Financial Goals
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Financial GoalsFinancial GoalsFinancial GoalsFinancial Goals Please complete the table below. If you don’t have all the information listed, PLEASE BRING WHAT YOU CAN. This YearsThis YearsThis YearsThis Years This This This This QuQuQuQuarter’sarter’sarter’sarter’s GoalsGoalsGoalsGoals GoalsGoalsGoalsGoals KKKKeyeyeyey Performance IndicatorsPerformance IndicatorsPerformance IndicatorsPerformance Indicators KPI´s ____________________________________________________ ____________________________________________________ Total Sales/Revenues:Total Sales/Revenues:Total Sales/Revenues:Total Sales/Revenues: ____________________________________________________ ____________________________________________________ Cost of Goods Sols:Cost of Goods Sols:Cost of Goods Sols:Cost of Goods Sols: ____________________________________________________ ____________________________________________________ Fixed coasts:Fixed coasts:Fixed coasts:Fixed coasts: ____________________________________________________ ____________________________________________________ Average sales:Average sales:Average sales:Average sales: ____________________________________________________ ____________________________________________________ (Average ticket or order total during the period) No of new leads:No of new leads:No of new leads:No of new leads: ____________________________________________________ ____________________________________________________ (Number of new leads you or your sales team follows up on) Conversion Rate (%):Conversion Rate (%):Conversion Rate (%):Conversion Rate (%): ____________________________________________________ ____________________________________________________ (% of leads you or your sales team turn into sales) % of Existing Customers:% of Existing Customers:% of Existing Customers:% of Existing Customers: ____________________________________________________ ____________________________________________________ Profit:Profit:Profit:Profit: ____________________________________________________ ____________________________________________________ %of Employees:%of Employees:%of Employees:%of Employees: ____________________________________________________ ____________________________________________________ Session GoSession GoSession GoSession Goals:als:als:als: List 5 things you want to achieve through this session (you will be asked to share this information) 1)______________________________________________________________________________________________ 2)______________________________________________________________________________________________ 3)______________________________________________________________________________________________ 4)______________________________________________________________________________________________ 5)______________________________________________________________________________________________