Page 11 - BD Playbook

V. Team Processes

a) KPI’s & Reporting

BD Team KPI’s ​(link)

Purpose

Sales Dashboard tracks BD overall performance. Key metrics include outreach, pitched &
signed. BD Project Tracker captures individual BD and team project description and progress
- moving to Asana in 2018.

Weekly

- BD weekly - A weekly catch up meeting to discuss team projects, sales updates

Monthly

- Commercial Team Meeting - A monthly sit down meeting to discuss team projects,
sales updates
- Monthly Overview - A monthly email sent to entire team with a round up of shops
signed, number of pitches, leads imported, funnel, campaigns and roadshows, lead
conversion by month analysis
- Cohort Report - how new boutiques have performed
- Boutique NPS