Hi team, I am looking for your advice on how you are tracking your sales teams KPI's.
We're in the process of expanding our sales team, which is currently just 4 members, spread across the globe. We are looking for a way to more formally track team members KPI's and ensure we've got our finger on the pulse of sales activities.
We'd love to have a place to see company-wide statistics, but also views for each individual team member to be used during sales meetings. We are deciding whether we can do this in Pipedrive Insights or if we need to integrate with a third-party provider.
I've just spoken with Pipedrive support, who mentioned that the Pipedrive Goals feature is coming to Insights in October, but I'm not going to wait for them if I'm not confident the feature set will do what I need it to.
A few months ago, we set up a couple of Databox dashboards and I could generally get it to do everything we wanted (I only spent an hour or so setting it up), but I wanted to know what other systems are out there that are easy to set up, cost-effective (I've seen some systems asking for 3 x our total Pipedrive expense (I'm looking at you Dear Lucy ;)), deeply integrated with Pipedrive, and provide our sales managers with the information they need to manage their team and pipelines effectively.
Our main KPI's that we're looking to track aren't too complex:
- Deals Started
- Emails Sent
- Video Meetings
- Discovery Meetings (custom activity)
- Presentation Video Calls (custom activity)
We would like each KPI to have a specific target (e.g. 150 per month) and be able to compare to a previous period. E.g. as in this image below from Databox
Additional Requirements/Nice to Haves
We would also love for a way to track deal flow, basically the number of deals that have moved someway through the sales pipeline. E.g. tracking the number of deal movements Left > Right across the pipeline and aggregating them into a total for the month.
Finally, we would like to also be able to see on our dashboard a display of each deal that has a product associated with it. I am wondering about doing this simply with a Google Sheet that updates via Integromat each time a Product (e.g. Pipedrive Products) is updated and then feeding that, along with the deal title etc into Databox (or similar)
Anyway, keen to hear how everyone is managing their teams, their KPI's, and their sales meetings etc.