First Appointment-to-Sales Ratio
Monitor the number of sales appointments that move onto the next stage in the sales funnel.
Formula
(Number of second-stage appointments made / Number of first appointments completed) x 100
Services
![Custom HubSpot Dashboards and Reports]( "Custom HubSpot Dashboards and Reports")
![Infusionsoft Dashboard | Infusionsoft Logo]( "Infusionsoft")
![Pipedrive Dashboard | Pipedrive logo]( "Pipedrive")
![Salesforce Dashboard | Salesforce logo]( "Salesforce Dashboard")
Role Employee/Staff, Manager
Overview
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
Monthly
Example of KPI target
36% to next stage
Audience
Sales team
Variations
Percentage of first appointment to proposal ratio
Number of first appointment to proposal ratio
