CRM & Data
Results you do not understand are results you cannot control.
A simple tracking ritual: targets, a dashboard, and a 30-minute weekly meeting that always ends with a decision.
PDF guide (20 pages) + Excel spreadsheet · Free
The guide and spreadsheet are currently in Portuguese.
Who it is for
- You receive reports, but have no idea what actions to take.
- There are no targets by channel or funnel stage.
- The performance review meeting drags on for an hour and decides nothing.
- You only spot the problem during month-end closing.
- Every vendor presents numbers that favor their own narrative.
What you get
The PDF guide
20-page PDF guide with a complete end-to-end example: Architecture · Targets and pacing · Dashboard · Diagnostic · Meeting and decisions · Rules and vendors. Concludes with a one-page example, common mistakes, a glossary, and a first-days checklist.
The Excel spreadsheet
Excel spreadsheet with 6 connected tabs, pre-filled with an example (Rota Logística, B2B transportation contracts): Targets · Weekly pacing · Dashboard · Diagnostic · Meeting and decisions · Vendors. Replace the yellow numbers with your own and the rest calculates automatically, with green, yellow, and red status indicators.
How to use it
- 1
Reverse-engineer the numbers
from the revenue target down to how many contacts each funnel stage needs to generate.
- 2
Track weekly pacing
compare actual performance against targets, stage by stage.
- 3
Log decisions
every meeting ends with a decision, an owner, and a deadline.
What changes in your business
Stop discovering problems only at month-end. Every week reveals where the funnel is falling behind pace and who is accountable for fixing it.
Frequently asked questions
What does reverse-engineering the numbers mean?
It means starting from the revenue target and calculating how many sales, proposals, opportunities, and contacts each stage must generate to hit it.
How long should the performance review meeting last?
30 minutes a week is enough when the dashboard is prepared beforehand and the meeting ends with a decision.
Which metrics belong on the dashboard?
Only a few: stage-by-stage funnel numbers against targets, acquisition cost, and revenue. The kit provides the one-page template.
Other tools on this front
Free material
Where does your growth stall?
A practical 60-minute diagnostic to run with your leadership team. Walk away with your bottleneck, the evidence, and a 7-day plan.