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Strategic Planning Software
9 min read · June 23, 2026

What is Strategic Portfolio Management (SPM)?

Strategic portfolio management (SPM) is the practice of selecting, prioritizing, and governing an organization’s project investments to maximize strategic impact. It sits above day-to-day project... Read more

Bastin Gerald
Bastin Gerald
June 23, 2026  ·  9 min read
revenue_from_new_products
Sales KPIs
3 min read · May 8, 2026

Percent of Revenue from New Products

Every company nowadays is adding new products to its arsenal to increase its revenue. However, seeing a chart of the…

Bastin Gerald Bastin Gerald
Total Visits
Sales KPIs
3 min read · May 8, 2023

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 · May 8, 2023

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 · May 8, 2023

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 · May 8, 2023

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 · May 8, 2023

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 · May 8, 2023

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 · May 8, 2023

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 · May 8, 2023

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
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