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Weekly Planner
Complete the following steps to plan your weekly calendar.
Review DataLocker’s historic data to help you understand how you can plan your weekly calendar.
Drag and drop or select the activities you want to put in your calendar. Remember to plan your time effectively.
Work Around Planned Meetings
You will find several pre-populated meetings that can’t be removed. These are based on the previous weeks’
activities. They were generated as such: prospecting last week generated discovery calls this week, and demos next
week/deals closed.
Using the provided historic data, calculate the number of prospects per hour so you can plan your week and reach
the target number of prospects. You should derive the average number of prospects per hour from the given historic
data. By analyzing the data, you can derive the prospects per hour, discovery calls per hour, demo prep per hour,
and demonstrations per hour.
You should also analyze the ratios between prospect conversions to discovery calls, discovery calls to
demonstrations, demo preps to demonstrations, and demonstrations to deals closed.
Not scheduling a 1-on-1 meeting with your manager or demo prep can negatively impact your number of prospects,
discovery calls, and demos to deals closed.
Note: DataLocker is trying to hit 47 prospects this week. You will need to schedule the right amount of prospecting
hours to meet the prospect goal.
I’m not quiet understanding what to do and how to figure out where to drag each box. I would like to
learn.
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