• Key KPIs like win rates, time to milestone, conversion and client responsiveness can now be tracked and compared across individuals, teams and sectors.
• MadeMarket gives firms the hard data to evaluate both people and teams — turning reviews from recollection into a fact-based process.
• With dashboards, tracking logs and custom reports built around banker workflows, reviews become faster to prepare and far more useful for building better teams.

Performance reviews are stronger when they’re backed by data. With MadeMarket, firms can draw on live data covering business development, deal execution, collaboration, client service and more — at both the individual and team level.

The result is a clearer view of who’s contributing, how groups are performing across deals or sectors and where there are opportunities to coach or rebalance resources. Reviews become not only fairer and faster to prepare, but also more valuable for developing deal makers and strengthening teams.

‍What to track: Essential KPIs for banker reviews

The best reviews balance outcomes with contributions. Closing a deal is the obvious benchmark, but the work that builds toward that outcome — sourcing, pushing processes forward, keeping clients updated — deserves recognition too.  

Business development KPIs you can track with MadeMarket:

• Outreach volume and responsiveness (emails, calls, meetings logged).
• Conversion into real opportunities tied to the BD funnel.
• Relationship traction, measured by engagement with outreach and follow-ups.

Hard data on sourcing activity makes it possible to separate effort from results. A banker with high outreach but low conversion may need coaching on targeting, while strong conversion with modest outreach may signal efficiency that can be scaled. Tracking relationship traction also helps firms understand whether coverage is deepening in the right places, instead of relying on anecdotes about “strong relationships.”

Deal execution KPIs you can track with MadeMarket:

• Milestone completion: NDAs, CIMs, diligence steps, bids tracked on time.
• Distribution efficiency: how quickly and accurately key materials are sent.
• Target list contributions: adding, refining, and managing progress.
  

Execution metrics provide a baseline for how reliably processes are moving forward. When milestone timing is consistently slow in one group, leaders can pinpoint whether it’s resourcing, training, or process design. Tracking distribution efficiency and target list contributions ensures credit doesn’t just flow to closers, but also to those who keep deals advancing and buyers engaged.

‍Collaboration & team impact KPIs you can track with MadeMarket:

• Task completion and timeliness across deal templates.
• Responsiveness to comments and updates within the platform.
• Workload vs. output balance, visible through the staffing matrix.

With MadeMarket, collaboration metrics are built into the deal workflow itself, so leaders can see who’s consistently keeping the process on track.

Collaboration data exposes patterns that are otherwise invisible — who responds quickly, who carries disproportionate load and who quietly keeps processes on schedule. This helps firms balance staffing, prevent burnout and recognize bankers who contribute heavily to group performance even if their name isn’t on the closing dinner invite.

‍Client service KPIs you can track with MadeMarket:

• Frequency and timeliness of client updates.
• Accuracy and completeness of reporting.
• Responsiveness on requests or follow-ups.

Client updates and responsiveness are often the difference between a smooth process and a strained relationship. By making the cadence and quality of updates visible, firms can spot where standards are slipping or where teams excel at keeping clients informed. This turns client service into a measurable, comparable performance dimension — not just a matter of subjective feedback.

‍Team and firm-level visibility

Performance isn’t just about individuals — it’s also about how teams, groups, and the firm overall are executing. MadeMarket makes it easy to slice the same data by team, deal, sector or role, so leaders can evaluate contributions in context.

That means reviews aren’t just about “what did you do?” but also “how did your team perform under your leadership?” or “how does your coverage group compare to others?” This helps firms benchmark effectiveness across groups and spot where resources or coaching could shift outcomes.

Some traditional performance KPIs become much more actionable when viewed this way:

• Win rates and close rates by banker, team, or sector.
  
• Time to milestone (e.g., NDA executed, CIM distributed) as an indicator of execution efficiency.
  
• Conversion rates from pitches to signed mandates, or from outreach to engagement.
  
• Response rates to deal outreach, showing traction with the buyer universe.
  
• Fee size and economics captured relative to opportunities pursued.
  
  

With MadeMarket, these metrics don’t require manual reconstruction. They’re often logged automatically through deal templates and outreach tracking, then aggregated in dashboards or reports that can be filtered by team, sector or even specific roles.

The result: performance reviews reflect not just individual effort, but how bankers contribute to their teams and the firm’s overall success.

‍How MadeMarket makes this possible

MadeMarket doesn’t replace judgment — it adds facts where judgment used to be the only tool. By making activity logging faster, easier, and more reliable, it ensures the data that feeds reviews is both consistent and complete.

• Staffing matrix: A firmwide view of who is staffed on which projects, and at what intensity, helps leaders evaluate output in context. High performers aren’t penalized for being overloaded, and underutilized bankers are easier to spot.‍
• Activity and tracking logs: MadeMarket streamlines and automates data collection, making it easier for bankers to update their tracking logs with uniform, high quality data on deals and relationships—12X faster. That gives firms a reliable, consistent baseline for evaluating performance.‍
• Dashboards built for bankers: Deal and pipeline dashboards are designed around the way bankers actually work, so contributions to sourcing, execution, and client service are easy to see at both the individual and team level. The clarity makes performance reviews more data-driven — without adding complexity.‍
• Custom reporting: Reports on key metrics — from win rates and conversion to milestone timing and response rates — can be auto-generated and easily shared. Reviews can be segmented by role (junior, mid-level, senior) and by team, deal, or sector, so performance is measured against the right expectations and context.
  

With MadeMarket, performance reviews move beyond memory and anecdotes.

They become faster to prepare, grounded in facts and more valuable for understanding both individual contributions and team performance. Firms that take this approach aren’t just evaluating the past — they’re training juniors better, building better teams, and leading more competitive firms.

Learn more: Future-Proofing Your Investment Bank With MadeMarket’s Purpose-Built CRM‍

And to explore what MadeMarket can do for you, connect with a member of our team to get started with a demo!