We want our weekly Scorecard to predict future revenue instead of just telling us what we sold, but we struggle to reverse-engineer our revenue goal into pure leading activity metrics. How do we map our top-line revenue targets back into weekly leading indicators?
Predicting revenue requires working backward from closed contracts through your pipeline conversion math. Start with your annual revenue target from your V/TO and divide it into the net new revenue needed each quarter and each week. From there, apply your historical conversion rates to determine the exact volume of activity required at every upstream stage.
If closing an average deal requires two delivered proposals, and generating a proposal requires four qualified discovery meetings, your leading indicators are discovery meetings held and proposals delivered, not deals closed. Deals closed is a lagging metric; once it hits your Scorecard, the sales cycle has already ended.
On a healthy EOS Scorecard, your weekly sales measurables should track:
- First-time discovery meetings held with ICP-qualified prospects.
- Proposals submitted with executive decision-makers present.
- Pipeline additions in dollar value based on qualified criteria.
Assign each measurable to the single seat on your Accountability Chart that controls the activity, usually your Sales Leader or Business Development seat. When discovery meetings drop below target for two consecutive weeks, you know top-line revenue will soften eight to twelve weeks down the road. That gives your leadership team the time required to drop the issue into your Level 10 Meeting and solve it before your cash flow suffers.
Category: Scorecards & Data