spaceman profile picture
spaceman profile picture

spaceman

Sales

Contributor
Fire Starter
Good Citizen

Documenting your performance/numbers/portfolio?

Curious what you are all using to track your numbers/commissions/KPIs/performance. Seems like most of us just use a spreadsheet (that's what I have now, Google Sheet) but I'm curious how much you're doing with it, how much you're tracking, etc.


  • Commissions/comp calculations?
  • Closed deals/pipeline? (considering using Bravado's portfolio tool for this, seems cool)
  • KPIs, conversion rates, etc?


I generally trust my company, and have decent visibility in our CRM, but seems like it's just a good practice to keep my own numbers too.


If you're tracking your own numbers. what are you tracking and how?

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19 comments

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Pachacuti
Politicker
4
They call me Daddy, Sales Daddy
My question - to what end? Personal satisfaction? To show a prospective new employer? Internal promotion? What’s your goal here?

It’s been my experience that very little formal documentation is needed for external purposes. Rarely have I been asked to prove my quota attainment when applying to a job.

It would be useful for internal promotion just to make things easy for mngrs to see what you’ve done.
oldcloser
Arsonist
2
💀
Yep, you cut me off again with this one. If you’re driven by constantly comparing your performance against yourself, keep a spreadsheet. Otherwise, as far as anyone knows, you’re 132% of quota. You’ll never be asked to prove it.
Pachacuti
Politicker
3
They call me Daddy, Sales Daddy
Exactly my point. If I got p-club every year for 10 years, 10 years ago, who’d know?!
Space_Ghost20
Valued Contributor
3
Account Executive
I did have a recruiter once ask me if I had documentation about my quota achievement. When I replied I didn't have any official notarized certification (I didn't use those exact words) she got very agitated with me and advised me that I should always keep records of my achievements for verification. She now has an "open to work" banner on her LinkedIn profile, so I don't know how much weight I should put into her advice.
oldcloser
Arsonist
2
💀
I hate most of this story. I love some of it too
Pachacuti
Politicker
1
They call me Daddy, Sales Daddy
@Space_Ghost20 funny.... I list my accomplishments in my resume and usually that's good enough.
Space_Ghost20
Valued Contributor
1
Account Executive
Same. Though I'm sure we would all be shocked at the thought, I got the impression that she never even read my resume prior to our conversation.
spaceman
Contributor
2
Sales
Maybe a little bit of personal satisfaction, yea. I have some things I'd like to track a little closer (i.e. trends in certain conversion ratios over time, inbound leads and conversion over time) but feels like a bigger undertaking on my own. Maybe something I could see if revops could build for me and just have it in the CRM?

I like having it for external purposes but I agree not super necessary.

Internal for promotion is interesting.
Justatitle
Big Shot
2
Account Executive
Closed won deals and it’s pretty easy to export it all from SFDC or use the win wire here.
jefe
Arsonist
2
🍁
Google Sheets or even Docs.

As @Pachacuti is saying, you won't need to back up much externally. I find it really useful to track big wins and their value for storytelling purposes in future job interviews. Attainment is also super useful.

But pipeline? Nah
Rosie
Catalyst
1
Sales Director
I’ve mainly used a google sheet in the past.
maninthearena
1
Account Executive
Spreadsheet. But our deals are straight forward annual SaaS sales so not difficult to know exactly where you are at.
medhardwaredr
Opinionated
1
Director of Sales NA
Guess I just trust the company. Everything’s in salesforce and we get a sales sheet each month
spaceman
Contributor
1
Sales
What do the sales sheets look like? Just like a one pager PDF?
medhardwaredr
Opinionated
0
Director of Sales NA
For us it’s an excel sheet. Both via email and an internal software portal
FinanceEngineer
Politicker
0
Sr Director, sales and partnerships
We have 3 different systems - one for leads, one for project management, and one for contracts. We also built 8 different BI dashboards. I know everything that is happening, where the process is, and when things are getting delivered to the client. I’m shocked that I only allocate 20% of my time to this, but that is what is expected from me.
Sunbunny31
Politicker
0
Sr Sales Executive 🐰
Spreadsheet. Sometimes notes if anything notable happened.

Diablo
Politicker
0
Sr. AE
I have spreadsheet to keep track of my numbers and exporting via SFDC is quite easy as well.
Beans
Big Shot
0
Enterprise Account Executive
Actually I leverage Bravado now, previously I'd track in a spreadsheet so if I ever moved I can reference key accounts to prospective employers.
Portfolio is a lifesaver.

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