Sales activity and target planning calculator

Stop guessing what your sales target requires. Reverse-engineer the numbers.

Start with the revenue or unit target. This calculator works backwards through your average deal value and conversion assumptions to estimate the deals, qualified opportunities and starting leads your team may need.

Run the numbers ↓

Illustrative monthly requirement

$1.29M

6 closed deals

60 qualified opportunities

400 starting leads

Based on the current inputs. Adjust the calculator below to model your actual targets, deal value and CRM conversion data.

From target to activity plan

See what has to happen before the revenue can happen.

A sales target can look reasonable until it is translated into the volume of opportunities, leads and follow-up activity needed to support it. Use this tool as a planning model, then compare the assumptions against your actual CRM performance.

Set the outcome Choose a revenue or unit target and add the average value of a closed deal.

Add conversion assumptions Use your qualified-to-close ratio, top-of-funnel conversion and sales-cycle length.

Turn it into activity Review annual, monthly, weekly and daily requirements, then download or share the plan.

Build the planning model

Use verified CRM conversion data where possible. The default values are planning assumptions, not benchmarks for every sales team.

1 Set the target

Revenue goal Unit goal

Annual revenue goal The total revenue target for the planning period. Average deal value Your typical closed-won value.

2 Add conversion assumptions

Qualified opportunities per closed deal Example: 10:1 means ten qualified opportunities are needed to close one deal. Starting lead to qualified conversion Use the percentage of starting leads that become genuinely qualified.

Planning period Days Sales cycle Days

Sales motion

Planning note: A 15% starting-lead-to-qualified conversion rate is included as a neutral modelling assumption. Replace it with your own CRM data whenever possible.

Your required sales activity

Adjust the assumptions to see the activity your target may require.

Live calculation

Annual deals

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required

Monthly deals

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average

Monthly qualified

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opportunities

Monthly starting leads

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estimated

Activity funnel

Annual · monthly · weekly

Starting leads

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Qualified

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Closed deals

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Required activity Annual Monthly Weekly

Starting leads — — —

Qualified opportunities — — —

Closed deals — — —

Feasibility snapshot

Low risk

Win-rate pressure

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Conversion pressure

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Timing pressure

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Weekly management number

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Main pressure point

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CRM metric to watch

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Manager action

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Sales-team action

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Planning caution

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One useful conversation

The numbers tell you what activity is required. The next question is whether your process can support it.

Compare the assumptions against your CRM data, sales capacity and current pipeline. We can help you identify where the plan needs to be strengthened.

Start a conversation →