Instead of a standard inputs-to-outputs funnel, structure dashboards to start with top-line results (attainment, forecast). Then, drill down into pipeline mix, pipeline generation, and finally, activities. This tells a clear story of what's driving the results.
Related Insights
Board reports often highlight positive top-line growth (e.g., "deals are up 25%") while ignoring underlying process flaws. This "fluff" reporting hides massive inefficiencies, like an abysmal lead-to-deal conversion rate, preventing the business from addressing the root causes of waste and suboptimal performance.
Attributing pipeline to a single source (Marketing, SDR, AE) oversimplifies a collaborative process. This reporting style identifies team underperformance but offers no insight into *why* it's happening or how to fix it, rendering it strategically useless for scaling or problem-solving.
When growth stalls, blaming a broad area like 'sales' is ineffective. A simple weekly scorecard forces founders to drill down into specific metrics like lead volume vs. conversion rate. This pinpoints the actual operational drag, turning a large, unsolvable problem into a focused, actionable one.
Top-performing companies are abandoning traditional metrics like MQLs. They now focus on understanding the entire prospecting process—from lead creation to BDR/SDR engagement—to generate stronger pipeline, higher win rates, and more revenue with less wasted effort.
Instead of focusing on a large quota, leaders should reverse engineer it. Calculate the number of deals needed based on win rate and average contract value, then break that down into weekly opportunity creation goals for reps.
Companies waste resources on "orphaned activities" that don't contribute to core goals. To fix this, ensure every metric on your scorecard corresponds directly to a step in your business process map (e.g., acquisition). If an activity isn't on the map, it shouldn't have a metric and should probably be cut.
Move beyond measuring only conversations and booked meetings. A key metric for sales leaders should be the number of contact status changes an SDR makes daily. This KPI quantifies progress in the "gray area," showing that conversations are leading to concrete next steps, even if they aren't immediate meetings.
If your week is a cycle of reviewing dashboards, defending budgets to the CFO, and explaining pipeline numbers, you are likely in the 'panic response' stage. This frantic activity is a direct symptom of a data model that can't connect actions to revenue outcomes, forcing leaders to operate on hope instead of conviction.
A traditional contact-based funnel (Lead > MQL > SQL) is inadequate for B2B. Shift to an account-based funnel that maps target accounts to stages like "Awareness" or "Engaged." The primary GTM goal then becomes progressing entire accounts from one stage to the next for a more accurate view of pipeline health.
SDR teams often ignore complex dashboards with too many metrics. Simplify reporting to four key numbers: dials (effort), connections (quality), meetings scheduled (conversion), and meetings ran (outcome). This clarity increases trust, accountability, and focus on the activities that drive results.
