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Sales Operations Prioritization Tool Sales Operations Prioritization Tool Strategic Fit Economic Impact Feasibility Alignment w/ Market Core Revenue Profitability & Growth Technical Resources - Resources -Projects & Intiatives Company Positioning Capabilities Potential Margin Potential Risk Financial People GoalsWeighting 15% 15% 10% 10% 15% 15% 10% 5% 5%Sales Recruiting Campaign 9 9 5 8 5 2 6 8 8Sales Skills Assessments 7 5 8 7 9 7 7 10 7Sales Performance Reviews 8 6 6 6 7 7 6 5 7Productivity Metrics Program 9 8 6 5 6 4 2 3 4Quality Assurance Coaching 3 4 3 6 5 4 9 7 3Sales Training Workshops 3 4 5 3 2 5 2 3 1Key Account Plans 1 2 4 10 6 6 9 9 8Sales Analysis Exercise 6 6 4 4 6 2 4 5 3Sales Forecasting System 4 5 2 7 4 6 9 4 1Sales Process Definition 7 8 8 2 3 5 3 7 6
Sales Operations Prioritization Tool Customize this tool by changing the weighting scale for each selection criterion. Feel free to modify the selection criteria as required. Weighting Scale Strategic Fit Economic Impact FeasibilityAlignment w/ Total Market Core Revenue Profitability & Growth Resources - Resources - Company Technical Risk Positioning Capabilities Potential Margin Potential Financial People Goals 15% 15% 10% 10% 15% 15% 10% 5% 5% 100% Ranking Criteria & Definitions: Alignment with Company Goals - how aligned is this project to corporate goals & objectives? Market Positioning - how well does this initiative position us ahead of our competition? Core Capabilities - does this initiative leverage our internal core capabilites (technology, operations, sales & distribution? Revenue Potential - what is the anticipated revenue for this product? Profitability & Margin - how solid are the anticipated margins for this product? Growth Potential - what is the anticipated market growth rate? Technical Risk - what is the probability of overcoming the technical challenges of the project? Resources - Financial - do we have the financial resources to execute this initiative? Resources - People - do we have the skills & bandwidth to execute this initiative? Sales Operations Prioritization Tool Customize this tool by changing the weighting scale for each selection criterion. Feel free to modify the selection criteria as required. Weighting Scale Strategic Fit Economic Impact FeasibilityAlignment w/ Total Market Core Revenue Profitability & Growth Resources - Resources - Company Technical Risk Positioning Capabilities Potential Margin Potential Financial People Goals 15% 15% 10% 10% 15% 15% 10% 5% 5% 100% Ranking Criteria & Definitions: Alignment with Company Goals - how aligned is this project to corporate goals & objectives? Market Positioning - how well does this initiative position us ahead of our competition? Core Capabilities - does this initiative leverage our internal core capabilites (technology, operations, sales & distribution? Revenue Potential - what is the anticipated revenue for this product? Profitability & Margin - how solid are the anticipated margins for this product? Growth Potential - what is the anticipated market growth rate? Technical Risk - what is the probability of overcoming the technical challenges of the project? Resources - Financial - do we have the financial resources to execute this initiative? Resources - People - do we have the skills & bandwidth to execute this initiative?
Sales Operations Prioritization ToolNote: Sort by selecting all cells then click "Data"in the navigation menu and "Sort". You can sort by Project Score (Largest to Smallest). Project Project Score Strategic Fit Economic Impact Feasibility Sales Skills Assessments 7.3 2.6 3.1 1.6 Sales Performance Reviews 6.6 2.7 2.7 1.2 Sales Recruiting Campaign 6.5 3.2 1.9 1.4 Productivity Metrics Program 5.7 3.2 2.0 0.6 Key Account Plans 5.4 0.9 2.8 1.8 Sales Process Definition 5.4 3.1 1.4 1.0 Sales Forecasting System 4.9 1.6 2.2 1.2 Quality Assurance Coaching 4.7 1.4 2.0 1.4 Sales Analysis Exercise 4.6 2.2 1.6 0.8 Sales Training Workshops 3.3 1.6 1.4 0.4 Sales Operations Prioritization ToolNote: Sort by selecting all cells then click "Data"in the navigation menu and "Sort". You can sort by Project Score (Largest to Smallest). Project Project Score Strategic Fit Economic Impact Feasibility Sales Skills Assessments 7.3 2.6 3.1 1.6 Sales Performance Reviews 6.6 2.7 2.7 1.2 Sales Recruiting Campaign 6.5 3.2 1.9 1.4 Productivity Metrics Program 5.7 3.2 2.0 0.6 Key Account Plans 5.4 0.9 2.8 1.8 Sales Process Definition 5.4 3.1 1.4 1.0 Sales Forecasting System 4.9 1.6 2.2 1.2 Quality Assurance Coaching 4.7 1.4 2.0 1.4 Sales Analysis Exercise 4.6 2.2 1.6 0.8 Sales Training Workshops 3.3 1.6 1.4 0.4
Future Potentials Top PrioritiesHigh Key Account Plans Sales Skills Assessments Quality Assurance Coaching Sales Recruiting CampaignFeasibility Sales Performance Reviews Sales Forecasting System Bubble Size = Economic Impact Sales Process Definition Sales Analysis Exercise Productivity Metrics Program Sales Training WorkshopsLow Potential Cuts Back Burners Low High Strategic Fit Future Potentials Top PrioritiesHigh Key Account Plans Sales Skills Assessments Quality Assurance Coaching Sales Recruiting CampaignFeasibility Sales Performance Reviews Sales Forecasting System Bubble Size = Economic Impact Sales Process Definition Sales Analysis Exercise Productivity Metrics Program Sales Training WorkshopsLow Potential Cuts Back Burners Low High Strategic Fit
