Customer Credit Limit
The credit limit against a customer for orders and sales
Sample Formula
AVG (Credit_Limit_Amount)
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Track Similar KPIs
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Account Penetration Rate
Measures the extent to which you’ve sold your full product/service offering into an existing customer account.
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Average Call-to-Meeting Ratio
Measures how many calls it takes, on average, to secure a meeting with a prospect.
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Average Deal Size
The average value of closed sales deals over a specific period.
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Average Order Value (AOV)
Measures the average revenue generated per order, calculated by dividing total revenue by the number of orders.
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Average Revenue Per Unit (ARPU)
The average revenue generated per unit sold over a period.
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Backorder Rate
Measures the percentage of orders that cannot be fulfilled due to stock shortages.
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Brand Awareness Index
Measures how well a brand is recognized and recalled by target customers in a given market.
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Churn Rate
The percentage of customers who stop purchasing over a specific period.
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Competitor Price Comparison
Measures the percentage of total opportunities that result in a successful sale.
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Contract Renewal Rate
Measures the percentage of contracts that are successfully renewed by existing customers.
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Conversion Rate
Measures the percentage of leads that convert into paying customers.
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Cost of Goods Sold (COGS)
Total direct costs incurred to produce goods sold during a period.
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Customer Acquisition Cost (CAC)
The total cost of acquiring a new customer, including marketing and sales expenses.
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Customer Complaint Resolution Time
Measures the average time taken to resolve customer complaints from the moment they are reported.
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Customer Credit Available
The credit available against a customer for orders and sales
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Customer Feedback Score
Measures customer satisfaction or sentiment based on structured feedback collected after interactions or purchases.
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Customer Lifetime Value (CLV)
Estimates the total revenue a company expects from a customer over the entire business relationship.
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Customer Retention Rate
The percentage of existing customers who continue to buy over a defined period.
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Daily Call Volume
Measures the number of calls made by a salesperson each day.
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Deal Loss Reasons Analysis
Identifies and categorizes why potential sales deals were lost or did not close.
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Demo-to-Close Ratio
Measures the ratio of product demos given to closed deals.
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Discount % on Base Amount
The percentage of discount possible on the base amount
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Discount Impact Analysis
Analyzes the effect of offering discounts on sales volume, profit margins, and customer behavior.
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First Contact Resolution Rate
Measures the percentage of customer inquiries or issues resolved during the first interaction.
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Follow-Up Rate
Measures the percentage of leads or opportunities that receive a follow-up action within a specific timeframe.
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Gross Margin
The percentage of revenue remaining after subtracting the cost of goods sold (COGS).
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GST
The GST chargable on a sale
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Invoiced Quantity
The quantity invoiced in a particular sale
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Item Price
The price of an item for a particular sale
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Lead Response Time
Measures how quickly the sales team responds to incoming leads.
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Lead-to-Opportunity Ratio
Indicates the percentage of leads that progress to sales-qualified opportunities.
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Market Share Percentage
The proportion of total market sales captured by the company.
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Net Promoter Score (NPS)
Gauges customer loyalty based on the likelihood of recommending your product or service.
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Number of Leads Generated
Measures the total number of new sales leads generated over a specific period.
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Number of Opportunities Created
Measures the total number of qualified opportunities that emerge from generated leads.
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On-Time Delivery Rate
Measures the percentage of orders delivered on or before the promised delivery date.
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Opportunity-to-Win Ratio
Measures the percentage of sales opportunities that result in closed deals.
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Order Fulfillment Accuracy
Measures the percentage of orders shipped without errors, such as incorrect products or quantities.
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Orders
The number of orders in a particular sale
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Price Realization
Calculates the average revenue generated per closed deal over a given period.
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Product Mix Analysis
Measures the distribution of sales across different products and product categories.
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Profit Margin per Product
Indicates the profit earned on each unit sold, expressed as a percentage of the selling price.
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Profitability by Customer Segment
Measures the profitability of sales within different customer segments.
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Quota Attainment
Measures the percentage of a salesperson’s or team’s achieved sales against their assigned target.
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Repeat Purchase Rate
Measures the percentage of customers who make additional purchases after their initial transaction.
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Response Time to Customer Inquiries
Measures the average time it takes for a sales team to respond to customer inquiries.
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Returned Orders Percentage
Measures the percentage of orders that are returned by customers.
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Revenue by Region
Measures the total sales revenue generated from each geographic region.
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Revenue Growth Rate
Measures the percentage increase in revenue over a specific period.
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Sales
The total amount of sales
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Sales Administrative Time Percentage
Measures the proportion of a salesperson’s time spent on administrative tasks rather than direct selling activities.
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Sales Call Effectiveness
Measures the conversion rate of sales calls into meetings or opportunities.
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Sales Cycle Efficiency
Measures the average time it takes to convert a lead into a closed sale.
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Sales Cycle Length
The average time taken to convert a lead into a closed sale.
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Sales Forecast Accuracy
Measures how closely predicted sales match actual sales achieved within a time frame.
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Sales Funnel Leakage
Measures the percentage of leads or opportunities lost at each stage of the sales funnel.
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Sales including Discount with GST
The total amount sales inclusive of GST
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Sales minus Discount given
The total amount collected from sales when discount is removed
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Sales minus Discount given with GST
The total amount collected from sales when GST is removed
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Sales Pipeline Velocity
Measures how quickly deals move through the sales pipeline to closure.
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Sales Productivity
Measures the revenue or output a salesperson generates relative to their input (time, effort, or cost).
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Sales Return Amount
The total sales return amount
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Sales Return Quantity
The total sales return quantity
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Sales ROI
Measures the return generated for every rupee invested in sales activities.
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Sales Team Utilization Rate
Measures the percentage of time a sales team spends actively engaging in sales activities.
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Sales Training Completion Rate
Measures the percentage of sales reps who complete required training programs within a set timeframe.
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Sales Trend Analysis
Measures the average time it takes to close a deal from the first contact to final agreement.
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Sales with GST
The sales inclusive with GST
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Salesperson Productivity
Measures the total sales revenue generated by each salesperson.
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Strategic Account Penetration
Measures the depth of engagement and sales with key high-value accounts.
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Territory Growth Rate
Measures revenue growth within a specific sales territory over a period.
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Total Discount Given on Base Amount
The total discount on base amount
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Upsell and Cross-Sell Revenue
Measures revenue generated from selling additional or complementary products to existing customers.
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Win Rate Percentage
The percentage of deals won compared to total opportunities pursued.