KPI Role Mapping

Every sales role has activities that should be performed to retain & win more business

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Assign your sales team roles (as many as you need) each role gets assigned relevant activity-based KPIs to meet within a specific time frame.

By setting up activity-based KPIs the sales team is measured by the data they put into Exsalerate and can be rewarded for performance

Role Mapping Example:

Activity to KPI role mapping for Business Development Manager:

KPI Role Set Up:

Roles have nothing to do with user permissions or access levels - they are simply for you to set activity-based targets for each team member

Add as many roles as you require

KPI Set Up

Specify the Key Performance Indicators to suit the sales roles within your business

Add as many KPI's as you require

Now you've defined the key performance indicators for your team it's time to map these to each role within your business

KPI's to Roles Set Up

Now map the KPIs to the roles within your team

It's time to set up the types of activities your team will undertake to meet their KPI's click here for how to do this



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