Track leading indicators daily
Completed visits, follow-ups booked, and new account activation show whether the week is creating pipeline before revenue is visible.
Lab sales KPIs work best when they separate controllable field activity from lagging quota outcomes so reps can adjust while the week is still live.
Completed visits, follow-ups booked, and new account activation show whether the week is creating pipeline before revenue is visible.
Closed deals and quota attainment still matter, but they should confirm whether the field activity is turning into results.
A useful lab sales dashboard should be small enough for a rep to update at the end of a field day without becoming another admin burden.
Articles
A comparison guide for lab reps and managers who need quota to trigger route evidence, account checks, and practical coaching instead of panic.
Read articleKPIs & TrackingA rep-first workflow for turning follow-up conversion from a raw ratio into route actions, recovery checks, and cleaner manager review.
Read articleKPIs & TrackingA manager-focused scorecard for catching route coverage drift, follow-up aging, access misses, and account movement before the weekly review is too late.
Read articleKPIs & TrackingA practical sorting guide for lab reps and managers deciding which KPIs should change tomorrow's route and which belong in weekly review.
Read articleKPIs & TrackingA practical dashboard template for lab reps and managers who need daily field activity, follow-up aging, account activation, and route risk in one review habit.
Read articleKPIs & TrackingIf the only number you watch is quota, you're flying blind until month-end. Here's the 5-number dashboard Brandon teaches every lab rep he coaches — and how to build it in 10 minutes.
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