Introduction:
If your marching orders show "zero leads needed" despite expecting leads, this could be due to an issue with your battle plan settings. Here's how to resolve it by checking and updating your measure of success and money levers.
Steps to Fix the "Zero Leads" Issue:
Check Your Battle Plan:
Go to your battle plan section.
Click Edit to view the details.
Edit Your Measure of Success:
The most common cause for this issue is an incorrectly set measure of success. Look for a field that may display something like "brand new shiny customers" instead of "leads."
Click on Edit Measure of Success and update it to reflect the correct metric, such as leads.
For example, change the value from "shiny customers" to a specific number like "4 leads."
Review and Confirm Changes:
After updating your measure of success, click on Review Results. The system will recalculate the numbers based on the updated data.
Reconfirm Your Money Levers:
Whenever you edit the battle plan, you'll need to review and reconfirm your money levers. Don't worry—they’re not deleted; they just need to be verified to ensure alignment with your updated plan.
Return to Marching Orders:
Now, head back to your Marching Orders section.
Set your mix, and it should now show the correct number of leads needed for the week.
Key Takeaways:
Ensure your measure of success is correctly defined as "leads" or another relevant metric.
Always review and reconfirm money levers after editing the battle plan.