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We suspect our sales team is gaming our pipeline metric by moving dead deals into later stages just to show high pipeline activity on our weekly scorecard. How do we construct objective, manipulation-proof operational definitions for our leading sales indicators?

Salespeople are naturally wired to show progress, which makes pipeline data highly susceptible to manipulation. If your scorecard metrics rely on subjective opinions, like a salesperson feeling good about a deal, your data is useless. You must define your metrics with absolute, binary criteria.

To stop the gaming, establish clear, written definitions for what constitutes a valid pipeline stage. A deal should only move to the proposal stage when a written scope document has been sent and receipt has been confirmed by the prospect. It cannot be based on a verbal promise or a positive conversation.

Apply this same binary logic to all your leading indicators. For example, instead of tracking active opportunities, track the number of signed letters of intent or the number of completed discovery calls where the prospect met your exact target client profile.

Furthermore, you can cross-reference your sales metrics with independent operational data. If your sales seat reports ten new qualified leads but your marketing automation platform shows only three new forms submitted, you have a discrepancy that must be addressed. Bring this to your Level 10 Meeting, drop it to the Issues List, and resolve it using the IDS process. Making your definitions objective and measurable eliminates the gray area and keeps your team honest.

Category: Scorecards & Data

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