Forms

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Daily Sales Report

    Daily Sales Report

           
    Name Target
    DateToday's sale
    FromAMMTD Sales
    ToPMBalance Target
    Route NoRRR
    S.No.Contact NamePhone noLead RankingStatusActionNext call on
    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    15
    16
    17
    18
    19
    Today's achievment
    Tomorrow's plan
    (Signature of Salesperson)(Signature of Sales Manager)

Lead Registert

    Lead Register

            
    S no
    Salesperson
    Contact Name
    Phone no
    Lead Ranking
    Status
    Action
    Next call on
    1
    2
    3
    4
    5

Sales Dashboard

    Sales Pipeline In The System

                       
    S.No.FOS
    Name
    From
    To
    Tot Calls
    Hit Ratio
    LR No 1
    Rs
    LR No 2
    Rs
    LR No 3
    Rs
    LR No 4
    Rs
    LR No 5
    Rs
    Tot
    Pipeline(Rs)
    Orders
    No
    Orders
    Value
    MTD
    Sales Value
    Target
    Monthly(Rs)
    RRR
    MNOC
    Per day
    MTBC
    Per day
    1
    2
    3
    4
    5
    Lead Source Break up
    Product Category Break up
    MNOC Tracking
    Sale Trail
    1Tot Leads
    Category 1
    Week1
    Week1
    2Direct Sales
    Category 2
    Week2
    Week2
    3ATL
    Category 3
    Week3
    Week3
    4BTL
    Category 4
    Week4
    Week4
    5Referral
    6Cross sell
    Tot

Reference Tree

    Reference Tree

               
    s.no.Month
    Salesperson
    Customer
    Vintage
    (Months)
    References
    (Number)
    References
    (Names)
    Contact No.
    Closed
    (Number)
    Loyalty
    Prog.
    Remarks
    1
    2
    3
    4
    5
    (Customers whose vintage is more than 6 months and have not given 3 references need to be probed by Sales Manager)

Funnel Tracking

    Sales Funnel Tracking

                                     
    Month:
    Sno
    Customer Name
    12345678910111213141516171819202122232425262728293031
    1abc
    2def
    3ghi
    4jkl
    5mno
    6pqr
    7stu
    8vwx
    9yxe
    10rre

Pipeline Engagement Review Report-Key Accounts

    Pipeline Engagement Review Report - Key Accounts

           
    Stage Code:
    S.No.
    Key Account
    Stage
    Remarks
    1Introductory Call
    12Call Installed
    23Desire Analysis
    34Need Analysis
    45Gap Analysis
    56Proposal
    67Gain Commitment
    78Secure Order
    89Deliver
    910CSI Tracking
    10

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