Essential Sales and Marketing KPIs Premium Pack

Sales and Marketing Masthead - B

About this pack

Sometimes you just need a menu of good KPIs to pick from. That's what this 'Essential KPIs' guide is designed to provide. The problem is that not every business is the same.

So how do you make sure you fully understand where the KPIs in this pack came from and identify any extra KPIs that may be specific to your organisation? You do this using KPI Trees. KPI Trees show the outcomes that each KPI is designed to reflect, so you can understand the logic and reasoning behind each and every KPI in the pack and build on it to identify KPIs specific to your organisation.

The KPIs in this pack were selected using KPI Trees from the ROKS Express system. This premium pack includes the original KPI Trees so you can review and adapt them. This approach gives you convenience and flexibility. As all the packs in this store were developed from the ROKS Express system, if you decide to add further packs in future, they will work seamlessly together.

What is included

Sales and Marketing KPI Guide Ad

The printable Premium Essential KPI Guide including full KPI definitions and examples (A4 PDF)

Source KPI Tree Ad image

The KPI Tree source diagrams for the guide KPIs (as PDFs)

KPI Tree Cheat Sheet Ad image

A one-page 'KPI Tree Cheat Sheet' in both (A4 PDF)

ROKS KPI Canvas Ad image

A ROKS KPI Canvas definition templates (Excel template and printable A4 PDF)

KPI Trees in this pack

KPI definitions in this pack

This pack includes...

  1. M3 Web Marketing
  2. S1 Sales Value, Activity and Results
  3. S2 Sales - Hourly Billing
  4. S3 Sales - Words
  5. S4 Sales - Contract Services
  6. S5 Sales - Pricing
  7. S6 Sales - Advertising, Pay Per Click & Organic Traffic
  8. S7 Sales Referrals
  9. S8 Sales - Proposals & Contracts

Number of KPIs included in KPI Tree: 144

Number of full KPI definitions included in this pack: 80


Still not sure?

Check out the free 'Financial KPIs Premium Pack' to see the type of documents you will get in your pack.


  • Leo Sanders Thank you, a big help for a non-sales person

    I’m not directly involved in sales, but I am the ‘go-to’ guy for KPIs, so I was a bit anxious when I was asked to review the existing sales KPIs. This guide, in particular the KPI trees, helped me have a productive discussion with the sales team and come up with a good selection of KPIs for implementation.

    412 of 827 people found this review helpful.

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  • Urs Heinrich Two thumbs up - you need to be ready though

    If you have all the systems in your organisation placed properly and the next thing that you want is to set your sales KPIs, this is good. There is a lot of background work that’s needed before you can use the definitions effectively

    408 of 825 people found this review helpful.

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