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How do you know that your sales team is following the rules, working according to the company’s protocols, and providing favorable results? If you are new to sales, you might be bombarded with client questions like: “How do you qualify a conversion?” or “What do you consider a conversion?” This is where KPIs come into action. These are important to understand how the system works and understand the company’s performance.
What is a KPI?
KPI stands for Key Performance Indicator. As the name suggests, it is a type of performance measurement tool; it demonstrates if a company’s key business objectives are being met. In sales and marketing, KPIs are the metrics that measure and track the performance of a sales team toward achieving predetermined goals and how it impacts business.
KPIs include metrics like Cost Per Lead (CPL), Customer Retention, Cost per Customer Acquisition, Revenue per client, Marketing Qualified Leads (MQLs), Marketing ROI, Sales Qualified Leads (SQLs), and Sales Revenue.
A company needs two major things to function- marketing and innovation. Here are our top-notch Digital Marketing KPI templates we swear by that’ll significantly raise your digital marketing game!
What actually matters?
KPIs can be a bit overwhelming for freshers. They are concerned about what actually matters in business? Which KPIs should I care about? Don’t worry! You’re not the only one! Even the most experienced and skilled sales and marketing teams can sometimes get confused in drawing up the KPIs.
Below, we give you the sales & marketing KPI templates that will ensure you have a healthy, productive, and growing business.
Let’s explore!
Template 1: Product Delivery Timeline with KPI and Marketing
There are opinions on which KPIs should be considered at a company, but the on-time delivery (OTD) KPI is everyone’s preference. Product issues with quality, production, demand and supply can hinder your production schedule. This template is a roadmap to getting back on track and delivering on time by monitoring aspects of product delivery and marketing. Download now!
Template 2: Sales KPI Customer Metrics Sales Effectiveness Measures
SlideTeam offers you with the Sales KPI Customer Metrics template that is sure to reduce your stress and workload. This circular sales meter customer PPT will help you build and maintain customer relationships. It covers sales effectiveness measures, promotion efficiency measures, product pricing indicators and customer metrics. Know what your customers need with this super helpful template. Download now!
Template 3: Marketing Management KPI Metrics PPT File Graphics Tutorials
Gain command over core business areas with our Marketing Management KPI PPT. Gauge performance on KPI-specific marketing activities such as demand generation, new client acquisition, profitability and retention of clients, etc. It showcases marketing ROI (Return On Investments) on implementing marketing methodologies. Get it now!
Template 4: Marketing KPI Dashboard Slide for General Partnership PowerPoint Template
This Marketing KPI Dashboard Slide Template is designed using a data-driven approach that lets you display stats, figures, insights, and metrics based on your topic. Deploy this easy-to-understand slide to present reports on a specific business project and strategy. It can be used for monitoring and identifying industry trends. Download this vector-based, high-quality graphical template now!
Template 5: Achieving Sales Target Sales KPI Editable Dashboard PPT Diagrams
Monitor and compare current sales revenues with the past year with our customizable sales target KPI editable dashboard PPT Diagrams. This presentation template will provide a holistic view of team activities. It allows you to measure the organization’s performance based on monthly sales, average profit margin, sales opportunities, average purchasing value, customer lifetime value and average conversion time. Get it now!
Template 6: Marketing Campaign Performance KPI Dashboard
Marketing dashboards are crucial for a smooth and healthy analytics process. The dashboard must be user-friendly. What if we provide you with a versatile marketing dashboard template that helps marketers optimize campaigns with web analytics tools? Boost your performance and market ROI with this amazing template that lets you catch the needs and pains of customers.
Template 7: Achieving Sales Target Sales Performance and Sales KPI Dashboard Snapshot PPT Icon
As a sales manager, you will always want real-time data on your sales team’s performance. Achieving sales targets can be tricky, but presenting these can be even more challenging. This Sales Target PowerPoint Presentation Template will help you express essential statistics. Track your sales revenue and manage the list of sales performance indexes through this awesome template. Download now!
Template 8: Data-Driven Sales KPI Dashboard Snapshot For Achieving Sales Target PPT Samples
A sales dashboard offers a quick run-through of your sales team’s performance. Sales teams operate expeditiously in a target-oriented environment. Closely monitor their daily performance with this template so they can work on their strategies practically. Download now!
Template 9: Sales KPI Dashboard by Function
Display your progress strategically with this template so you can always focus on the pulse of your business. A well-designed sales dashboard will keep your sales team informed about the issues or areas that need immediate attention. Use this template to highlight the figures that only pros have or can use, like upselling as a sales skill and the new generated sales revenue. Get it now!
Template 10: Marketing KPI Dashboard Showing Visits Traffic Sources and Bounce rate
This Marketing KPI Dashboard template comprises a three-stage process. The stages include Marketing, Branding, and Promoting. A Marketing KPI Dashboard is a measurable performance indicator that monitors, analyzes and optimizes the number of visits, traffic and bounce rate on websites. This template helps website managers operationalize their marketing goals. Get it now!
Win over decisively
Choosing the wrong KPIs can be far worse than not having KPIs at all. This can cause strategic misalignment, wastage of money and resources, or lower staff morale. Choose wisely and reduce your chances of failure with our best-selling Sales & Marketing templates. Get, Set, Goal.
FAQs on Sales & Marketing Templates
What are the key KPIs for marketing?
Following are some of the key KPIs for marketing:
- Cost Per Lead (CPL): It calculates all marketing expenditures and the total number of new leads driven to the market. It is the average cost incurred on one lead, considering the total marketing and advertising spend that went into CPL as an activity.
- Customer Retention: Once you acquire new customers, the next move is to ensure they don't leave you. Customer retention is turning your current customers into long-term and loyal customers. It is a set of practices and procedures that mean customers repeatedly buy and use your products and services.
- Cost per Customer Acquisition: It defines the total cost spent in advertising to get a new customer or a set of customers to buy for the first time.
- Revenue per Client: This KPI tracks the number of repeat customers of the company and the revenue generated by such customers. It's calculated by taking revenue divided by the number of customers in that period.
- Marketing Qualified Leads (MQLs): An MQL is a potential lead that is deemed to become a customer, compared to other kinds of leads. This qualification is based on factors like web page visits, the number of downloads of an e-book, and other predetermined variables before the Ad and marketing campaigns had started. Marketing ROI: In simple terms, Market ROI is the profit earned from any investment in marketing or advertising.
- Sales Qualified Leads (SQLs): A qualified lead is someone who fills out a digital form or contacts your company and meets the company's criteria for ensuring that they have the basics to become a customer.
- Sales Revenue: Revenue indicates the total number of sales/ cash the company generates from its diverse range of selling activities.
What are the main KPIs of sales?
The following are the important Sales KPIs:
- Multi sales/ New customers: It indicates the number of new customers or leads generated by your sales team every month.
- Multi-new leads and prospects: This is a reference number to perceive a company's total sales. This KPI represents the input of expected potential new customers, leads and enquiries of a company.
- Lead-to-sale conversion rate: This refers to the leads that actually convert from a batch of enquiries. Suppose you have 100 incoming leads, out of which 15 get converted; then 15% will be your lead-to-sale conversion rate. It helps to keep a close tab on the performance of both marketing and sales teams.
- Cost per lead: This determines your expenditure per lead that is brought in by your marketing team, sales team or other sources.
- Cost per conversion: It is described as the total cost for the traffic generated by advertisements and campaigns divided by the total number of conversions.
