Help Portal
(800) 596-4368     Offer a Testimonial     Earn $200!        Join Meeting
  • Home
  • Videos
    • SharpStart
    • SharpSkill
    • MS Mini’s
    • MSOU
    • Product Releases
  • Calendar
  • Release Notes
  • Resources
  • Contact
    • Contact Us
    • Update Contact Info
    • Meet the Team

What can we help you find?

  1. Home
  2. Knowledge Base
  3. Reporting
  4. Know Your Numbers (KPI)
  5. Know Your Numbers (KPI) Worksheets & Planners
  1. Home
  2. Knowledge Base
  3. Reporting
  4. Know Your Numbers (KPI) Worksheets & Planners

Know Your Numbers (KPI) Worksheets & Planners

  • Created May 11, 2016
  • Author MarketSharp
  • Category Know Your Numbers (KPI), Reporting
  • KPI Improvement Planner
  • A Guide to Calculating Your Closing Ratio Report

 

Did this article answer your question?

Yes No
Print Friendly, PDF & Email

Related Articles

  • How to Turn on Dashboards
    • Totals & Grouping by Salesperson
      • Conversion Ratio or Total Numbers
        • MSOU – Knowing Your Numbers: Reporting With MarketSharp!
          • SharpSkill – Lead Cost Report
            • SharpSkill – Detailed Report
              Getting Started
              New Users
              MarketSharp Workflow & Customization
              10 Step Getting Started Guide
              SharpStart One Hour "Go Live Guide"
              Logging into MarketSharp
              Navigation Bar
              Logging Out of MarketSharp
              Our Training Program
              Creating a Desktop Shortcut
              Downloading MarketSharp Mobile Apps
              Downloading MarketSharp Mobile App on IPad
              Adding Employees
              Forgot Username or Password
              MarketSharp & Your Computer
              Supported Browsers
              Updating Web Browsers
              Supported Operating Systems
              System & Internet Requirements Recommendations
              Cookies
              Supported Software - MS Office
              Managing Your Employees
              Enter an employee
              Employee permissions
              User Login Restrictions
              Changing Employee Passwords
              Multi Database Employee Sharing
              Setting up the Admin Section
              General Setup
              How to Upload Your Company Logo
              Editable Drop Down Lists
              Custom Fields
              MarketSharp & Do Not Call
              Default Appointment Length Set Up
              My Account
              What Is My Account?
              Change My Password
              Reset User Preferences
              Time Sheet
              Backups
              MarketSharp Backup and Download
              Contact Management
              Data entry
              Contact Record View
              Create and Manage Contacts
              How to Delete a Contact
              How to Add a Prospect and Transfer to a Lead
              How to Add a Lead
              Adding/Editing Appointments
              How to Add Job Site Address
              Search and Tag
              Tab View and Panel View
              Do Not Call (DNC)
              Changing/Editing Dropdowns
              Lead Paint
              Appointments & Your Sales Team
              Adding an Appointment
              Resulting an Appointment
              Emailing Appointments to Salespeople
              Sales Tab
              MarketSharp Mobile
              Calendar & Scheduler
              Calendar Overview
              Slot Scheduler
              Calendar Colors
              Enabling Google Calendar to Integrate with MarketSharp Calendar
              Quick Lead Entry & Call Scripting
              Call Out Scripting
              Quick Lead Entry and Call In Scripting
              Attachments
              Available Attachment Space
              Adding Attachments
              Search & Tag
              Quick Find
              Tagging on the List & Record View
              Importing
              Custom Lead Capture
              Lead Capture Intergrations Available
              Advanced Lead Capture Customization
              Importing Contacts from Leads Express
              Importing Contacts
              Marketing
              Emailing From MarketSharp
              MarketSharp Email
              How to Email from Outlook
              Constant Contact
              CAN-SPAM Rules
              Activities & Activity Processes
              How to Add an Activity
              How to Create and Edit an Activity Process
              Adding Activity Processes
              Automation Rules
              Appointment Rules
              Inquiry Rules
              Activity Rules
              Job and Service Rules
              Direct Mail
              Direct Mail Worksheets & Planners
              Purchase Consumer Names
              How to Do a Radius Mailing
              SmartMail Plus
              MarketSharp Mail
              Annual Marketing Worksheets & Planners
              Lead Generation Worksheets & Planners
              Lead Recovery Worksheets & Planners
              Lifetime Customer Worksheets
              Filtering / Printing / Editing
              Filters
              The Purpose of Filters
              How to Add/Edit a Filter
              Prospects Filtering Options
              Leads Filtering Options
              Customers Filtering Options
              Search Columns
              Filtering Operators
              How to Make a Filter for an Appt Result
              How to Make a Promptable Filter
              Views
              How to Create a View
              Views on the Upper-Level Tabs
              Tab View and Panel View
              Printing Print Files
              Quick Print
              Print Wizard
              Editing Print Files
              Editing/Adding a Letter File
              How to Add ‘Or Current Resident to a Postcard’
