SALES VISUALIZER / FIELD NOTES
Measure a configurator journey by the decisions it helps buyers make.

REVIEW LIST
1. Define one outcome that the sales team considers useful.
2. Name each event and keep the denominator consistent.
3. Review brief quality and observe where buyers misunderstand choices.
4. Document one improvement and assess it against the same definitions.

WORKED EXAMPLE
Worked example: a clearly defined completion rate
For a hypothetical review period, 120 sessions make a product selection and 30 reach a completed brief. Using those sessions as the denominator gives a 25% selection-to-brief rate. The figures are invented to explain the calculation, not a performance benchmark.
- Keep the definition and review period beside the rate.
- Review the 30 briefs for usable selections and unresolved questions.
- Confirm which briefs were actually delivered before counting received enquiries.

Read the guide: https://salesvisualizer.com/blog/measure-configurator-customer-journey/
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