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Benefit Tracking·Thought Leadership
6 min read · April 27, 2026

Why Investment Planning Without Benefits Tracking Is Just Budgeting

The missing accountability layer that separates capital allocation from capital performance Most investment planning processes are remarkably effective at allocating capital and remarkably poor at... Read more

Bastin Gerald
Bastin Gerald
April 27, 2026  ·  6 min read
Total Visits
Sales KPIs
3 min read · November 14, 2018

Percent Closing Ratio

When asked what their closing ratio is, not many companies really know what to say – or if they do,…

Bastin Gerald Bastin Gerald
Cycle Time to Process Payroll
Sales KPIs
3 min read · November 14, 2018

Orders Cancelled by Reason

If you’re an entrepreneur that is passionate about selling your services efficiently – while also having a clear picture about…

Bastin Gerald Bastin Gerald
Successful to unsuccessful tenders
Sales KPIs
3 min read · November 14, 2018

Order Frequency

As an entrepreneur who is passionate about the services that you are selling, in an efficient way, you will need…

Bastin Gerald Bastin Gerald
missed-sales
Sales KPIs
3 min read · November 14, 2018

Missed Sales Opportunities

So, you have identified your potential customers – well, now it’s time to contact and turn them into paying customers.…

Bastin Gerald Bastin Gerald
Leads Generated by Agents
Sales KPIs
3 min read · November 14, 2018

Leads Generated by Agents

When you can’t generate enough leads for your company, you may turn around and ask for help from outside your…

Bastin Gerald Bastin Gerald
First Appointment to Sales Ratio
Sales KPIs
3 min read · November 14, 2018

First Appointment to Sales Ratio

Another metric that has been proven to be quite valuable for both staff managers and employees is the first appointment…

Bastin Gerald Bastin Gerald
customer-acquisition
Sales KPIs
3 min read · November 14, 2018

Customer Acquisition

As soon as you start your own business, either it’s selling a product or a service, you and the rest…

Bastin Gerald Bastin Gerald
coupon_conversion
Sales KPIs
3 min read · November 14, 2018

Coupon Conversion

Coupons are a customer’s dream since they allow them to buy a certain product at a lower price. In the…

Bastin Gerald Bastin Gerald
Conversation to Appointment Rate
Sales KPIs
3 min read · November 14, 2018

Conversation to Appointment Rate

After prospecting for potential customers for the products/services of your business, your sales team will most likely have a conversation…

Bastin Gerald Bastin Gerald
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