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?