SLS-05
Personal Funnel Scorecard
Your own version of the funnel math your sales manager runs on the department — pulled from your last 30 days of CRM data, compared against company standard.
Pull these numbers from your own CRM data for the trailing 30 days. Guessing defeats the purpose — per Module 13, incomplete CRM logging makes this scorecard fiction.
Your last 30 days against standard
| Measure | Actual | Standard | On / Off |
|---|---|---|---|
| Lead response time | 15 min 100% inside 1 hour | ||
| Appointment-set rate | 55% | ||
| Show rate | 75% | ||
| Shown-to-writeup rate | 85% | ||
| Close rate | 65% | ||
| Floor write-up rate | 45% | ||
| Floor sale rate | 25-33% | ||
| Demo rate (showroom ups to test ride) | 40% of showroom ups | ||
| Same-day CRM logging | 100% same day | ||
| Unsold follow-up cadence | 8 touches / 30 days |
Where to focus
| 1 | Number furthest below its standard | |
| = | The module to re-practice this week |
Per Module 13: don't assume the gap is closing skill. Trace it upstream — a low demo rate points back to Module 2, a low write-up rate points back to Modules 3 and 4.
Bring this to your one-on-one as a diagnostic, not a confession — it's a map of exactly where to spend next week's practice.