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Daichi's avatar
Daichi
Contributor 4
26 days ago

Setting and Achieving Revenue/Sales Goals

At the beginning of each month, I take this time check in oh how I'm doing for my quarterly goal.  Since it's July, I look back at last quarter and see how I did so that I can set and crush my monthly/quarterly goals for July and Q3. 

I typically start by looking at my capacity, and what I already have booked out. I see how much revenue I should be able to generate if all my guys are at 95-100% capacity for the month/quarter/year.

From there, I figure out my recent conversion rate, average ticket, and number of jobs completed. That way, I can see how many leads I need to source and if I need to adjust price, sales approach, etc. 

How are you guys setting yourselves up to hit your goals?

 

 

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5 Replies

    • Daichi's avatar
      Daichi
      Contributor 4
      15 days ago

      I have the quote (sales) and invoices (revenue) goals. 

      What other goals are you tracking through Excel? 

  • BHS's avatar
    BHS
    Contributor 3
    22 days ago

    What software are you using to establish and track your goals?

    • Daichi's avatar
      Daichi
      Contributor 4
      22 days ago

      I use Crew Insight in the App marketplace. 

      It has a bunch of other metrics in there. Just a disclaimer, I did build this out for myself originally. I saw a need so published the app for others. 

  • FredHodgeJr's avatar
    FredHodgeJr
    Jobber Ambassador
    14 days ago

    We use HourlyIQ.com, it is connected to Jobber and we are able to see and track our gap from what our goal is and what is currently booked each week/month, see our capacity and more.