Leads generated
32
↑ 6.7% vs target
TARGET 30
Commercial performance
Sales KPI dashboard · Example report
From first signal
to closed won.
One view of the weekly measures Katie identified: leads generated, email engagement, first meetings and progression through qualification, proposal and win.
Email open rate
62.8%
↑ 2.8 pts
TARGET 60%Response rate
17.3%
↑ 2.3 pts
TARGET 15%First meetings
9
↑ 1 above plan
TARGET 8Qualified opportunities
5
↑ 1 above plan
TARGET 4Proposals
3
On target
TARGET 3Wins
2
On target
TARGET 2Weekly leads generated
New leads created each week · 8-week view
ActualTarget
Weekly funnel
Volume and stage-to-stage progression
Leads
32
First meetings
9
Qualified
5
Proposals
3
Wins
2
Lead → first meeting28.1%Proposal → win66.7%
Performance by source
Illustrative campaign and referral contribution
| Source | Leads | Email open | Email response | First meetings | Qualified | Proposal | Won |
|---|---|---|---|---|---|---|---|
| FMI ESD 2026 | 18 | 62% | 17% | 6 | 3 | 2 | 1 |
| Smart Data for Energy | 9 | 58% | 14% | 2 | 1 | 1 | 1 |
| Partner referrals | 5 | 74% | 24% | 1 | 1 | 0 | 0 |