Oct 6 • General discussion
Monday Revenue Hacks: Start w/ a Dashboard
Happy Monday everyone! Time for to share a hack that I live by 🤓
As a salesperson, a founder or anyone looking to understand the value your day-to-day work has on your performance-based milestone goals - data is a requirement!
I reflect on my time as a sales rep about 10 years ago with ADP (the payroll company), where I was in a cubical with a marker and whiteboard trying to figure out how to be successful.
Every quarter I set my goal on the whiteboard and I subtracted my sales from it after every close, to see what my gap-to-goal was and to keep me on the pulse of what my core priorities were.
This is where it all began for me, and why I am so data driven today.
That whiteboard was my superpower; always reminding me of the exact outcome I was chasing and giving me satisfaction and focus I needed after every sale to keep pushing.
Over time I started making this into formulas - tracking my inputs to outcomes - and mathing what fuel I needed to put-in to stay on track.
How many calls -> meetings?
How many meetings -> proposal?
How many pitches -> close?
How many closes -> goal?
This was my life.
No one did this for me (even my managers were distracting against this focus) and I didn't have the technology at my fingertips that I have now.
But the practice remains the same.
- What must I do to be successful this quarter/ half/ annum?
- What goal do I have ON TOP OF this requirement so I am tracking 'overachievement'?
- What activities do I need to do, and at what frequency to achieve this?
- How am I going to track this in a dynamic way?
- Put that report as the first thing I do every day so I have that focus first.
- Maintain it.
If you have great tools like HubSpot, Salesforce etc at your fingertips, use those.
If you don't, get a whiteboard and marker and use those - don't sacrifice the focus you need to reach the goals that you set for yourself.
That is the most expensive compromise that you can make - you gotta manifest the sh*t out of it!
Make your dashboard/ report - live by it, protect it and follow it.
It's helpful on the hard days, it's impactful on the great days and you can really see how bad you want it so you can stop negotiating with yourself and just GET SH*T DONE!
If you need help with how to set this up - let me know in the comments and we can set up some time to help get you started :)
-Z
4
1 comment
Monday Revenue Hacks: Start w/ a Dashboard
skool.com/foundations-revenue-academy-8765
The GTM community for founders who sell. Learn, build, and scale a repeatable sales engine with structure, support, and zero fluff.
Powered by