Sales & PartnershipsFree
Sales Activity Analysis Against Win Rates
Activity counts against outcomes, normalized for how long each deal stayed open, so the metric on your dashboard gets tested rather than assumed.
River writes a sheet, a chart and a short document. The sheet holds every activity metric you manage plus the ones worth testing, computed per open day and inside a fixed early window, with won and lost side by side. The chart plots each metric against outcome so the flat ones look flat. The document says which metrics to coach toward, which to score deals with, and which to stop reporting. Name your current targets, or it tests the usual ones.
The two corrections are what change the answer. Raw activity counts reward deals that lived longer, and won deals often stay open far longer than lost ones, three times as long in the illustrative example below. A two-fold activity gap can be entirely duration. Dividing by days open removes that. Counting only the first three weeks, on deals still open at three weeks, removes the other half: activity that happened because the deal was already going well.
Written for the sales manager about to set next quarter's activity targets, the revenue operations analyst asked to prove the current ones work, and the founder who inherited a dashboard nobody built on purpose. Run it before the targets are set rather than after, since a number already written into a comp plan is far harder to retire than one still being drafted. Which stage to aim the finding at is the conversion diagnostic, and the coaching that follows is the call coaching pack.
Why activity counts favour the deals that lasted
Counting events over unequal exposure is a solved problem everywhere except sales dashboards. Workplace injury reporting cannot compare a plant that worked 400,000 hours against one that worked 90,000, so the rule normalizes: total injuries times 200,000, divided by hours worked by all employees. Days open is the hours worked. Ranking won deals against lost ones on raw activity counts is the same error as ranking those two plants on injury counts alone, and it picks the same wrong plant.
The second failure is testing everything and reporting whatever cleared. Drug regulators are explicit about it: the FDA warns that as the number of measures tested grows, the chance of a false finding can rise well beyond 2.5 percent. The standard fix divides the pass mark by the number of tests. Fourteen activity metrics tested at the usual one-in-twenty mark yield 0.7 false passes from chance alone. The sheet prints how many were tested and holds every survivor to the stricter mark.
Take an illustrative company, Marloway Systems: twelve months, 640 opportunities, 520 of them won or lost. Won deals average 31.4 touches against 11.2 for lost, nearly three times as many. They also stay open 94 days against 31. Per day open the gap flips: 0.334 touches a day against 0.361. Inside the first 21 days it is 7.9 against 7.4. Their twelve-touch target separates win rates by 1.4 points, and reaching three buyer contacts separates them by 35.6.
How it works
Bring both exports
The activity log and the opportunity list, joined on the opportunity, with days open worked out.
Test what you manage
Your own targets first, raw and per open day, with the distance between those two answers reported.
Fix an early window
Recount inside a fixed early window, keeping only deals that were still open at the end of it.
Sort by control
Survivors split into what a rep can change, what the buyer decides, and what to stop reporting.
What you get
- Every metric you already manage, tested first and named in the output either way
- Activity per open day rather than per deal, so duration stops doing the work
- A fixed early window, counting only deals still open at its end, before results drive activity
- How many metrics were tested, and a stricter pass mark that accounts for that number
- Metrics split by who controls them, since a buyer behaviour is a score and not a target
- How many deals a fair test of each finding needs, against your actual deal volume
Common questions
Surely more activity helps. Why would it not?
It might, and this does not assume otherwise. What it refuses to accept is the raw comparison, because won deals in the illustrative example stay open 94 days against 31 for lost ones. Three times the window produces roughly three times the activity on its own, before anybody sells anything.
Why cut the window at three weeks?
Because activity after that point is partly an effect rather than a cause. A deal going well generates meetings, and counting those as inputs measures the outcome twice. Pick the window from your own cycle, keep only deals still open at the end of it, and run two alternatives as a check.
Our activity is auto-logged. Does that break this?
It changes which metrics are readable, not whether the analysis runs. Auto-logged email inflates volume evenly across won and lost, which is survivable. A sequencer firing on a schedule is worse, because it makes touch counts a property of the cadence rather than the rep. Say so and those rows are excluded.
What use is a metric the buyer controls?
Considerable use, in the right place. Inbound replies separate won from lost more sharply than anything a rep does, so they belong in deal scoring as an early warning. They do not belong on a scorecard, because instructing a rep to receive more replies is instructing them to be handed better accounts.
Is correcting for fourteen tests not overcautious?
The alternative is worse. Fourteen tests at the usual one-in-twenty pass mark yield 0.7 false passes on average, and in the illustrative example exactly one of the seven that cleared did not survive the stricter mark. Every metric tested is listed whether it passed or not, so you can see how many were tried. The same discipline applied to a manager's own forecast history is the forecast submission pack.
Does this prove multithreading causes wins?
No, and the document says so in those words. Deals where a second contact was reachable may simply have been better deals. What the sheet gives you is a ranked best guess and the experiment that would settle it, which is where the multithreading plan picks the work up.
Do we have the deal volume for this?
For a large effect, almost certainly. Detecting the 35.6-point gap in the illustrative example needs 30 opportunities in each group, just over a month of that company's pipeline. A five-point refinement needs 2,522 and about four years. The sheet prints both for your own volume, and the finding then goes into the deal review.
Sales Activity Analysis Against Win Rates
Describe what you need, add any files you have, and your workspace opens with the work already underway.