First Appointment-to-Sales Ratio Metric

Monitor the number of sales appointments that move onto the next stage in the sales funnel.

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While a high number of sales appointments is a great indicator of initial interest, a high ratio of prospects moving from the first stage to the second stage, the proposal stage, is a better indicator of actual intent to buy. Monitoring the First Appointment-to-Sales Ratio metrics helps you to understand how effective and persuasive your sales channel is.

Reporting frequency


Example of KPI target

36% to next stage


Sales team


Percentage of first appointment to proposal ratio

Number of first appointment to proposal ratio

Related Metrics & KPIs

Orders Cancelled by Reason.png

Orders Cancelled by Reason

Revenue to Avg Market Revenue.png

Revenue to Average Market Sales Revenue Ratio

Gross Margin Return on Investment

Gross Margin Return on Investment (GMROI)

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