{"id":25189,"date":"2020-11-25T10:41:43","date_gmt":"2020-11-25T10:41:43","guid":{"rendered":"https:\/\/www.process.st\/templates\/sales-metrics-report-template\/"},"modified":"2024-03-20T10:52:11","modified_gmt":"2024-03-20T10:52:11","slug":"sales-metrics-report-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sales-metrics-report-template\/","title":{"rendered":"Sales Metrics Report Template"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/2ad956cd-ac18-441a-84c6-cb7fb6ba77cc\/irMN3AcG9N7jfmakVj9Jaw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/2ad956cd-ac18-441a-84c6-cb7fb6ba77cc\/irMN3AcG9N7jfmakVj9Jaw.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p><strong>Use this checklist on a monthly basis to create your sales metrics report.&nbsp;<\/strong><\/p>\n  <p class=\"style-success\">Navigating the seas of sales metrics can often be confusing. With so many metrics to choose from, it is easy to feel overwhelmed. This Sales Metrics Report Template will help you keep track of and analyze the data.<\/p>\n  <hr>\n  <p>Before you get stuck in, here is <strong>a little bit about us:<\/strong><\/p>\n  <p><a href=\"http:\/\/process.st\/\" rel=\"nofollow noopener\" target=\"_self\">Process Street<\/a> is super-powered checklists. It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_self\"> recurring tasks<\/a>, procedures, and workflows.<\/p>\n  <p>Create a<a href=\"https:\/\/www.process.st\/checklist\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_self\"> checklist template<\/a> and<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_self\"> run individual checklists<\/a> for each member of your team. You can check tasks off as you work through them, set deadlines,<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_self\"> add approvals<\/a>,<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_self\"> assign tasks<\/a>, and<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_self\"> track each team member's progress<\/a>.<\/p>\n  <p>You can also<strong><a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_self\"> connect to thousands of Apps<\/a> through<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\"> Zapier<\/a> and automate your workflows<\/strong> even more.<\/p>\n  <hr>\n  <p><strong>Let's get started&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"enter-your-basic-information\">\n <h2>Enter your basic information<\/h2>\n <div class=\"text-content\">\n  <p>This is the start of your Sales Metrics Report Template.<\/p>\n  <p>Enter <strong>your basic information<\/strong> in the form fields below.&nbsp;<\/p>\n  <p class=\"style-info\">Use the \"Members\" field below to <strong>assign this report for approval<\/strong> on completion.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Your name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Your email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Business or brand name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Assign for approval <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sales-metrics-analysis\">\n <h2>Sales metrics analysis:<\/h2>\n<\/section>\n<section id=\"identify-your-goals\">\n <h2>Identify your goals<\/h2>\n <div class=\"text-content\">\n  <p>Think about <strong>what you want to achieve with your sales metrics: Which data will be of the most use?<\/strong><\/p>\n  <p>If you are unsure of where to start then take a look at your business plan ammd marketing strategy. Check in with your core values, mission, vision, and future plans. Draw on this information when constructing your goals\/ what you wish to achieve by monitoring sales metrics.&nbsp;&nbsp;<\/p>\n  <p class=\"style-info\">Ensure that your goals\/objectives are as specific as possible, this makes them easy to measure and attain via sales metrics.&nbsp;<\/p>\n  <p>Refine your ideas into three specific targeted goals.&nbsp;<\/p>\n  <p>Here are some<a href=\"https:\/\/blog.close.com\/setting-sales-goals\/\" rel=\"nofollow noopener\" target=\"_blank\"> examples of goals:<\/a><\/p>\n  <ul>\n   <li>Focus on building <strong>awareness of your brand or business.<\/strong><\/li>\n   <li>Increased <strong>engagement with your audience.<\/strong><\/li>\n   <li>Increase <strong>amount of prospects that finalize a purchase<\/strong> on first visit to your site<\/li>\n   <li>See the<strong> life line<\/strong> of your customers&nbsp;<\/li>\n  <\/ul>\n  <hr>\n  <p><strong>When you are ready, write down your goals in the form fields below.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Goal #1 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Goal #2 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Goal #3 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-your-sales-metrics\">\n <h2>Determine your sales metrics<\/h2>\n <div class=\"text-content\">\n  <p>Which sales metrics will you be using to <strong>achieve your goals?&nbsp;<\/strong><\/p>\n  <p class=\"style-info\">Use the form fields below to identify your chosen sales metric and the goal that it works towards.<\/p>\n  <hr>\n  <p><strong>Goals:<\/strong><\/p>\n  <p>{{form.Goal_#1}}<\/p>\n  <p>{{form.Goal_#2}}<\/p>\n  <p>{{form.Goal_#3}}<\/p>\n  <hr>\n  <p>Check out this blog post if you need some help determining which metrics your plan to use: <a href=\"https:\/\/www.process.st\/wp\/wp-admin\/post.php?post=43158&amp;action=edit\" rel=\"nofollow noopener\" target=\"_self\">11 Game-Changing Sales Metrics &amp; How\/When to Use Them<\/a><\/p>\n  <p class=\"style-warning\"><strong>Pro Tip:&nbsp;<\/strong>Remember you can edit this task to add\/take away a metric and go depending on your individual preferences.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How many sales metrics are you using? