Sample Scorecard for Service / Consulting Organization

Scorecard is an important tool to track multiple KPIs for all the team members in a team. Scorecard allows the ability to set targets per user for multiple KPIs in one place and track performance for all the team members in one place. OKRify’s scorecard provides the ability to track any Salesforce Object data as a KPI. In OKRify Scorecard, targets can be set for each KPI by user and for specific periods and the performance can be tracked with real-time data in Salesforce

Sales Rep Scorecard - Scorecard for Sales Rep/Account Executives.

  • Closed Opportunities
  • Closed Opportunities Amount
  • Pipeline Amount
  • New Logos
  • Proposals Submitted
Consultant Scorecard - Scorecard for Billable Consultant.

  • Billable hours
  • Training hours
  • Certifications
  • Volunteer hours
Delivery/PM Scorecard - Scorecard for Delivery Project Management.

  • Project Hours/Budget
  • Project Cost/Budget
  • CSAT
  • Project Profit Margin

Service / Consulting Organization OKRs Examples

OKR (Objectives and Key Results) methodology has become the go-to goal setting and strategy execution methodology across industries for organizations of all sizes from startups to Fortune 100 organizations.

Consulting Company/Service Organization KPIs

Service organizations including consulting organizations or software services organizations such as Salesforce consulting partners need to identify KPIs that help to measure their organizations business performance.

Meeting Template for Service / Consulting Organizations

Running efficient and productive meetings have become essential especially in consulting/service organizations in which employees can be distributed, remote or located at customer locations

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