scorecard templates are invaluable tools for keeping track of your
team’s individual achievements, visualizing your sales process, recognizing your
best salespeople, identifying coaching opportunities and inspiring growth.
Our community of sales leaders has already done the hard work of creating and
testing these scorecard templates, now all you need to do is download one, customize
it for your team, and start tracking your team’s progress!
One of the biggest benefits of using the sales scorecard templates is that the scorecards
are broken into leading KPIs (activities) and lagging KPIs (objectives). Managers have the
capability to control the leading KPIs that will ultimately lead to the objectives and
results (lagging). When you stay on track with the leading KPIs on a daily basis, you are
much more likely to stay on track to hit your quota or target.
Not All Sales Activity is Created Equal
Our curated collection of ready to use Sales Scorecard Templates includes built-in,
useful formulas like our KPI Calculator that show you the exact number of activities
your reps need to complete on a daily basis in order to hit weekly and monthly objectives.
But not all activities are equal in weight. The scorecards consider that calls are more valuable
than emails, for example and the templates account for weighting the activities that matter most
to your team.
Our built-in formulas will automatically calculate a daily (or weekly) activity score where reps
strive to hit 100. They may go over on some activities and under on others, but every activity
completed goes into the score and is weighted based on how impactful it is.
In Ambition, we sync all of these activities from your full tech stack and everything is calculated
automatically via the integrations; however, these manual scorecard templates give managers and
directors a good starting point for developing a proof of concept around gamification and scoring.
Sales Objective Scorecard Templates
Daily and weekly activities should always lead to weekly, monthly, or quarterly outputs, that’s why our
Objective Scorecards conveniently display all of these metrics for weighing and identifying. Every week
or month, you'll work toward earning 100% on your Objective Scorecard. When reps are at 100 for activity,
but still light on certain objectives like talk time or meetings set, they can go above and beyond the
100 activity score to ensure they land with a 100 on objectives.
Sales Scorecard Templates From Real Sales Managers
Over 3,000 sales managers use Ambition to power their sales scorecards. These templates come directly
from these real managers to show how they manage activity and objectives successfully for their teams.
Each of our Sales Scorecard Templates provides a unique look into the sales leaders’ specialized processes,
allowing you to pick and choose which format works best for you and your team. Steal and use one of our
scorecard templates today!