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     1\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     2\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     3\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     4\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     5\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     6\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     7\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     8\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     9\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     10\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     11\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #1 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Return on Investment (ROI)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #1: Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #2 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #2: Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #3 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Return on Investment (ROI)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #3: Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #4 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Return on Investment (ROI)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #4: Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #5 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Return on Investment (ROI)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #5: Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #6 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Return on Investment (ROI)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #6: Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #7 <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Return on Investment (ROI)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Metric #7: Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"data-tracking\">\n <h2>Data tracking:<\/h2>\n <div class=\"text-content\">\n  <p><strong>Track progress, <\/strong>see what content is working and bringing in traffic and what isn't.&nbsp;<\/p>\n  <p class=\"style-danger\">You will need to<strong> wait one month after setting up your sales metrics platforms before progressing to this next section.<\/strong> There is a due date set-up that will let you know when it is time to complete the report. However, feel free to have a look through each of the tasks to get an idea of what to monitor throughout the coming month.&nbsp;<\/p>\n  <p>Use this section to guide you in gathering and analyzing you sales metrics.<\/p>\n  <p>Analyzing the raw data of each metric helps you determine wh are working.<\/p>\n <\/div>\n<\/section>\n<section id=\"gather-organic-data-from-the-analytics-tools\">\n <h2>Gather organic data from the analytics tools<\/h2>\n <div class=\"text-content\">\n  <p><strong>Gather organic data.<\/strong><\/p>\n  <p>Download the excel sheet and use it as a template and or the subtasks to create your own document to record all data.<\/p>\n  <p><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Data collection: note key takeaways <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"record-your-standout-results\">\n <h2>Record your standout results<\/h2>\n <div class=\"text-content\">\n  <p><strong>Use this section to record any stand out results.<\/strong><strong><\/strong><\/p>\n  <p class=\"style-info\">Highlighting the standout results is great for comparing data between different months. It is also very useful when choosing future content, setting goals, and optimizing your social media strategy.&nbsp;<\/p>\n  <p>The information you record in this section will be used to analyze progress of your social media channels. Keep your goals, missions, and overall vision in mind when filling out the next tasks.&nbsp;<\/p>\n  <p>You will use the data inputted into this section to compare it to assess the overall progress of your social media.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which metrics show positive results? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Return on Investment (ROI)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which metrics identify areas of concern? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost Per Acquisition (CPA)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer Acquisition Cost (CAC)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cart Abandonment Rate (AR)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Ticket\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Month-Over-Month Growth (MoM)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Net Promoter Score (NPS)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lifetime Value (LTV)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Conversion Rate\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales Cycle\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Return on Investment (ROI)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Average Revenue Per Account (ARPA)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Summarize overall achievements <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> List standout comments <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Identify tactics that are working well <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"analyze-the-data\">\n <h2>Analyze the data:<\/h2>\n<\/section>\n<section id=\"compare-performance\">\n <h2>Compare performance<\/h2>\n <div class=\"text-content\">\n  <h4 style=\"text-align: center;\">Analyze the data&nbsp;<\/h4>\n  <p class=\"style-danger\">Compare the data you have gathered with your goals.<\/p>\n  <hr>\n  <h5><strong>Goals<\/strong><\/h5>\n  <p>{{form.Goal_#1}}<\/p>\n  <p>{{form.Goal_#2}}<\/p>\n  <p>{{form.Goal_#3}}<\/p>\n  <hr>\n  <h5><strong>Performance data<\/strong><\/h5>\n  <p>{{form.Which_metrics_show_positive_results?}}<\/p>\n  <p>{{form.Which_metrics_identify_areas_of_concern?}}<\/p>\n  <p>{{form.Summarize_overall_achievements}}<\/p>\n  <p>{{form.List_standout_comments}}<\/p>\n  <p>{{form.Identify_tactics_that_are_working_well}}<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How do the goals compare to the performance data? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-improvements\">\n <h2>Determine improvements<\/h2>\n <div class=\"text-content\">\n  <p><strong>Establish four ideas for improvement.<\/strong><\/p>\n  <p>Based on the data you have gathered from the sales metrics: How will you optimize the performance and growth of your business?