Lead Tracking System


Lead Tracker Spreadsheet

  • Overview of the Opportunity/Lead Tracking Spreadsheet
  • Definitions of opportunity metrics
    • Leading Performance Indicator (LPI): Set/Scheduled Opportunities not yet facilitated
    • Key Performance Indicator (KPI): Deliverables completed for customers [Faciliated conference calls and Direct Follow-Ups (DFUs)]
  • How to enter your opportunity numbers
  • Reading your target and progress
  • When are targets adjusted for days off work?