Sales activity prioritization matrix

"A prioritization matrix is a simple tool that provides a way to sort a diverse set of items into an order of importance. It also identifies their relative importance by deriving a numerical value for the priority of each item.
The matrix provides a means for ranking projects (or project requests) based on criteria that are determined to be important. This enables a department to see clearly which projects are the most important to focus on first, and which,
if any, could be put on hold or discontinued." [oqi.wisc.edu/ resourcelibrary/ uploads/ resources/ Project_ Prioritization_ Guide_ v_ 1.pdf]
The sales activity prioritization matrix example was created using the ConceptDraw PRO diagramming and vector drawing software extended with the solution "Seven Management and Planning Tools" from the Management area of ConceptDraw Solution Park.

"As a discipline, task management embraces several key activities. Various conceptual breakdowns exist, and these, at a high-level, always include creative, functional, project, performance and service activities.
Creative activities pertain to task creation. In context, these should allow for task planning, brainstorming, creation, elaboration, clarification, organization, reduction, targeting and preliminary prioritization.
Functional activities pertain to personnel, sales, quality or other management areas, for the ultimate purpose of ensuring production of final goods and services for delivery to customers. In context these should allow for planning, reporting, tracking, prioritizing, configuring, delegating, and managing of tasks.
Project activities pertain to planning and time and costs reporting. These can encompass multiple functional activities but are always greater and more purposeful than the sum of its parts. In context project activities should allow for project task breakdown, task allocation, inventory across projects, and concurrent access to task databases.
Service activities pertain to client and internal company services provision, including customer relationship management and knowledge management. In context these should allow for file attachment and links to tasks, document management, access rights management, inventory of client & employee records, orders & calls management, and annotating tasks.
Performance activities pertain to tracking performance and fulfillment of assigned tasks. In context these should allow for tracking by time, cost control, stakeholders and priority; charts, exportable reports, status updates, deadline adjustments, and activity logging.
Report activities pertain to the presentation of information regarding the other five activities listed, including graphical display." [Task management. Wikipedia]
The example "Project tasks dashboard" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Status Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park.