<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Improvement #1 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Improvement #2 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Improvement #3 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Improvement #4 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"final-evaluation\">\n <h2>Final evaluation:<\/h2>\n<\/section>\n<section id=\"identify-action-items-to-improve-service-delivery\">\n <h2>Identify action items to improve service delivery<\/h2>\n <div class=\"text-content\">\n  <p>You have<strong> identified a number of opportunities to improve your business based on the sales metric's data.<\/strong><\/p>\n  <p>Transform these opportunities built of your key takeaways and ideas for improvement into <strong>clear action items.<\/strong><\/p>\n  <p class=\"style-success\"><strong>Note the action items below \ud83d\ude80<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Action items <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"report-generation\">\n <h2>Report generation:<\/h2>\n<\/section>\n<section id=\"view-your-sales-metrics-report\">\n <h2>View your sales metrics report<\/h2>\n <div class=\"text-content\">\n  <h4 style=\"text-align: center;\">Sales Metric's Report<\/h4>\n  <p><strong>Save your sales metrics report.<\/strong><\/p>\n  <p>This is the end of the Sales Metrics Template Checklist. The data you inputted for each step along with any notes made have been compiled into a final report which you can view below.<\/p>\n  <p>You are presented with the option to create an automation process that will export your report from this checklist as a google document or PDF. The following task contains instructions on how to create this automation using <a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier.<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5><strong>Basic Information<\/strong><\/h5>\n  <p>{{current_date.full}}<\/p>\n  <p>{{form.Business_or_brand_name}}<\/p>\n  <p>{{form.Your_name}}<\/p>\n  <p>{{form.Your_email}}<\/p>\n  <hr>\n  <h5><strong>Goals<\/strong><\/h5>\n  <p>{{form.Goal_#1}}<\/p>\n  <p>{{form.Goal_#2}}<\/p>\n  <p>{{form.Goal_#3}}<\/p>\n  <hr>\n  <h5><strong>Metrics&nbsp;<\/strong><\/h5>\n  <p>{{form.Metric_#1}}{{form.Metric_#1:_Goal}}<\/p>\n  <p>{{form.Metric_#2}}{{form.Metric_#2:_Goal}}<\/p>\n  <p>{{form.Metric_#3}}{{form.Metric_#3:_Goal}}<\/p>\n  <p>{{form.Metric_#4}}{{form.Metric_#4:_Goal}}<\/p>\n  <p>{{form.Metric_#5}}{{form.Metric_#5:_Goal}}<\/p>\n  <p>{{form.Metric_#6}}{{form.Metric_#6:_Goal}}<\/p>\n  <p>{{form.Metric_#7}}{{form.Metric_#7:_Goal}}<\/p>\n  <hr>\n  <h5><strong>Performance data<\/strong><\/h5>\n  <p>{{form.Which_metrics_show_positive_results?}}<\/p>\n  <p>{{form.Which_metrics_identify_areas_of_concern?}}<\/p>\n  <p>{{form.Summarize_overall_achievements}}<\/p>\n  <p>{{form.List_standout_comments}}<\/p>\n  <p>{{form.Identify_tactics_that_are_working_well}}<\/p>\n  <hr>\n  <h5><strong>Note key takeaways<\/strong><\/h5>\n  <p>{{form.Data_collection:_note_key_takeaways}}<\/p>\n  <p>{{form.How_do_the_goals_compare_to_the_performance_data?}}<\/p>\n  <hr>\n  <h5><strong>Improvements<\/strong>&nbsp;<\/h5>\n  <p>{{form.Improvement_#1}}<\/p>\n  <p>{{form.Improvement_#2}}<\/p>\n  <p>{{form.Improvement_#3}}<\/p>\n  <p>{{form.Improvement_#4}}<\/p>\n  <hr>\n  <h5><strong>Action items<\/strong><\/h5>\n  <p>{{form.Action_items}}<\/p>\n <\/div>\n<\/section>\n<section id=\"approval-approve-sales-metrics-report\">\n <h2>Approval: Approve sales metrics report<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">View your sales metrics report<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"export-the-report\">\n <h2>Export the report<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-danger\">If you\u2019ve connected with Zapier then complete this task to export the report.<\/p>\n  <p><strong>Export your report using Zapier.&nbsp;<\/strong><\/p>\n  <p>You can send your audit report from Process Street to Google Documents using the application <a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>.<\/p>\n  <p>For instructions on how to create this automation using<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\"> Zapier <\/a>visit our<a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>hub page.<\/strong><\/a><\/p>\n  <p>Once you have created the Zap, whenever <strong>you run this checklist an external report will be generated automatically with one click.<\/strong><\/p>\n  <p>Create a free account with Zapier <a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link the final Google Document <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"confirm-date-of-next-report\">\n <h2>Confirm date of next report<\/h2>\n <div class=\"text-content\">\n  <p>Finally, <strong>confirm when you wish to run the next sales metrics report.<\/strong><\/p>\n  <p class=\"style-info\">We recommend conducting a report <strong>once a month <\/strong>and have a due date for one month from now built into this checklist. This means that you will be reminded in a month's time to run the Sales Metrics Report Template.<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of next report: <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <h5 style=\"text-align: center;\">Sources<\/h5>\n  <hr>\n  <ul>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/sales-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street - How to Radically Improve Your Sales With a Sales Process Template<\/a><\/p><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/sales-engagement\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/sales-process-template\/\" target=\"_self\" rel=\"nofollow noopener\">Process Street -<\/a><a href=\"https:\/\/www.process.st\/sales-engagement\/\" rel=\"nofollow noopener\" target=\"_blank\"> How to Use Sales Engagement to Improve Outreach &amp; Sell More<\/a><\/p><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/sales-processes\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/sales-process-template\/\" target=\"_self\" rel=\"nofollow noopener\">Process Street -<\/a><a