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Sales Department Performance Checklist

Posted: Mon Jan 20, 2025 4:50 am
by Maksudasm
When it's time to check! When sales are falling or the sales plan is not being met. When there are more questions than answers. When conflicts arise or there is staff turnover in the department.

What to check? We will tell you about 7 key points by which it is worth assessing the work of the sales department. If one of them sags, the work of the entire department as a whole automatically begins to limp.


So, first, let's figure out how urgent the issue of checking the work of your sales department is. There are several main reasons when this is simply necessary:

Reasons to check your sales department

Even if none of this dentist database is observed yet, it is worth going through each of the checklist items at least once a month so that sales managers are in good shape, and you are aware of how effectively the department is working as a whole.

To do this, first, collect data: sales managers’ reports, sales statistics, customer feedback, etc. And second, conduct an analysis to identify weaknesses and strengths, and outline growth points and development paths.

OP Verification Checklist
To ensure that nothing is missed and that the quantity and quality of deals are increased, evaluate your sales department based on certain key indicators. We will discuss each of them in more detail below.

Sales Volume Analysis
The main task of the sales department is to sell. Therefore, the first thing we look at is whether the forecasted sales match the actual figures.

It is also worth paying attention to the following points:

sales growth dynamics during the week/month/year;

the number of new clients that have been attracted recently;

increase in the average check for the department as a whole, as well as for each manager;

number of sales per customer.

Sales Volume Analysis