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SDR pipeline calculator

SDR meetings needed for a revenue goal: a funnel calculator

Try it: meetings needed for a revenue goal

The defaults are example figures, not benchmarks. Use your own CRM history.

Track this for every rep on one dashboard. The SDR Programme Playbook has the KPI library and six trackers. £29 + VAT.See the Playbook

With the defaults, £500,000 at £25,000 a deal needs 20 deals. At a 20% win rate that is 100 opportunities. At a 45% meeting to opportunity rate, it is 223 held meetings.

Free: the SDR KPI Cheat Sheet. The KPI tree, 15 sourced benchmarks, an early warning checklist and a capacity model. Two printable pages. Get it free

How the calculator works

  1. Deals needed is the goal divided by the average deal, rounded up.
  2. Opportunities needed is deals divided by the win rate, rounded up.
  3. Held meetings needed is opportunities divided by the meeting to opportunity rate, rounded up.

Where the rates come from

Use rates from your own CRM for the last two quarters. Use the same definition of opportunity each time. For the meeting rate, see the meeting to opportunity rate guide.

Turn meetings into SDR headcount

Next, set a fair goal for new reps with the ramp quota calculator.

Questions

How many meetings does an SDR team need to hit a revenue goal?

Divide the goal by deal size, then by win rate, then by meeting to opportunity rate. The calculator does the steps.

Which rates should I use?

Use your own CRM history for two quarters, with one written definition of opportunity.

Does this include SDR ramp time?

No. It gives held meetings. Set ramped goals separately.

Also: SDR capacity planner.

SDR meeting to opportunity rate

The formula, public benchmarks and what to check when it is low.

SDR cost per meeting calculator

Pay, on-costs and tools divided by meetings held and accepted.

SDR ramp quota calculator

A fair quota for each of a new rep's first months.

The SDR Programme Playbook

Turn this into a programme you can run

14 Notion modules and 6 working trackers for SDR leaders. KPI library, comp calculator, cadence builder, interview scorecard, tool scorecard and a 90-day roadmap. £29, one payment, plus VAT for UK and EU buyers.

Treat benchmarks as starting points. Tune them to your market, deal size and sales cycle. Every figure shows its source and year.