Sales KPIs & Sales Metrics |  First Appointment-to-Sales Ratio

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 Infusionsoft Dashboard | Infusionsoft Logo Pipedrive Dashboard | Pipedrive logo Salesforce Dashboard | Salesforce logo

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

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