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This document provides a monthly analysis for Clearwater Systems in 2009 that includes key performance metrics for October, November and December. It tracks the house lead closing ratio, number of creative appointments, percentage of total systems sold, average sale amount, and percentage of signed follow-ups completed. Representatives are graded on these metrics and can earn up to 20 bonus points based on comments provided.

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Clearwater Systems Monthly Analysis 2009 Name:_____________________________ October November December 1) House Lead Closing Ratio ______ ______ ______ 2) Number of Creative Appt.s ______ ______ ______ 3) % of Total Systems ______ ______ ______ 4) Average $ Amount /Sale ______ ______ ______ 5) % of Signed Follow-ups Completed Within Last Month ______ ______ ______ Bonus: (See comments on back) ______ ______ ______ GRADE %: GUIDE: 1) House Lead Closing Ratio 2) Number of Creative Appointments 80% or > 18 - 20 pts 8 plus 15 20 pts 70% -79% 14 -17 pts 6-8 11 14 pts 60% - 69% 10 - 13 pts 3-5 6 10 pts 50% - 59% 5 - 9 pts 1- 2 0 5 pts 3) Percentage of Totals 4) Average $ Amount of Sale 50 % = 15 20 pts $2000 - 2499 17 20 pts 40 % = 12 15 pts $1800 - 1999 14 16 pts 30 % = 9 -11 pts $1500 - 1799 11 13 pts 20 % = 5 8 pts $1100 - 1499 8 10 pts 10 % = no pts < than $1099 0 7 pts 5) % of Signed Follow-ups 60 % = 17 20 pts 50 % = 15 16 pts 40 % 13 14 pts 30% 11 12 pts 20 % = 9 10 pts 10 % 0 8 pts
Date: Comments: ____________________________ ________________________ Sales Manager Sales Representative Date: Comments: ____________________________ ________________________ Sales Manager Sales Representative Date: Comments:
____________________________ ________________________ Sales Manager Sales Representative

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  • 1. Clearwater Systems Monthly Analysis 2009 Name:_____________________________ October November December 1) House Lead Closing Ratio ______ ______ ______ 2) Number of Creative Appt.s ______ ______ ______ 3) % of Total Systems ______ ______ ______ 4) Average $ Amount /Sale ______ ______ ______ 5) % of Signed Follow-ups Completed Within Last Month ______ ______ ______ Bonus: (See comments on back) ______ ______ ______ GRADE %: GUIDE: 1) House Lead Closing Ratio 2) Number of Creative Appointments 80% or > 18 - 20 pts 8 plus 15 20 pts 70% -79% 14 -17 pts 6-8 11 14 pts 60% - 69% 10 - 13 pts 3-5 6 10 pts 50% - 59% 5 - 9 pts 1- 2 0 5 pts 3) Percentage of Totals 4) Average $ Amount of Sale 50 % = 15 20 pts $2000 - 2499 17 20 pts 40 % = 12 15 pts $1800 - 1999 14 16 pts 30 % = 9 -11 pts $1500 - 1799 11 13 pts 20 % = 5 8 pts $1100 - 1499 8 10 pts 10 % = no pts < than $1099 0 7 pts 5) % of Signed Follow-ups 60 % = 17 20 pts 50 % = 15 16 pts 40 % 13 14 pts 30% 11 12 pts 20 % = 9 10 pts 10 % 0 8 pts
  • 2. Date: Comments: ____________________________ ________________________ Sales Manager Sales Representative Date: Comments: ____________________________ ________________________ Sales Manager Sales Representative Date: Comments:
  • 3. ____________________________ ________________________ Sales Manager Sales Representative