Sales Meetings

This metric tracks the number of meaningful sales interactions recorded in Bullhorn. It reflects the distinct count of Appointments where the appointment type indicates a sales activity.

Only Appointments linked to contacts or leads with a status of Customer, Support Contact, or Prospect are included. This ensures the metric reflects relevant sales activity.

Rules & Criteria:

• Only appointments with the following Appointment Types are included:
  • Introduction
  • Opportunity Meeting
  • Check-In
  • Hospitality Event
  • Key Meeting
• Each appointment is counted once, based on its unique Appointment ID.
• Each appointment needs to have an Appointment Owner
• Please Update meetings will be excluded from this metric.
• Only appointments linked to valid client contacts are included.
• Contact status must be one of the following:
  • Customer
  • Support Contact
  • Prospect
• Exclusions: any recruitment delivery meetings such as Job Intake, QBR/EBR, as well as any meetings held between the consultant and the contact.

Recognition:

• Sales: The Sales Representative who is the appointment owner.
• Recruiter: Not applicable for this metric.