Frappe PMM
Sales Metrics
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Last updated on 24th March, 2026
Sales Metrics
| Category | Frequency | Parameter / Stage | Description | Score / Probability |
|---|---|---|---|---|
| Quick Enquiry Response | Fortnightly | Enquiry Acknowledgement | Every customer enquiry should be acknowledged within 5 minutes to build trust from the first interaction. | — |
| Fortnightly | CRM Assignment | CRM automatically assigns a responsible person so no enquiry remains unattended. | — | |
| Fortnightly | SLA Response Time | Defined 6 hours response timelines ensure the team contacts the customer within the committed SLA time. | — | |
| Post Demo Feedback | Fortnightly | Feedback Collection | Customer feedback should be collected after every demo. | — |
| Fortnightly | Demo Rating | Customer rates the demo and provides improvement suggestions. | — | |
| Fortnightly | Improvement | Feedback helps improve future discussions and demonstrations. | — | |
| BANT Qualification | Fortnightly | Qualification Method | Leads are evaluated based on Budget, Authority, Need, and Timeline (BANT) parameters. | — |
| Fortnightly | Hot Lead | Highly qualified opportunity | Score ≥ 10 | |
| Fortnightly | Warm Lead | Medium potential opportunity | Score 7–9 | |
| Fortnightly | Cold Lead | Low potential opportunity | Score 4–6 | |
| Fortnightly | Disqualified | Lead does not meet qualification criteria | Score < 4 | |
| Fortnightly | Auto Disqualification Rule | If Budget = No and Need is not Strong, the lead is automatically disqualified. | — |
Quick Enquiry Response
Enquiry Acknowledgement
Every customer enquiry should be acknowledged within 5 minutes to build trust from the first interaction.
Fortnightly
CRM Assignment
CRM automatically assigns a responsible person so no enquiry remains unattended.
Fortnightly
SLA Response Time
Defined 6 hours response timelines ensure the team contacts the customer within the committed SLA time.
Fortnightly
Post Demo Feedback
Feedback Collection
Customer feedback should be collected after every demo.
Fortnightly
Demo Rating
Customer rates the demo and provides improvement suggestions.
Fortnightly
Improvement
Feedback helps improve future discussions and demonstrations.
Fortnightly
BANT Qualification
Qualification Method
Leads are evaluated based on Budget, Authority, Need, and Timeline (BANT) parameters.
Fortnightly
Hot Lead
Score ≥ 10Highly qualified opportunity
Fortnightly
Warm Lead
Score 7–9Medium potential opportunity
Fortnightly
Cold Lead
Score 4–6Low potential opportunity
Fortnightly
Disqualified
Score < 4Lead does not meet qualification criteria
Fortnightly
Auto Disqualification Rule
If Budget = No and Need is not Strong, the lead is automatically disqualified.
Fortnightly
