KnockDesk

sales kpi dashboard template

A sales kpi dashboard template that names your denominator

A sales kpi dashboard template is the sheet for knocks, contacts, sits, and closes, each with the denominator you named. Knockdesk is field sales software that reads those counts from visits already logged. This CSV does not supply an industry benchmark, and no email is required.

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Copy these rows. Name the denominator. No industry benchmark.
MetricCountDenominator you namedWhat the row answers
KnocksCount from the visit logDoors you attempted on this turfDid this turf get walked
ContactsCount from the visit logKnocksWho answered those knocks
SitsCount from the visit logContactsWhich contacts became a sit
ClosesCount from the visit logSitsWhich sits closed, against the sits you named
Download the KPI dashboard CSV

Your counts

Fill the sales kpi dashboard template from the log

Write knocks, contacts, sits, and closes from visits already logged on the turf. The denominator is the count you named on that row. Do not paste a rate you heard somewhere else into the sheet.

  1. 1Count knocks from visits logged on the turf.
  2. 2Count contacts from knocks where someone answered.
  3. 3Count sits from contacts that became a sit.
  4. 4Count closes from sits that closed. The denominator is sits unless you name a different one.
  5. 5Leave Do Not Contact off the knock list and out of coverage.

No borrowed rate

The denominator has to be a count you can point at

A sales kpi dashboard template breaks when the rate comes from a chat or from a benchmark this page does not have. Point at the denominator you named.

  • Not at the door

    A knock not at the door is unverified. It can stay on the log with that badge. It is not a clean contact.

  • Out of coverage

    Do Not Contact stays off the knock list and out of coverage. Do not drop those pins into the denominator to pad it.

  • Your denominator

    This sheet does not include an industry benchmark. The only rate is the one your own denominator makes.

Same four numbers

Read knocks, contacts, sits, and closes on the desk

The same four counts come from visits already logged, with the denominator you use on that turf. Full desk is on the pricing page. A free trial is not open.

This week

Sample

Knocks

82

+6 vs last week

Appointments

11

+2 vs last week

Recorded talks

9

Same week

Related

Where to take the counts

FAQ

Frequently asked questions

What is a sales kpi dashboard template?

A sales kpi dashboard template is a sheet of knocks, contacts, sits, and closes. Each row names the denominator you are dividing by. It does not come with an industry benchmark.

Which counts go on the sheet?

Knocks, contacts, sits, and closes. Fill them from the visit log. The denominator for knocks is the doors you attempted. Contacts use knocks. Sits use contacts. Closes use sits unless you name another denominator.

What if I do not know an industry close rate?

You do not need one. This page does not publish a benchmark. Use the denominator you named on the row.

Does an unverified knock count as a contact?

No. A knock not at the door is unverified. Keep the badge. Do not treat it as a clean contact.

Do Do Not Contact pins belong in coverage?

No. Do Not Contact stays off the knock list and out of coverage, so it stays out of the denominator.

How much does Knockdesk cost?

Full desk is on the pricing page. A free trial is not open.

The denominator

Name the count before you name the rate.

We will read knocks, contacts, sits, and closes against the denominator you named. Full desk is on the pricing page. A free trial is not open.

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