What conversion rates should I use?

Use your own last 3 to 6 months of data. Rates vary widely by industry, lead source and deal size, so generic benchmarks can mislead.

Why are monthly numbers rounded up?

You can't close part of a deal, so the planner rounds up each stage to be safe.

Can I plan for a quarter instead of a month?

Yes. Enter the quarterly target and the working days in the quarter.

Does this work for B2B dealer and distributor sales?

Yes. Use meetings for dealer visits or demos, and calls for all follow-up touches including WhatsApp.

No. The planner runs in your browser and nothing is sent to our servers.

Sales Target Planner
From monthly target to daily plan

See how many calls, meetings and deals your team needs every day to hit the number.

Enter your monthly revenue target, average deal value, conversion rates, follow-ups per lead, working days and team size. The planner works backwards through your funnel to show the deals, meetings, new leads and calls needed per month, per day and per salesperson per day.

Monthly revenue target (₹)

Average deal value (₹)

Leads that become meetings (%)

Meetings that become deals (%)

Calls or follow-ups per lead

Working days in the month

Number of salespeople

What it takes

MonthTeam / dayPer rep

Deals200.90.3

Meetings672.81

Leads268123.8

Calls8043412

Each salesperson needs about 12 calls and 1 meetings a day. "Per rep" is per salesperson per working day. Improve conversion rates to lower the activity needed.

Planning guide

How to break down a sales target

Work backwards from revenue

Deals needed = target ÷ average deal value. Meetings needed = deals ÷ meeting-to-deal rate. Leads needed = meetings ÷ lead-to-meeting rate. Calls = leads × follow-ups per lead.

With a ₹10 lakh target, ₹50,000 deals, 25% and 30% conversion and 3 calls per lead, you need 20 deals, 67 meetings, 268 leads and 804 calls a month.

Use your real conversion rates

Plans are only as good as the numbers behind them. Pull the last 3 months from your CRM rather than guessing.

Lead-to-meeting rate by source
Meeting-to-deal rate by salesperson
Average deal value by product line

Activity vs conversion

If the daily numbers look impossible, raise conversion instead of activity: faster first response, better qualification and consistent follow-up usually lift both rates.

Tracking the plan every day

SAS CRM shows each salesperson's calls, meetings and deals against target, so managers spot a slow week before the month is lost.

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FAQs

Frequently Asked
Questions

Divide the target by average deal value to get deals, divide by your meeting-to-deal and lead-to-meeting rates to get leads, then multiply by follow-ups per lead.

Contact

Let's Build Smarter Odoo Solutions

E-mail address

business@peanutsquare.com

Phone number

+91 94296 94521