Performance Strategy

Sales Activity Calculator

Reverse-engineer your income goals into actionable monthly targets.

Monthly Target

$10,000

Accounts

Policies

Lives

Target & Unit Values

Monthly Income Target

Avg. Income Per Case

(Avg Case 30 Lives - 6 Policyholders, and 13 Policies sold.)

Avg. Per Policy

Avg. Per Life

Conversion Ratios

Approaches to DM Contact

: 1

Contacts to Presentation

: 1

DM Completed to Enrollment

: 1

Monthly Activity Blueprint

Required volume to hit your financial target

Total Approaches

Initial Outreach Volume

Per Month

DM Contacts

Decision Maker Conversations

Per Month

Presentations

Completed DM Meetings

Per Month

Daily Approaches

Daily Contacts

Daily Presentations

Calculation Logic

1. Volume Targets

Accounts, Policies, and Lives are calculated independently by dividing your total income target by the respective average value per unit.

2. Funnel Ratios

Activity is reverse-engineered from the number of Accounts needed. If you need 4 accounts, the ratios determine how many meetings and calls lead to that result.

3. Daily Quota

Daily targets are based on a 20-day working month. This provides a manageable daily "blueprint" to ensure you stay on track for your monthly goal.

Sales Activity Planner

what is Sales Activity Planner