Show notes
Sales leadersâyour CRM and dashboards are probably working against you. John Sherer shares tactical ways to clean the clutter, focus on the right metrics, and finally get reports that drive action (not confusion).đ ACTIONABLE TAKEAWAYS: Ditch filtersâbuild dashboards with pre-saved reports so your team gets faster, cleaner insights. Delete CRM fields that arenât reported on or are full of junk to reduce noise and confusion. Only analyze win rates on mature pipeline from prior quarters to avoid skewed conclusions. Focus on four core metrics: intro meetings, late-stage deals, win rate, and inbound vs. outbound pipeline.JOHNâS PATH TO PRESIDENTâS CLUB:COO @ Growth AssistantVP of Sales @ LatticeSales Director @ LatticeVP of Sales @ AppcuesRESOURCES DISCUSSED: Join our weekly newsletter Things you can steal Save $50 on any 30MPC course with code âPODCASTâ