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The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Mar 29, 2021

In episode 348 of Financially Simple, Justin talks to Jeff Jeter of Heritage Investors about KPIs, PIs and KRIs for Sales.

When it comes to Key Performance Indicators for tracking Sales, the types of indicators are numerous and can also be specific to your business model. In this episode, Justin and Jeff look at how many indicators there are for Sales, the most important ones to track, and some that are unique to Heritage Investors type of business.

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00:45 - Sales KPIs, PIs and KRIs, with Jeff Jeter

04:39 - How Many Indicators are Being Tracked

07:03 - Present Indicators

07:55 - The Most Important Indicators

11:08 - Unique Indicators for Heritage Investors

12:25 - Top Five Sales KPIs

16:24 - Summary



Jeff Jeter, Heritage Investors

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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

#sales #kpis #keyperformanceindicators #smallbusiness