HubSpot is an inbound marketing and sales software platform that helps companies attract visitors, convert leads and close customers.

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Marketing & Sales Lead Goal Calculator

Learn How to Calculate Your 2019 SLA with this Template Available for Excel and Google Sheets

A customisable template for calculating & tracking goals with an SLA

  • Historically, marketing and sales teams have not had the strongest relationships. But companies that align their sales and marketing see an average 20% annual revenue growth, as opposed to the 4% at firms who's teams don't work together.

  • To help you ensure sales and marketing alignment at your company, we've built this customisable Service Level Agreement (SLA) template to help you calculate and agree upon your lead goals based on sales headcount and marketing & sales conversion rates.

  • We use this template here at HubSpot to monitor our sales close rates, assign dollar values to lead sources, track our monthly lead generation by channel and commit to a concrete monthly lead generation goal. Download this template today to start delivering on your SLA today.

Use this template to:

  • Determine the dollar value of marketing leads
  • Agree on an SLA between marketing and sales
  • Monitor the performance of different lead sources to target
  • Benchmark sales close rates across different segments

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Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!