Looking to nail your sales plan for next year? Do you know how to create an extremely accurate sales plan?

In our latest interview with Dougie Loan from SourceWhale, he shares an easy yet powerful approach to building accurate sales plans that can transform your results.

📌 Top Takeaways
· Focus on the Right Metrics: Track Qualified Held Meetings, Close Rate, and Average Deal Value to accurately predict and plan your revenue growth. Don’t just rely on headcount growth!
· Identify Key Levers: To hit your targets, ask, "Which lever can we improve—meeting volume, close rate, or deal value?" and allocate resources to maximize impact.
· Track and Adapt Regularly: Revisit your sales metrics weekly and quarterly to ensure your assumptions hold true, adjusting your strategy as needed.

📈 Apply These Insights
At the end of the episode, you'll find a short tutorial on how to leverage Databox to streamline sales planning and performance tracking. More specifically, we'll show you how to:
· Build custom metrics like Qualified Held Mettings, Average Deal Volume, and Close Rate to create your sales formula
· View these metrics on a leaderboard and then stream them to your office TV to track how each rep is trending
· Send weekly updates on these metrics to Slack or email

🎧 Metrics & Chill Live talk
· Join the next live episode of Metrics & Chill: [ Ссылка ]
· Find the Metrics & Chill podcast on Spotify or Apple podcasts
· Browse past episodes: [ Ссылка ]

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📣 About Databox
Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in 1 place, so you always know how you're performing. Then we help you use that data to make better decisions and improve your performance. Build custom drag-and-drop dashboards, automate your reporting, track your goals, benchmark your team's performance, and forecast future performance. Try it free today!

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