Personal performance

Your sales system, at a glance

System of recordSalesforce-style CRM
Sales motionOutbound territory development
Evidence window20 selling days
Data readiness 97% complete
At risk82%projected quota attainment
11selling days remaining
1.7meetings per day · target 3.0
Updated today, 4:42 PM1,040 synthetic activities analyzed
Primary constraintHigh confidence

You are doing enough work. You are not reaching enough decision-makers.

Your call volume is 104% of benchmark, but decision-maker reach is 9.8% versus an 18% benchmark. Once you reach the right person, your meeting conversion is healthy.

Observed1,040 calls · 102 decision-makersCalculated9.8% reach rateInterpretedFirst material deviationRecommendedTest timing first

Cost of leaving it unfixed

92 calls/day required to book 3 meetings at your current rates
50 calls/dayrequired at benchmark

Your revenue production line

Every stage, actual versus benchmark

Select a stage to audit the evidence
What this means

The first meaningful gap is decision-maker reach. Every downstream conversion is near or above benchmark, so asking you to “close harder” would attack the wrong part of the system.

Next controlled experiment

Test timing before changing your script

01

Move 20 comparable calls per day into the 3–5 PM block for five selling days. Hold the account list, message, and total volume constant.

ChangeCall window
Hold constantList · script · volume
Decision point100 attempts

Why timing is the first hypothesis

Reach rate by call window

8–10 AM6.2%
10–12 PM8.5%
1–3 PM10.8%
3–5 PM15.4%

This pattern is strong enough to test, not strong enough to call causal. Account mix and sample size still matter.

Data through Oct 8, 2026 50,000+ synthetic CRM activities analyzed · Salesforce-style export · 97% model readiness
Primary constraintHigh confidence

Proposal turnaround is restricting revenue

Qualified opportunity volume is healthy, but complex automation proposals now take more than twice as long to deliver. Activity is not the problem.

11.6days
Proposal cycle4.8-day historical baseline

Sales system

Where revenue is getting stuck

Rolling 90 days
!

More prospecting would increase congestion. Meetings are entering the funnel faster than technical proposals are leaving it.

Forecast

Revenue trajectory

+8.4% YoY
ActualTarget

Cause concentration

Where the delay lives

Activity health

Inputs remain strong

Healthy

Diagnostic brief

What to do next

✦

Add proposal capacity before asking the team for more pipeline. Start with automation packages in the Western territory.

Constraint analysis

Every stage has a number and a clock

Volume, conversion, and time are evaluated together. The constraint is the stage that most limits total revenue—not necessarily the metric that looks worst.

Full system

Revenue production line

Evidence

Constraint timeline

July 15Automation package launch increased engineering review demand.

Diagnostic logic

Why this—not activity

Individual diagnostics

One team does not have one problem

Each representative is measured against comparable work, personal history, and the revenue math—not a generic activity leaderboard.

Personal funnel

Maya Chen

Targeting constraint

Coaching brief

One constraint, one experiment

✦

Team comparison

Throughput by representative

Comparable rolling period
RepresentativeTerritoryActivityMeetingsQualifiedWinsRevenueCurrent constraint

Cohort analysis

Find where performance actually changes

Separate territory, product, source, and customer segment before prescribing a company-wide solution.

Comparative performance

Product family throughput

Selected finding

Automation packages

Constraint hotspot

Detail

Segment scorecard

Product familyQualifiedProposalsWinsWin rateCycle timeRevenueSignal

Constraint economics

Model the fix before prescribing it

Change one operating assumption at a time and see its effect on annual wins, revenue, and required pipeline.

Assumptions

Operating levers

Modeled annual impact

+$552,000

Restoring proposal turnaround to five days creates more value than increasing outbound activity by 20%.

Recommended move

Add technical proposal capacity and simplify the automation-package approval path before adding more top-of-funnel volume.

CRM onboarding

Map any sales process into one diagnostic model

Start with a CSV export. Sales Throughput proposes field and stage mappings while raw records remain local to the browser.

No cloud upload
⇧

Drop a CRM export here

Activities, opportunities, or combined pipeline CSV

Mapping status

Waiting for a file

0 fields
↔

Load the sample export to see the configurable mapping workflow.

⌾

Designed for confidential sales data

The prototype analyzes files in the browser. A production AI layer would receive aggregate metrics—not customer names, pricing, transcripts, or raw opportunity records—unless an organization explicitly approved otherwise.

Raw CRM export→Local calculation→Sanitized metrics→Diagnostic narrative