• Key takeaways
• Performance metrics
• Calls
• Meetings
• Deals
• Revenue
• Competitor activity
• Areas of opportunity
• Employee performance
• Name 1
• Name 2
• Forecast
• Action items

Key takeaways

• Call-to-meeting ratio
• Lead-to-opportunity ratio
• Opportunity-to-win ratio
• Lead conversion ratio

Performance metrics

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Calls

• Total calls made:
• Avg calls made per week:
• Avg call length:
• How we can improve:

Meetings

• Total meetings scheduled:
• Meetings that led to demos:

Deals

• Number of deals closed:
• Notes on won deals:
• How they came in
• What was the deciding factor

Revenue

• Forecasted revenue:
• Actual revenue:
• Analysis:

Competitor activity

• What was heard from customers:
• New features from competitors:
• How strategy should change:

Areas of opportunity

• Area 1
• Area 2
• Area 3

Employee performance

Name 1

• Start doing:
• Keep doing:
• Stop doing:

Name 2

• Start doing:
• Keep doing:
• Stop doing:

Forecast

• Leads to generate:
• Cold calls to make:
• Meetings:
• Demos:
• Deals won:

Action items