End the Year Strong: Evaluate, Adjust, and Set Goals for Sales Success

Yes, we’re talking about goals again. Why? Because setting, evaluating, and adjusting goals is the foundation of achieving consistent sales success.

In many showrooms, December is quieter, with customers, clients, and designers focused on holiday preparations. It’s the perfect time to reflect, evaluate, and analyze your performance over the past year. If you didn’t make time for this in November, now is the time to do it.

Action Steps to Evaluate Your Year

1️⃣ Review Key Metrics
Take a close look at your performance from January through November. Ask yourself:

• How many contacts and opportunities did you engage with?
• Of those, how many turned into quotes?
• How many did you close?
• What was your average sale for this period?

2️⃣ Assess Outreach Efforts

• How consistent were your outreach actions?
• How many projects did you take on, and what were the outcomes?
  Understanding your outreach will reveal where your efforts were most effective and where you can improve.

3️⃣ Analyze the Patterns
Dive into the data and be blazingly honest. Look for patterns in your performance.

• Are there specific months or types of customers where you excelled?
• Were there times when you struggled to close opportunities?

4️⃣ Get a Second Opinion
Sometimes a fresh set of eyes can provide valuable insights. Share your findings with a trusted colleague or manager to gain a different perspective on your performance.

5️⃣ Align Performance Against Goals
Compare your actual results to your goals for the year. Were you on track? Where did you fall short? Where did you overachieve? This comparison will guide your planning for the year ahead.

Learn More in the BE Series

Want to take goal-setting and evaluation to the next level? Join The Sales BE Series, a monthly FREE skill-building program designed to help sales professionals like you achieve extraordinary results.

The Sales BE Series starting January 21, where we’ll dive into Being Intentional – Define Clear Outcomes to Drive Sales Success. Let’s turn goals into results.

Each month includes:
✔️ 15-20 minutes of actionable training.
✔️ 30-40 minutes of live Q&A where you can tackle your biggest challenges.

Let’s make this year your most successful yet. Sign up now!

Now, go take a peek at the numbers and get ready to crush your goals!
oxo
Jody