href=\"https:\/\/www.process.st\/sales-processes\/\" rel=\"nofollow noopener\" target=\"_blank\"> Sales Processes: 20 Checklists to Increase Sales in Your Business and Perfect Your Sales Process<\/a><\/p><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <h5 style=\"text-align: center;\">Related Checklists<\/h5>\n  <hr>\n  <ul>\n   <li><a 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href=\"https:\/\/www.process.st\/checklist\/amazon-trends-analysis-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Amazon Trends Analysis Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/monthly-cash-flow-plan-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Monthly Cash Flow Plan Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/social-media-report-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Social Media Report Template Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ecommerce-seo-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Ecommerce SEO Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/website-funnel-analysis-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Neil Patel\u2019s: Website Funnel Analysis Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ppc-report-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">PPC Report Template Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/quarterly-strategic-marketing-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Quarterly Strategic Marketing Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sales-training-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Training Process Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/weekly-sales-prospecting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Weekly Sales Prospecting Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cold-calling-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Cold Calling Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/bant-sales-qualification-call-process\/\" rel=\"nofollow noopener\" target=\"_blank\">BANT Sales Qualification Call Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sales-presentation-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Presentation Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sales-pitch-planning-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Pitch Planning Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/closing-the-sale-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Closing the Sale Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/order-processing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Processing Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/monthly-sales-report\/\" rel=\"nofollow noopener\" target=\"_blank\">Monthly Sales Report<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/product-launch-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Product Launch Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ecommerce-product-listing\/\" rel=\"nofollow noopener\" target=\"_blank\">Ecommerce Product Listing<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/inventory-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Inventory Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/order-fulfillment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Fulfillment<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/order-processing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Processing Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/budget-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/budget-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash management process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Plan Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-flow-report\" rel=\"nofollow noopener\" target=\"_blank\">Cash Flow Report<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/expense-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Expense Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-management-process-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash Management Process<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Use this checklist on a monthly basis to create your sales metrics report.&nbsp; Navigating the seas of sales metrics can often be confusing. With so many metrics to choose from, it is easy to feel overwhelmed. This Sales Metrics Report Template will help you keep track of and analyze the data. Before you get [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":25190,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcdd","cover_icon_url":"","tasks_count":"20","template_description":"Run this checklist to collect data and create a sales metrics report.","template_id":"kTUxE83d4gShLcTNe1REUw","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Enter your basic information","task_slug_1":"enter-your-basic-information","task_2":"Sales metrics analysis:","task_slug_2":"sales-metrics-analysis","task_3":"Identify your goals","task_slug_3":"identify-your-goals","task_4":"Determine your sales metrics","task_slug_4":"determine-your-sales-metrics","task_5":"Data tracking:","task_slug_5":"data-tracking","task_6":"Gather organic data from the analytics tools","task_slug_6":"gather-organic-data-from-the-analytics-tools","task_7":"Record your standout results","task_slug_7":"record-your-standout-results","task_8":"Analyze the data:","task_slug_8":"analyze-the-data","task_9":"Compare performance","task_slug_9":"compare-performance","task_10":"Determine improvements","task_slug_10":"determine-improvements","task_11":"Final evaluation:","task_slug_11":"final-evaluation","task_12":"Identify action items to improve service delivery","task_slug_12":"identify-action-items-to-improve-service-delivery","task_13":"Report generation:","task_slug_13":"report-generation","task_14":"View your sales metrics report","task_slug_14":"view-your-sales-metrics-report","task_15":"Approval: Approve sales metrics report","task_slug_15":"approval-approve-sales-metrics-report","task_16":"Export the report","task_slug_16":"export-the-report","task_17":"Confirm date of next 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