              Editing a Check Mailer (Coming Soon)
              Editing a Brochure Mailer (Coming Soon)
              Editing an Envelope Mailer (Coming Soon)
              Editing a Label (Coming Soon)
              Editing a List (Coming Soon)
              Editing Other Mailers (Coming Soon)
              Multiple Page List & Label Files (Coming Soon)
              Inserting Images in a Postcard (Coming Soon)
              The Upper-Level (Blue) Tabs
              Contacts Tab
              Activity List
              Slot Scheduler Tab
              Calendar Tab
              Sales Tab
              Production Tab
              Service Tab
              Reporting Tab
              Call Center
              Call Center Setup (Video)
              Call Center v2
              Inbound Calling
              Calling Queue Data
              Do Not Call - DNC
              Modules & Apps
              Marketing Apps
              MarketSharp Email
              MarketSharp Mail
              SmartMail Plus
              Constant Contact
              800 Response
              LeadsExpress
              Five9 Documentation
              Sales, Events, & Canvassing Tools
              Sales Rabbit
              HTML Lead Capture
              Sales Appointment Routing
              MarketSharp Mobile
              RenoWorks
              One Click Contractor
              Online Reputation & Customer Feedback
              Listen360
              Listen 360 Reviews
              GuildQuality Overview
              How to Set up GuildQuality
              Lead Provider Integration
              Keyword Connects
              QuinStreet
              Modernize
              HomeAdvisor
              Metal Roofing Alliance
              Socius Marketing
              Surefire Social
              CraftJack
              networx
              Zapier
              Admin / Management Apps
              PaySimple Integration
              PaySimple Payment Manager
              Unlink PaySimple Payments
              API (Coming Soon)
              Multi Database Management
              QuickBooks
              Quickbooks Online - Invoice
              Quickbooks Online Setup
              MarketSharp Texting
              How to Send a Manual Text
              Exporting Your Data
              Contacts Tab
              Activity List Tab
              Sales Tab
              Production Tab
              Service Tab
              Reporting Tab
              Data Backup Download
              After the Sale
              Job Data Entry
              Job Details
              Job Products
              Costs
              How to Enter Job Costs
              Production
              Work Orders
              Adding Production Tasks & Processes
              Production Report
              Production Status Report
              Production Tab
              Project Manager
              Job Site Addresses
              Demographics Report
              Commission
              How to Enter Commission
              Commission Payment Report
              Commission Report
              Financial Data & Payments
              Service
              Service Scheduling
              Service Tab
              Service Orders
              Service Report
              Regulation Compliance
              Lead Paint
              Surveys
              Enter Survey Information
              Print a Survey
              Reporting
              Reporting Tab
              Job Cost Report
              Sales Report by Work Crew
              Sales Report by Salesperson & Product Detail
              Sales Report by Financed
              Sales Report
              Sales Report by Job Status
              Sales Report by Product
              Sales Report by Product Detail
              Sales Report by Salesperson
              Sales Report by Project Manager
              Sales Performance Ratio Report
              Payment Report
              The Detailed Reports – Build Your Own Report
              QuickBooks Log Report
              DNC Audit Report
              Call Center Report
              Detailed Marketing Report
              Lead Cost Report
              Job Cost Report
              Production Report
              Production Status Report
              Balance Due Report
              Commission Payment Report
              Commission Report
              Demographics Report
              Detailed Sales Report
              Installed Volume by Work Crew & Product Detail Report
              Opportunity Report
              Service Report
              Dashboards
              Dashboard Overview
              How to turn on Dashboards
              Know Your Numbers (KPI)
              Know Your Numbers Worksheet
              Totals & Grouping by Salesperson
              Partners
              MarketSharp Connect Integration for Renewal by Andersen
              Release Notes
              View All Videos
              Join Meeting
              Resources
              ThemeNcode PDF Viewer [Do not Delete]
              ThemeNcode PDF Viewer SC [Do not Delete]

              MarketSharp

              Phone: (800) 335-4254
              Fax: (608) 779-5045
              [email protected]

              Free Demo

              Feature Request

              Your feedback drives future development of new features in MarketSharp!

              Submit Your Idea

              Quick Links

              • Home
              • Videos
              • Events
              • Released Notes
              • Contact Us
              • Meet the Team
              • Open Source Licensing Information

              Sign Up

              Sign up to receive new blog posts and webinar announcements by email:

              Join Us

              • Email
              • Facebook
              • Twitter
              • YouTube
              © Copyright MarketSharp.