What matters
A report should connect acquisition, response and sales outcomes. Include enough context to understand changes, and assign an action rather than treating the meeting as a reading of disconnected totals.
Put it into practice
- Review the full inquiry path
- Select one observed bottleneck
- Assign an action and owner
An example in practice
The team sees more inquiries but fewer useful conversations. The weekly review examines response gaps before changing the campaign budget.
What to track
Track action completion and the related commercial indicator.