Financial Highlights

20M 4M 10M 7M

Net Sales Operating Expenses Operating Income Net Income

Our net sales is the Expenditures that we
Profit realized from Our residual amount
sum of our gross sales incur to engage in
our operations, after of earnings after all
minus its returns, activities not directly
having deducted expenses have been
allowances, as well as associated with the
operating expenses deducted from sales.
discounts. production of goods
Sales Team Structure
Team Member

Team Member

Team Member

Team Member

Team Member

Team Member

Team Member

Team Lead

Team Member

Team Member

Team Member

Team Member

Team Member

Functionality or specialization Team Member

Team Member
Functionality or specialization
 Sales Key Performance Metrics

8. Sales per Rep 1. Monthly Sales Growth

7. Average Cost per Lead 2. Average Profit Margin

KPIs

6. Customer Lifetime Value 3. Sales Target

5. Monthly calls/emails per

4. Sales Opportunities
rep
 Sales Rep Performance

Rep Name: Daniella Huntington Territory: Domestic - Western Location: Los Angeles, CA

Metric Quota Actual % to Goal Difference Pace

New leads 3,000 3,100 103 + 100

Phone calls 2,500 2,800 112 + 300

Closing 800 825 103 + 25

Referrals 250 190 76 - 60

Revenue $80,000 $88,000 110 + $8,000

Sales cycle 35 days 37 days 95 + 2 days

 Sales Rep Performance

Sales Leaderboard Win Rate Percentage Average Sales Cycle in Days Team Quota Attainment
Rep A

Rep A

Rep A
Rep B

Rep B

Rep B
$ 12M (80%)
Rep C

Rep C

Rep C
Closed Business by Type
Rep D

Rep D

Rep D
Rep E

Rep E

Rep E
0 15 30 45 60 75 90 0 20 40 60 80 100 0 10 20 30 40 50 60% 40%
New Add-on
 Sales KPI Dashboard

Lead-to-Opportunity Ratio Opportunity-to-Win Ratio Lead Conversion Ratio Leads

60K
35 % 22 % 18 : 1
Opportunitie
s
15K
Unqualified leads that Opportunities that turned Unqualified leads turned
turned into into paying customers into paying customers
opportunities
Negotiation
10K
Leads Converted by Month (Actual vs.
Target)
5

4 Proposal
3K
3

0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Wins
1K
 Cold leads 8,000,000
At this stage, our marketing team
focuses on creating a credible brand
image and attracting attention of
prospects.

Warm leads 2,000,000

Our marketing team works in conjunction
with our sales reps to craft strategies to
effectively get the contact information of
those who have shown any remote interest
and continue to nurture and be in touch with
those leads with both battle tested and
experimental strategies.
Our Sales Pipeline

Hot leads 200,000

Aggressive selling to hot leads by sales reps.

Customers 25,000
Closing sales and preparing for post sales

Referrals 4,000
Customer success agents to service
customers
 Target Customer Profile

Location Habits
As we expand into new markets in Our customers have the tendency
Europe, we will also target to buy out of convenience and only
customers who live in the purchase as they feel the necessity
European metropolis

Income Interests
Because we’ve been able to reduce Persona Our customers are not restricted to
our production cost, the income level any particular hobbies but are
required to purchase is now lowered usually well aware of global trends
and news

Challenges Turnover
Customers who’d want to buy our Since our business is transactional, it’s
products are often too busy to find typically difficult to generate recurring
quality yet affordable substitutes business after customers’ first purchase
 2020 Monthly Sales Goals

+ 15% from 2019 + 20% from 2019 + 10% from 2019

+ 10% from 2019 + 8% from 2019

January February March April May June July August September October November December

$8M $7M $6M $5M $4M $5M $6M $9M $10M $9M $5M $4M
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