Self-Assessment Tool

Sales Metrics Self-Assessment

An indicative self-assessment reflecting only the figures you enter — not a benchmark against external data

1. What is your primary business segment?

Private Banking & Wealth Management
Insurance & Brokerage
Retail & Corporate Banking
Asset Management
Other Financial Services

2. What is the size of your active sales team?

1 - 5 Representatives
6 - 15 Representatives
16 - 30 Representatives
31 - 50 Representatives
More than 50 Representatives

3. What is your team's average B2B win rate?

Less than 15%
15% - 25%
26% - 35%
More than 35%

4. What is your average contract/deal size (€)?

Less than €25k
€25k - €100k
€100k - €500k
More than €500k

5. How many qualified sales opportunities does your team manage annually?

Less than 50 opportunities
50 - 200 opportunities
201 - 500 opportunities
More than 500 opportunities

6. What is your average sales cycle duration?

Less than 3 months
3 - 6 months
6 - 12 months
More than 12 months

7. Enter your corporate email to generate your self-assessment report

Your reported win rate

0%

Your Self-Assessment

Calculating your self-assessment from the figures you entered...

Estimated Annual Revenue From Your Reported Pipeline

€0

This is an indicative self-assessment computed only from the figures you entered above. It is not benchmarked against external or industry data, and it is not a certified or regulatory diagnostic.