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Sales Operations Prioritization Tool

                                              Strategic Fit                          Economic Impact                               Feasibility
                               Alignment w/
                                                Market          Core         Revenue     Profitability &   Growth      Technical   Resources -   Resources -
Projects & Intiatives           Company
                                               Positioning    Capabilities   Potential      Margin         Potential     Risk       Financial      People
                                   Goals
Weighting                          15%             15%            10%          10%            15%            15%         10%           5%            5%

Sales Recruiting Campaign           9              9               5            8              5              2           6             8            8

Sales Skills Assessments            7              5               8            7              9              7           7            10            7

Sales Performance Reviews           8              6               6            6              7              7           6             5            7

Productivity Metrics Program        9              8               6            5              6              4           2             3            4

Quality Assurance Coaching          3              4               3            6              5              4           9             7            3

Sales Training Workshops            3              4               5            3              2              5           2             3            1

Key Account Plans                   1              2               4           10              6              6           9             9            8

Sales Analysis Exercise             6              6               4            4              6              2           4             5            3

Sales Forecasting System            4              5               2            7              4              6           9             4            1

Sales Process Definition            7              8               8            2              3              5           3             7            6
Sales Operations Prioritization Tool
 Customize this tool by changing the weighting scale for each selection criterion. Feel free to modify the selection criteria as required.


 Weighting Scale

               Strategic Fit                                     Economic Impact                                       Feasibility
Alignment w/                                                                                                                                           Total
                  Market            Core             Revenue        Profitability &     Growth                          Resources -      Resources -
 Company                                                                                             Technical Risk
                 Positioning      Capabilities       Potential         Margin          Potential                         Financial         People
    Goals

   15%              15%              10%              10%               15%              15%              10%               5%               5%        100%


 Ranking Criteria & Definitions:

 Alignment with Company Goals - how aligned is this project to corporate goals & objectives?

 Market Positioning - how well does this initiative position us ahead of our competition?

 Core Capabilities - does this initiative leverage our internal core capabilites (technology, operations, sales & distribution?

 Revenue Potential - what is the anticipated revenue for this product?

 Profitability & Margin - how solid are the anticipated margins for this product?

 Growth Potential - what is the anticipated market growth rate?

 Technical Risk - what is the probability of overcoming the technical challenges of the project?

 Resources - Financial - do we have the financial resources to execute this initiative?

 Resources - People - do we have the skills & bandwidth to execute this initiative?
Sales Operations Prioritization Tool
Note: Sort by selecting all cells then click "Data"in the navigation menu and "Sort". You can sort by Project Score (Largest to Smallest).


  Project                                                                          Project Score          Strategic Fit      Economic Impact   Feasibility

  Sales Skills Assessments                                                                7.3                  2.6                   3.1          1.6
  Sales Performance Reviews                                                               6.6                  2.7                   2.7          1.2
  Sales Recruiting Campaign                                                               6.5                  3.2                   1.9          1.4
  Productivity Metrics Program                                                            5.7                  3.2                   2.0          0.6
  Key Account Plans                                                                       5.4                  0.9                   2.8          1.8
  Sales Process Definition                                                                5.4                  3.1                   1.4          1.0
  Sales Forecasting System                                                                4.9                  1.6                   2.2          1.2
  Quality Assurance Coaching                                                              4.7                  1.4                   2.0          1.4
  Sales Analysis Exercise                                                                 4.6                  2.2                   1.6          0.8
  Sales Training Workshops                                                                3.3                  1.6                   1.4          0.4
Future Potentials                                                                                                                   Top Priorities
High
                                              Key Account Plans



                                                                                                                          Sales Skills Assessments


                                                                  Quality Assurance Coaching                                                           Sales Recruiting Campaign
Feasibility




                                                                                                                                Sales Performance Reviews
                                                                           Sales Forecasting System
              Bubble Size = Economic Impact

                                                                                                                                              Sales Process Definition


                                                                                                      Sales Analysis Exercise




                                                                                                                                                     Productivity Metrics Program


                                                                          Sales Training Workshops


Low

              Potential Cuts                                                                                                                                 Back Burners

                Low                                                                                                                                                      High
                                                                               Strategic Fit

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Sales Operations Prioritization Tool

  • 1. Sales Operations Prioritization Tool Strategic Fit Economic Impact Feasibility Alignment w/ Market Core Revenue Profitability & Growth Technical Resources - Resources - Projects & Intiatives Company Positioning Capabilities Potential Margin Potential Risk Financial People Goals Weighting 15% 15% 10% 10% 15% 15% 10% 5% 5% Sales Recruiting Campaign 9 9 5 8 5 2 6 8 8 Sales Skills Assessments 7 5 8 7 9 7 7 10 7 Sales Performance Reviews 8 6 6 6 7 7 6 5 7 Productivity Metrics Program 9 8 6 5 6 4 2 3 4 Quality Assurance Coaching 3 4 3 6 5 4 9 7 3 Sales Training Workshops 3 4 5 3 2 5 2 3 1 Key Account Plans 1 2 4 10 6 6 9 9 8 Sales Analysis Exercise 6 6 4 4 6 2 4 5 3 Sales Forecasting System 4 5 2 7 4 6 9 4 1 Sales Process Definition 7 8 8 2 3 5 3 7 6
  • 2. Sales Operations Prioritization Tool Customize this tool by changing the weighting scale for each selection criterion. Feel free to modify the selection criteria as required. Weighting Scale Strategic Fit Economic Impact Feasibility Alignment w/ Total Market Core Revenue Profitability & Growth Resources - Resources - Company Technical Risk Positioning Capabilities Potential Margin Potential Financial People Goals 15% 15% 10% 10% 15% 15% 10% 5% 5% 100% Ranking Criteria & Definitions: Alignment with Company Goals - how aligned is this project to corporate goals & objectives? Market Positioning - how well does this initiative position us ahead of our competition? Core Capabilities - does this initiative leverage our internal core capabilites (technology, operations, sales & distribution? Revenue Potential - what is the anticipated revenue for this product? Profitability & Margin - how solid are the anticipated margins for this product? Growth Potential - what is the anticipated market growth rate? Technical Risk - what is the probability of overcoming the technical challenges of the project? Resources - Financial - do we have the financial resources to execute this initiative? Resources - People - do we have the skills & bandwidth to execute this initiative?
  • 3. Sales Operations Prioritization Tool Note: Sort by selecting all cells then click "Data"in the navigation menu and "Sort". You can sort by Project Score (Largest to Smallest). Project Project Score Strategic Fit Economic Impact Feasibility Sales Skills Assessments 7.3 2.6 3.1 1.6 Sales Performance Reviews 6.6 2.7 2.7 1.2 Sales Recruiting Campaign 6.5 3.2 1.9 1.4 Productivity Metrics Program 5.7 3.2 2.0 0.6 Key Account Plans 5.4 0.9 2.8 1.8 Sales Process Definition 5.4 3.1 1.4 1.0 Sales Forecasting System 4.9 1.6 2.2 1.2 Quality Assurance Coaching 4.7 1.4 2.0 1.4 Sales Analysis Exercise 4.6 2.2 1.6 0.8 Sales Training Workshops 3.3 1.6 1.4 0.4
  • 4. Future Potentials Top Priorities High Key Account Plans Sales Skills Assessments Quality Assurance Coaching Sales Recruiting Campaign Feasibility Sales Performance Reviews Sales Forecasting System Bubble Size = Economic Impact Sales Process Definition Sales Analysis Exercise Productivity Metrics Program Sales Training Workshops Low Potential Cuts Back Burners Low High Strategic Fit