You don't need a consultant to know whether your sales function is in trouble. You need ten honest answers and about fifteen minutes.

Open your CRM. Set a timer. Give yourself one point for every question you can answer "yes" to without guessing. If you'd have to go and ask someone, that's a "no".

The ten questions

  1. Can you say your total open pipeline value in under a minute?
  2. Is that pipeline at least three times your target for the period? (Rule of thumb: 3x to 4x is healthy. Under 2x is a warning.)
  3. Does every open deal have a next step with a date on it?
  4. Can you name your top three reasons for losing deals last quarter, from data and not from memory?
  5. Do you know your win rate on qualified deals, not on all leads?
  6. Did last quarter's forecast land within 15 percent of what actually closed?
  7. Could each rep tell you their number for this month without opening anything?
  8. Do you know how long your last hire took to become fully productive?
  9. Does your commission plan pay more for the deals you actually want, like healthy margin and new clients?
  10. Could the business close a normal month if you were offline for two weeks?

What your score says

Where you and your team disagree is usually where the problem lives.

What each "no" usually means

The step most people skip

Hand this list to your sales lead, or your most senior rep, and ask them to score it on their own without seeing your answers. Then compare.

If you scored question 7 a "yes" and your reps scored it a "no", you've just found a gap in how targets are communicated. That conversation is worth more than the score itself.

Scored under seven? The next step isn't more headcount. It's a proper look at where the pipeline, the process and the people are leaking. That's what an audit is for.