Sales matrix

Track your opportunities using the following metrics: Volume, Value, and Velocity.

Steps
2
Last edited
Apr 28, 2022
Created by
Nova

About this process

Track your opportunities using the following metrics: Volume, Value, and Velocity. Use this matrix to evaluate your sales strategy visually. Are you spending too much time targeting the wrong potential user/customer? What's your avg value? What is your avg velocity?

The process in detail

2 steps
  1. 1

    Volume & status.

  2. 2

    Value and velocity.

Read the full text
1. Volume & status.

Add all your sales leads here. Choose a sticky note color base on their status. Won**: Blue sticky note. Lost:** Grey Hot (Very interested):** Red sticky note Warm (Somehow interested):** Yellow sticky note Cold (No interested):** Light blue sticky note

2. Value and velocity.

Track your opportunities using the following metrics: Volume:** Number of opportunities Value:** How much value? Is this opportunity worth our time? Velocity:** How fast are you converting those deals? Use this matrix to evaluate your sales strategy visually. Are you spending too much time targeting the wrong potential user/customer? What's your avg value? What is your avg velocity?

Work on the whiteboard3V
3V
  • Value and Velocity
  • Volume & status
  • Add your sales leads here. One per sticky note.
  • Month/Sprint:
  • MM-YYYY to MM-YYYY
  • Client name
  • Client name
  • $3001 - 5000
  • $1001 - 3000
  • $500 - 1000
  • $251 - 500
  • VALUE
  • $41 - 250
  • $5/40
  • 1 WEEK
  • 2 - 4 WEEKS
  • 2 - 3 MONTHS
  • 4 - 6 MONTHS
  • 7 -11 MONTHS
  • +1 YEAR
  • 1 YEAR
  • VELOCITY
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Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
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Created byNova·Official process
Last edited Apr 28, 2022·2 steps