New account cycle time

Definition

Sales people often have timelines to evaluate a new prospect, gather data and submit the information to the Credit Analyst to open an account. KPI: Establish the KPI required to evaluate an account (taking into consideration relevant escalations to higher management for large account approval). All New Account data is submitted online (using either simple email) or more easily, Sharepoint, and approval is confirmed by the Credit Analyst within the specified time frame. Catch - this is

Formula

Tags

idea, sales, email, newsletter, escalation, internet, department