Atrium has 100+ pre-built AE, SDR, and AM / CSM metrics that can be remixed in thousands of ways to help you be amazing at data-driven sales management.
Hereโs how to use them for different roles, use cases, and more.
Table of Contents:
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Suggested Metrics by Discipline
These are basic and more advanced metrics for measuring inputs, outputs, and efficiency / quality for SDRs, AEs, and AM / CSMs. See all Atrium metrics here.
SDR Metrics | ๐ง ๐ Input Metrics | ๐ฃ Outputs Metrics | ๐๐ผ Efficiency / Quality Metrics |
To Start ๐ข | |||
Advanced โฌฅโฌฅ |
AE Metrics | ๐ง ๐ Input Metrics | ๐ฃ Outputs Metrics | ๐๐ผ Efficiency / Quality Metrics |
To Start ๐ข | |||
Advanced โฌฅโฌฅ |
CSM / AM Metrics | ๐ง ๐ Input Metrics | ๐ฃ Outputs Metrics | ๐๐ผ Efficiency / Quality Metrics |
To Start ๐ข |
|
||
Advanced โฌฅโฌฅ |
Suggested Goals by Discipline
These are suggested intervals and levels for setting and measuring goals on a variety of input, output, and efficiency metrics. Use these levels as a jumping off point for setting your own goals in Atrium.
๐ AE Goals |
๐ Interval |
๐ ๐ Ranges |
Per Week - Per Month |
7-15 per week |
|
Per Week |
20 - 50 |
|
Right Now |
20 - 50 |
|
Right Now |
$200k - $3m |
|
Per Week - Per Month |
2 - 10 Per Week (Highly motion dependent) |
|
Trailing 90 Days - Trailing 180 Days |
15% - 30% |
|
Trailing 90 Days - Trailing 180 Days |
Motion Dependent |
|
Trailing 90 Days - Trailing 180 Days |
5 days - 6 months (lol. Motion dependent) |
|
Per Month - Per Quarter |
||
Per Month - Per Quarter |
$30k / mo - $500k / qtr. (Motion dependent) |
|
This Quarter / Forward 90 Days |
3-5x of bookings goal! |
|
Now |
0 - 20 (Motion dependent - but really zero!) |
|
Trailing 90 Days - Trailing 180 Days |
Depends, per stage. |
|
Trailing 90 Days - Trailing 180 Days |
Depends, per stage. |
๐ SDR Goals |
๐ Interval |
๐ ๐ Ranges |
Per Week |
150 - 300 |
|
Per Week |
100 - 200 |
|
Per Week |
50 -100 |
|
Per Week - Per Month |
10 - 40 per week |
|
Per Week - Per Month |
30 - 120 Per Week |
|
Per Month - Per Quarter |
5 / week - 5 / month |
|
Trailing 30 Days - Trailing 90 Days |
2-5% |
|
Trailing 30 Days - Trailing 90 Days |
100 - 200 |
|
Trailing 30 Days - Trailing 90 Days |
TBD |
|
Trailing 30 Days - Trailing 90 Days |
2 - 5 |
|
Trailing 30 Days - Trailing 90 Days |
4 - 6 |
Metrics by Use Case
Use these metrics (starter and more advanced) in Dashboards, Alert Feeds, and Goals to address particular areas of importance. And then bundle them together in Folders.
All Metrics
This is a resource for all of Atrium's hundreds of metrics cards.
They're generally broken up into these buckets: