Hello Sales Leadership, Regional Directors and Division Presidents,
We are approaching January and that means it is time to set Sales Goals for
Q1. As we did for Q4, Sales Leadership has put together workbooks as a
central space for productive goal setting working sessions based on our
HCL's Q4 goals and results.
The workbooks have been divided up by Division with each region
representing its own tab at the bottom of the spreadsheets.
*The Q1 Goals to review and finalize by EOD Monday 12/18 are highlighted
in yellow in the sheets.*
*Workbook Links:*
*M. Reyes Division Q1-24 Goal Workbook*
<https://docs.google.com/spreadsheets/d/1cSxzeX8VX5QpBoe4-_Ryl18K9AwKCw6lbf8NaqGVnXY/edit#gid=102939340>
*Chad Division Q1-24 Goal Workbook*
<https://docs.google.com/spreadsheets/d/1oT8LWH8IOA9kg_KNaBST1lfpMAfkiGohO026CMPeE54/edit#gid=1503432362>
*Q1 Goals Timeline:*
-
Next Week (week of 12/11 - 12/15): RDs and DSGs to align on Q1 goals for
each HCL and make any changes necessary to Q1 goals within the workbooks.
-
DUE DATE: Monday 12/18: Q1 Goals are completed within the workbooks and
considered to be finalized at the end of the day.
-
Tuesday 12/19: Sales Leadership submits all Q1 Sales Goals to the
Salesforce team for bulk upload by 12/29.
*Items for Consideration:*
- Same as last quarter, you'll find Sales Leadership has suggested Q1
goals in the workbooks. We ask that you make a note within the workbook
(column K) if you change any of the goals for Leadership & Division
Presidents to reference.
-
- A few notes on how our suggested goals are calculated:
- Revenue goals increase by $5K each month until a goal of $25K is
set
- After $25K a month, the ramp increases to $10K MoM until the
goal of $150K is set
- After $150K, the ramp is +$10K per month for the months with 31
days (Jan & Mar) and +$5K for the months with less than 31 days (Feb)
- If you plan to veer from the recommended goals provided - we ask
that you provide a *note* in column K for Leadership to see
- Q1 Totals for each Region's SOC and REV Goals will update
automatically as you build them in Column M
- If you find a difference between the AP HCL Scorecard data and the
historical data in the workbook, this means attribution has changed since
we pulled the data for the workbook. Please feel free to edit your tabs as
you see fit for the exercise
I hope this is a helpful tool for everyone as we gear up
for a successful Q1! Please let me know directly if there are questions or
concerns.
Have a great rest of your week!
Thank you,
--
Julia Jenkins
Director of Inside Sales
*Please note my email has changed:*
jujenkins@TheKey.com <Julia.Jenkins@TheKey.com>
c: (805) 717-7606
TheKey.com <https://www.thekey.com/>
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