01 / Diagnose

The Worktales Sales Excellence Diagnostic™

A structured assessment that shows you what is working well, what is not, and where to focus first.

90+
Assessment criteria
9
Assessment areas
3
Dimensions
When to commission it

Six indicators the Diagnostic is the right starting point.

The Diagnostic 3P Framework

3 dimensions. 9 assessment areas. 90+ assessment criteria.

The framework measures across performance, process, and people, so a finding can be traced to the part of the commercial system that produced it.

Dimension

What it measures

Executive question

Assessment areas

Performance

Commercial direction and business outcomes

Are we pursuing the right commercial direction and achieving desired business outcomes?

  • Commercial Direction 9 criteria
  • Commercial Performance 9 criteria

Process

Effectiveness, consistency, and governance of sales execution

Do we have effective and consistent sales processes that enable successful execution?

  • Sales Process 24 criteria
  • Pipeline Management 10 criteria
  • Sales Enablement 7 criteria
  • Sales Governance 10 criteria

People

Leadership, behavioural capability, and team effectiveness

Do we have the leadership, capability, and team effectiveness to achieve sustainable sales performance?

  • Sales Capability 6 criteria
  • Leadership Effectiveness 8 criteria
  • Team Effectiveness 8 criteria
Assessment methodology

How scores are produced.

Every criterion is scored on the same five-point maturity scale, so results are comparable across areas and repeatable over time.

RAG ratings

Applied to every assessment criterion, area, dimension, and to the overall score.

Commercial Performance criteria are evaluated against objective business data: revenue against target, growth trends, margin performance, and segment-level analysis. They are benchmarked where relevant comparators exist.

Data collection

Evidence-based by design.

Every assessment area is cross-validated across multiple sources. No finding rests on a single data point.

  1. 01

    Leadership Interviews

  2. 02

    Sales Team Interviews

  3. 03

    Insights Discovery® Evaluators

  4. 04

    Document Review

  5. 05

    CRM & Sales Data Analysis

  6. 06

    Meeting & Field Observation

  7. 07

    Sales Performance Reports

  8. 08

    Customer Feedback

    Optional

Sample output

The Sales Excellence Scorecard™

One page that tells leadership where the commercial system stands, area by area, and what to fix first.

Sales Excellence Scorecard™

Illustrative example

Overall: 1.9/4 · Amber

Perf.

  • Commercial Direction

    2.2

    AMB

  • Commercial Performance

    2.6

    AMB

Proc.

  • Sales Process

    1.4

    RED

  • Pipeline Management

    1.0

    RED

  • Sales Enablement

    1.6

    AMB

  • Sales Governance

    0.8

    RED

Peop.

  • Sales Capability

    1.7

    AMB

  • Leadership Effectiveness

    2.0

    AMB

  • Team Effectiveness

    2.3

    AMB

The Diagnostic always comes first. It determines what Develop and Deliver should contain.

Ready to see where your sales organization actually stands?

Book a discovery call and let’s talk about what’s holding your commercial team back, and what it would take to fix it.