This checklist provides a structured approach to review sales performance for the quarter, helping teams analyze results, understand market trends, and set new objectives.
Collect all relevant sales data for the quarter, including total sales, new clients acquired, and lost clients.
Evaluate sales data against the set targets to assess overall performance and identify trends.
Examine feedback received from clients during the quarter to understand their satisfaction and areas for improvement.
Determine which sales strategies were most effective in driving sales and client engagement.
Based on the analysis, establish new sales goals and objectives for the next quarter.
Compile the findings and new sales goals into a presentation to share with the sales team in the upcoming meeting.
List specific action items that need to be addressed by team members based on the review outcomes.