Sales KPIs

1. Leads Generated: Count new leads over time. Use CRM software to automatically capture and categorize leads from all sources.
   1. MoM
   2. By source
   3. Platform
   4. Budget range
2. Leads to Proposal
3. Lead Conversion Rate: Divide the number of new clients by the number of new leads. Automate this calculation within your CRM.
   1. MoM
   2. By type (marketplace, internal app, client facing app, etc)
   3. Timeline
4. Average Time to Close: Track the time from lead generation to deal closure. Monitor through CRM, and calculate the average across deals.
   1. From discovery to proposal
   2. From proposal to payment
5. Average Project Duration: Measure the time from project start to completion. Analyze historical project data in your project management software.
   1. Compare timeline sold vs real timeline
6. Client Retention Rate: Compare the number of retained clients over a period to the total number of clients at the start of that period. CRM data analysis can provide this insight.
   1. % of v2 sales
   2. % of maintenance plans

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1. Monthly Recurring Revenue (MRR): Sum up recurring revenue from all clients monthly. Financial management software can automate this calculation.
2. Utilization Rate: Divide billable hours by total hours worked. Track time within project management tools for accurate reporting.
3. Project Margin: Subtract project costs from project revenue. Use accounting software to track costs and revenues, and calculate margins.