Sales PhysicianRevenue Optimization

Sample reports

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Newco Technologies is a fictitious company with 2 senior executives, 3 sales managers and 30 salespeople. Its results were scored exactly the way a real client's are. Every assessment produces these two reports.

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Sample only. The company and its results are fictitious.

Sales Physician Revenue Performance Assessment

Leadership Gap Report

Newco Technologies (sample) · September 18, 2026 · 32 respondents

Participation

RoleInvitedCompleted
Executives22
Sales managers33
Sales professionals3027

Individual answers are never shown. A role with fewer than 3 respondents is marked "directional": read it as an indication, not a firm result.

Scores by role

Overall Revenue Health64At Risk
Market Insight67At Risk
Sales Readiness60At Risk
Sales Execution64At Risk
CapabilityTeamExecutives2 peopledirectionalSales managers3 peopleSales professionals27 people
Market Insight™67706659
Customer Understanding71717566
Target Market Intelligence687165–
Target Account Intelligence62676356
Executive Access54566045
Value Messaging57675154
Market Positioning788372–
Proof & Credibility72796474
Customer Outcomes & Value Realization726778–
Sales Readiness™60696050
Tactical Sales Capability77758371
Sales Coaching58756138
Sales Development & Reinforcement49505343
Marketing Support52694740
CRM & Sales Technology58635852
Sales Process63755854
Organizational Alignment687561–
Sales Execution™64686558
Opportunity Creation62636459
Early Opportunity Influence62636756
Discovery Effectiveness62676456
Customer Commitment56605354
Opportunity Qualification56586150
Opportunity Strategy54505658
Value Creation & Recommendations69836461
Value Defence & Negotiation60635661
Pipeline & Forecast Health55635646
Growth Through Customer Success909289–
Continuous Learning & Revenue Improvement81838277

85+ Healthy 70–84 Developing 50–69 At Risk <50 Critical

Biggest gaps

Sales Coaching 37 points, significant

Executives rate Sales Coaching 75; sales professionals rate it 38. directional

  • "Sales managers consistently provide structured coaching that improves the capability and confidence of customer-facing professionals." (39 points apart)
  • "Our organization views coaching as an ongoing leadership responsibility that continuously improves customer-facing performance rather than as a response to performance problems." (38 points apart)

Marketing Support 22 points, notable

Executives rate Marketing Support 63; sales professionals rate it 40. directional

  • "Our marketing resources are practical, current and consistently used because they help customers better understand problems, opportunities and outcomes—not simply our products and services." (33 points apart)
  • "Marketing consistently provides customer-facing teams with relevant insights, content and tools that improve the quality of customer conversations." (21 points apart)

Sales Process 21 points, notable

Executives rate Sales Process 75; sales professionals rate it 54. directional

  • "Customer-facing professionals advance opportunities only when customers demonstrate meaningful progress through commitment or by taking the appropriate action." (36 points apart)
  • "Our sales process is consistently understood, applied and reinforced across customer-facing teams, managers and leadership." (22 points apart)

Pipeline & Forecast Health 18 points, notable

Executives rate Pipeline & Forecast Health 63; sales professionals rate it 44. directional

  • "Leaders consistently use pipeline reviews to improve customer progress, coaching effectiveness and opportunity quality rather than simply reviewing revenue projections or sales activity." (32 points apart)
  • "Revenue forecasts are consistently based on observable customer commitments, customer actions and objective qualification evidence rather than salesperson optimism or historical probability." (17 points apart)

Visibility gaps

Where a role often answered "Not sure", people cannot see whether this happens. That is a finding in itself.

  • Executives answered "Not sure" to 50% of statements on Sales Development & Reinforcement.
  • Executives answered "Not sure" to 50% of statements on Opportunity Strategy.
  • Sales professionals answered "Not sure" to 35% of statements on Pipeline & Forecast Health.
  • Executives answered "Not sure" to 33% of statements on Value Creation & Recommendations.
  • Executives answered "Not sure" to 33% of statements on Value Defence & Negotiation.

Next step

Sales Physician is preparing your full Revenue Optimization Plan, which will set out the probable root causes behind these results and a prioritized 90-day plan.

Prepared by Sales Physician. Scores run from 0 to 100. Role groups count equally in team scores. Individual answers are confidential and never reported.

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