Keywords: sales KPIs, CRM reporting, sales analytics
In sales, measuring the wrong metrics can be just as dangerous as measuring nothing at all. While dashboards can be filled with dozens of charts, only a handful of KPIs truly indicate performance and growth. Understanding the difference between vanity metrics and actionable insights is critical.
Closync.ai helps teams focus on meaningful KPIs and delivers them automatically—right to your inbox.
Core vs. Advanced Sales KPIs
Core KPIs are essential for daily tracking:
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Number of calls/emails
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Meetings booked
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Deals created or won
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Conversion rates by stage
Advanced KPIs focus on long-term performance:
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LTV (Customer Lifetime Value)
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CAC (Customer Acquisition Cost)
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Sales velocity
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Win-loss ratio by deal type or region
How to Calculate LTV/CAC
LTV (Lifetime Value)
LTV = (Average revenue per customer) × (Customer lifespan)
CAC (Customer Acquisition Cost)
CAC = (Total cost of sales and marketing) ÷ (Number of new customers acquired)
If your LTV/CAC ratio is above 3, you’re on solid ground. If it’s under 1, you’re spending more than you’re earning—time to reevaluate.
Closync.ai dashboards automatically calculate this ratio using your CRM and ad spend data.
Example: Activity-to-Result Ratio
Let’s say a rep sends 80 emails and closes 4 deals.
Activity-to-result ratio = 80 ÷ 4 = 20:1
Closync.ai highlights these ratios in weekly reports so you can coach underperformers or reward top performers.
Setting Up Automated KPI Emails with Closync.ai
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Connect your CRM (e.g., Pipedrive or HubSpot)
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Select KPIs to include: deals closed, response time, CAC, etc.
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Choose report frequency: daily, weekly, monthly
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Set recipients (individuals or team)
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Done—Closync.ai delivers a branded report email at your schedule
Final Thought
Not every number is a KPI—and not every KPI matters equally. Smart sales teams track what leads to growth, not noise. Closync.ai makes that easy by surfacing what matters, filtering what doesn’t, and putting insights where you’ll actually see them.
