Goals, Tracking, and Scorecards: The Best OSCs Do This

Early on I learned sales strategies and techniques. The most important one was how to game my earnings. At 20 years old I started leasing apartments and knew exactly how many people I needed to see to close a lease and get that extra bonus. I was naturally calculating in my head what was needed to hit the goals set out by my employer.

Fast forward 10 years and as an Online Sales Concierge and I was introduced to the 4 Disciplines of Execution. I was tasked by my supervisor to come up with a scoreboard and I went to work. At the time I had no idea that I was designing a tool that kept both myself and my marketing expert in lock step and that I was propelling myself to the best year of earnings I’d ever had.

We have to prioritize knowing both our lead and lag measures. While lead measures are the primary focus, if you don’t have the direction of the lag you won’t get there.

Knowing your goals and where they need to be is a financial investment in yourself.

First, let’s get a gauge of how many of us are actively tracking our progress: