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Leads Contacted (%)
- The percentage of leads that were contracted out of all the leads generated.
- Formula: (Leads Contacted / Total Leads) x 100)
- NCM Benchmark: 70% as of 2024
- Importance: Shows how many leads have been reached out to.
Appointments Set from Leads (%)
- Definition: The number of appointments scheduled with potential customers.
- Formula: (Appointment set / Appointments Contacted) x 100
- NCM Benchmark: 30% as of 2024
- Importance: Shows how well leads are being engaged and moved forward in the sales process.
Appointments Shown from Appointments Set (%)
- Definition: The number of scheduled appointments that were actually attended by potential customers.
- Formula: (Appointments Attended / Appointments Scheduled) x 100
- NCM Benchmark: 70% as of 2024
- Importance: Measures the effectiveness of appointment setting and follow-up processes.
Closing Rate
- Definition: The percentage of leads that resulted in a sale out of the total leads contacted.
- Formula: (Appointments Sold / Total Leads Contacted) * 100
- NCM Benchmark: 15% as of 2024
- Importance: Reflects the conversion rate from appointments to sales, showing sales effectiveness.
Appointments Sold from Appointments Shown (%)
- Definition: The number of appointments that resulted in a sale.
- Formula: (Appointments Sold / Appointments Shown) x 100
- NCM Benchmark: 65% as of 2024
- Importance: Reflects the conversion rate from appointments to sales, showing sales effectiveness.
- This barchart shows Leads from your CRM.
- This barchart shows Sales from your CRM.
- Note the count of sales here may not match the count in your DMS if leads were not properly marked as sold in the CRM.
- The second barchart illustrates the number of sales you would have closed had your closing rate been the value simulated above.
- The first barchart illustrates the ratio of leads received to the number of staff members required, based on handling capacity.
- The second barchart illustrates the number of staff that handled leads in the selected timeframe, along with the recommended number of staff to properly handle this many leads.
- This barchart demonstrates an efficiency score derived from days worked and units sold per day.