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Sales Management
& Sales KPI

Our lexicon about sales terminology in kopilot.

sales management kpi

Sales Management

Daily Sales

Daily sales are the average sales you make per day, including on Saturdays and Sundays, on a year-to-date basis.

Hourly Sales

Daily sales are the average sales you make per hour, 24/7, on a year-to-date basis.

Monthly Sales

Monthly Sales are the average sales that your company is making per entire Month this current year.

Monthly Sales Growth

Monthly sales growth is the growth of sales you generated over the period. This growth can be (hopefully) positive or negative and expressed in currency or deviation.

Number of clients

The number of clients is the number of accounts to whom you've sent at least one invoice since the beginning of the current year (either the calendar year or fiscal year).

Percentage of clients generating recurring revenue

The percentage of clients generating recurring revenue is the percentage of clients that you estimated recurring according to the number of transactions over the last 12 complete months.

Percentage of recurring revenue

The percentage of recurring revenue is the percentage of sales that you've made over the last 12 complete months, and that came from clients that you estimated recurring according to the number of transactions over the period.

Sales

Sales are the total amount of sales, sales receipts, and credit notes you've sent to your clients over the period. Sales are made on clients. Clients can be new or existing.

Sales Completion Of Last Year Sales

The sales completion of last year's sales indicates, on a scale from 0-100, the percentage of the total last year sales that the company already achieved on a year-to-date basis (either the calendar year or fiscal year).

Year-to-date Sales

Year-to-date sales are the number of sales recorded starting from the beginning of the current year (either the calendar year or fiscal year) and continuing up to the present day.

It includes your invoices, your credit notes.

Year-to-date Sales Growth

The year-to-date sales growth indicates the year-to-date difference in percentage between this year's sales and last year's sales on a year-to-date basis (either the calendar year or fiscal year). Expressed in currency, we call it year-to-date sales variation.

Year-to-date sales on existing clients

The year-to-date sales on existing clients indicate the volume of sales that you generated on accounts that you already invoiced within the last 12 months. It might be seen as an indicator of the quality of your customer relationship.

Year-to-date sales on new clients

The year-to-date sales on new clients indicate the volume of sales that you've made on clients that you did not invoice over the last 12 entire months. It might be seen as a clear indicator of sales expansion.

Year-to-date Sales Variation

The year-to-date sales variation indicates the year-to-date difference in currency between this year's sales and last year's sales on a year-to-date basis (either the calendar year or fiscal year). Expressed in percentage, we call it year-to-date sales growth.

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