A couple years ago, I transitioned to an AE role focused on net new business. I was finding pipeline but struggling to hit quota. The dashboards in our CRM only showed dials, meetings, closed won and closed lost. I had no idea why my deals were stalling out.
I thought "just build more pipeline and that should lead to more closed won deals". So, I doubled my pipeline but was no closer to hitting quota. One day, my leader asked me where I was struggling in the sales cycle. I had no clue, I thought I was doing all the right things. He told me I needed to figure that out and start closing more deals or I would be on a PiP.
With my CRM data failing me, I decided to create my own dashboard with data that was actionable and helpful. I started tracking every meeting at every stage and conversion rates were between stages. So, Call-to-Close was created and it helped me go from 36% to quota to 120%+ in two quarters all because I could see where I was struggling and what I needed to work on.
Now I want to help you exceed quota!