New Business KPI Calculator

New Business KPI Calculator

Input your monthly run rate and current status to analyze your sales goals

New Business Goals

Target Period

Set your planning period start and end dates for accurate projections.

Monthly Run Rate (Cohort-Based)

Cohort Tracking: Enter performance data for calls booked within a given month, tracking them through to close regardless of which month the deal actually closes.

Current YTD & Pipeline Data

These are your actual current numbers (not monthly).

Monthly Conversion Rates

0%
Show Rate
0%
Qualification Rate
0%
Win Rate
0%
Overall Conversion

Pacing Analysis (YTD + Run Rate + Pipeline vs Target)

Start Date
-
End Date
-
Months Remaining
-
Days Remaining
-
$0
Annual New Business Target
$0
YTD New Business
$0
Projected (Balance)
$0
Pipeline Expected
$0
Total Projected New Business
$0
Status
0
Additional Deals Needed
0
Additional Monthly Calls Needed
(Booked)

Interactive Sales Funnel

0 Calls Booked 100% 0% 0 Calls Showed 0% 0% 0 Calls Qualified 0% 0% 0 Deals Won 0% Overall: 0%
Poor (<20%)
Average (20-40%)
Good (40%+)

Goal Progress

TARGET 100% 75% 50% 25% 0% 0%
YTD Achieved
Run Rate Projected
Pipeline Expected