Appointment Setting Rate

The success rate at which sales calls or contacts result in setting an appointment, indicating effectiveness of initial engagement.

Formula

(Number of Appointments Set / Number of Calls or Contacts Made) * 100

Example

If 300 calls lead to 30 appointments, the setting rate is (30/300)*100 = 10%.

Other Activity Tracking KPIs

• Demo or Presentation Rate
• Follow-Up Contact Rate
• Lead Response Time
• Number of Calls Made
• Opportunity Follow-Up Time