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Sales Performance KPI and Metrics Calculator

Use this excel workbook of pre-made calculator templates to help your sales team members easily track key sales metrics, such as customer acquisition cost, win/loss ratio, ROI, and a whole lot more.

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Why is measuring sales metrics so important for today's sales teams?

TTEC Growth Services mission is to help you increase sales and revenue. Measuring sales metrics is important because it helps evaluate performance and identify gaps that inform decisions and future strategy. As a salesperson or leader, you must be able to interpret and use data to create actionable plans that directly impacts the bottom line.

Monitoring the right metrics drives scalable growth by enabling deep dives that uncover underlying trends, themes, and performance challenges. These insights drive focused and faster growth. These templates make it easy for you to calculate important KPIs and track metrics over time. The download is free! Happy selling and tracking.


Our simple, plug-and-play calculator will help your team gain insight into the sales metrics that matter

  • Win Rate
  • Conversion Rate
  • Average Deal Size
  • Customer Acquisition Cost (CAC)
  • Return on Investment (ROI)
  • Customer Retention Rate
  • Customer Churn Rate

Frequently asked questions

Do you have additional free downloads?

Yes, absolutely! We enjoy sharing free knowledge and helpful pro tips with you. Keep us in mind when you are ready to take your sales to the next level. You can use our RFP template for a great starter list of questions to ask when reviewing outsourcing partners. And our Sales Funnel Pipeline Calculator helps you identify how to increase velocity through your sales pipeline funnel.

Why do I need to complete a form fill?

Your personal information is safe with us. In exchange for this information, you will receive personalized browsing on ttec.com , you will receive more helpful information and other marketing content that may be of value to you.

What sales services does ttec provide?

With our demand and acquisition solutions, we get you new customers. With our growth and expansion solutions, we increase wallet share with your customers through cross-sell up sell, service to sales and account management. Our retention and loyalty solutions help keep you customers happy so they don’t leave or stop spending with you. And throughout the buyers journey, our advanced analytics help you with customer journey and understanding customer expectations and needs in order to growth sales and revenue.

How do I get started outsourcing?

Jump on a call with us, we can talk about your KPI insights and actionable plans, or use our chatbot to explore our sales growth services in more detail.


Our award-winning approach to sales and marketing delivers business results

We are a leading global customer experience technology and services company focused on the design, implementation and delivery of transformative customer experience for many of the world’s most iconic and disruptive brands. The Company delivers outcome-based customer engagement solutions through TTEC Digital, its digital consultancy that designs and builds human centric, tech-enabled, insight-driven customer experience solutions for clients and TTEC Engage, its delivery center of excellence, that operates customer acquisition, care, fraud prevention and detection, and content moderation services. Founded in 1982, the Company's 48,000 employees operate on six continents across the globe and live by a set of customer-focused values that guide relationships with clients, their customers, and each other.


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Ready-to-use Sales Performance KPI and Metrics Calculator