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How can I possibly reach my sales numbers if I really don't know my ratios?
I need to create an Excel spreadsheet that can be used to automatically calculate my sales ratios for 2011 and every single year thereafter! Research studies have shown that if you consistently track and set daily, weekly, monthly and yearly sales goals you will mega-boost your sales success to the power of 10!
Do you know how to set up formulas and a spreadsheet in MS Excel?
This tracking spreadsheet should be so easy to use and takes just minutes a day to fill out. At the end of each sales day, all I need to do is enter my daily statistics such as the number of marketing calls (with total of attempts and completion), recruiting presentation calls, sourcing calls, first presentation on search assignment to a candidate for an interview calls, first presentation on search assignment to client for an interview calls, interview to follow-up calls, reference calls, follow-up calls on a search assignment for closing calls, and total number of telephone interviews and face-to-face interviews set.
I need to create a sales call activity spreadsheet in Excel. I need someone to figure out how to create the formulas that will tabulate running call totals daily, weekly, monthly and yearly.
I envision 4 tabs at the bottom of the Excel spreadsheet. Tabs identified as follows...daily, weekly, monthly and yearly (4 tabs).
When I (type) fill-in my daily calls activity, the numbers automatically tabulate running totals for the day, week, the month and the year.
I'll create a folder I'll title "Personnel Consultant's Self Performance Audit"
Within that folder I'll create12 additional folders - one for each month - JUN 11, JUL 11, AUG 11 and so on until the end of the year. Each monthly folder will contain that months activity.
Once I have successfully complied 6 to 12 months totals I'll then understand my ratios and the necessary daily activity to reach my weekly, monthly and yearly goals based those numbers.
This tracking sheet will instantly find the answers to these questions below:
How many marketing calls do I need to call to make a contact?
How many contacts do I need to reach to get a search assignment?
How many search assignments do I need to make a placement?
How many candidate calls do I need to make to set up an interview?
How many interviews do I need to make a placement?
What is my average placement fee?
Number of placements needed to reach my yearly income goal?