Sales Intelligence Strategy Scorecard

Resource Overview

A template to document your sales intelligence objectives, initiatives, measures, and targets for the next 12-18 months.

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Your Problem

You need to briefly outline your sales intelligence strategy. It is important that you follow a structured system and that you consider the activities you need to perform, the clear indicators that show how these activities can be measured, and that you provide target timeframes for these activities.

Our Solution

We created a simple one-page strategy scorecard to document your sales intelligence objectives, initiatives, measures, and targets for the next 12-18 months. The Sales intelligence Strategy Scorecard is an excellent tool for identifying the objectives, programs, initiatives and actions, key performance indicators & metrics, and target timeframes for achieving your goals.

This tool works be enabling you to first identify your sales intelligence objectives. These can include improving brand consistency across assets and communications or increasing average deal size. It is required that you identify programs such as auditing existing assets and key performance indicators. This tool is meant to help you communicate your sales intelligence objectives with other key stakeholders in the organization.

Key Benefits

  • easy to use Excel format
  • provides example objectives
  • facilitates communication with executives
  • clearly outlines sales intelligence strategy

 

Microsoft Excel Spreadsheet

Estimated Time Required: 2 Hours

Skills Required: Excel (Basic)