Professional Documents
Culture Documents
FORM BPS Yusnita
FORM BPS Yusnita
FORM BPS Yusnita
"OTO Input"
This sheet is used to input the target data for the consultant
Print - Monthly Targets
This sheet is used to print the data that has been input. From this sheet, you can print 1) Monthly Target 2) Follow Up Target 3)
Simply select what you wish to print by entering the number (1-3) in cell N1
Please note that no data can be input on this sheet. It is only to be used for printing.
Print - Weekly Targets
This sheet divides the monthly target per week, giving the consultant a weekly target. Only the Monthly Target or Senior Manag
Before you print this form, you need to select if the current month has 4 or 5 weeks and what you wish to print (Monthly Target
Please note that no data can be input on this sheet. It is only to be used for printing.
Blank Target Form
This sheet is suitable to use for those consultants who wish to have a blank copy of the target sheet to be used by themselves
I.e. a blank target form can easily be printed from this sheet.
Calculations
This sheet is only used for calcuting the targets. No input can be done on this sheet
The key supporting tool for this report is the activity report (personal group). A guiding rule is that if the OTO is conducted befor
activity report and if the OTO is conducted after the 12th, use the current month. If you are having a OTO with a Gold Director
to use the Personal Group Activity report of the Gold Director. Instead, ask the Gold Director about his / her potential new leg a
this consultant. Hence, when having a OTO with a Gold Director and Up, the actual target setting will be done for a new potent
Start by filling in the personal data of the consultant; Name, consultant number, mobile number (if necessary) and previous mo
Section 1.
Check in the activity report and mark those consultants who haven't placed an order for the past 1 - 3 months. Calculate how m
in cell E6. Then, agree with the consultant of a possible target of consultants to be re-activated in this month. Fill in the monthly
the report assumes that these consultants places an average order of only 50 BP. I.e. the challenge for the consultant you are
many of these 1-3 months in-active consultants to buy something for themselves or their family / friends in the current month. K
sure that they have the current catalogue and are aware of the promotions of the month.
Section 2.
Again, check in the Activity Report and mark all the New Starters. Calculate how many they are and fill in the total in cell E12.
Then, agree of a target of these consultants to reach Welcome Program 1 in the current month. Fill in this target in cell E14
Mark all the WP1 consultants in the Activity report and calculate how many they are. Fill in the total in cell E16. Agree of a targe
to reach WP2 in the current month. Fill in this target in cell E18.
Mark all the WP2 consultants in the Activity report and calculate how many they are. Fill in the total in cell E20. Agree of a targe
to reach WP3 in the current month. Fill in this target in cell E22.
Section 3.
Mark all the WP3 and BC consultants in the Activity report and calculate how many they are. Fill in the total in cell E25. Agree o
to reach BC in the current month. Fill in this target in cell E27.
Section 4.
Ask the consultant who is in his / her core team. Fill in the name and consultant number of these consultants and set a recruitm
Please note that the name and consultant number of the consultant you are having an OTO with is being automatically filled in
In cell E39, it says 50%. This means that the report assumes that only 50% of all the targetted recruits will reach WP1 in the cu
can be changed if it is deemed to be necessary.
Section 5.
Finally, check in the Activity Report the number of active consultants. Fill in this number in cell E43 Then, agree of a target of c
current month and fill in this number in cell E45. Please note that this number includes all the Welcome Program and Business
consultants are withdrawn from this number in order to derive those consultants who are assumed to be 50 BP active.
Based on all the targets set, a total BP level and thus PD level will be calculated (at the top of the sheet). Check with the consu
and if not, increase some targets in the sheet.
If you wish to meet up with the consultant you are conducting a OTO with again, later on in the month, enter the agreed meetin
the meeting date has to be entered in the format dd/mm/yy (d-day, m-month, y-year). The report then automatically calculates
have achieved of the monthly targets in order to be inline with this. For example, if the next meeting date is on the 20th, the rep
30 days and therefore the consultant should have achieved 20/30 = 67% of the monthly targets by the 20th.
At this section, the report automatically calculates the targets that needs to be achieved in order to reach 10,000 BP and thus 2
checking the previous month's results (or current month YTD if you are looking at current month's AR) and maximising these to
The remaining BP in order to reach 10,000 is being derived by increasing the recruitment targets for the month.
get 2) Follow Up Target 3) Senior Manager Target
hly Target or Senior Manager Target can be printed from this sheet
h to print (Monthly Target or SM Target).
to be used by themselves.
3 months. Calculate how many these are and fill in the total
s month. Fill in the monthly target in cell E8. Please note that
or the consultant you are having the OTO with is to get as
nds in the current month. Key question to ask is to make
h, enter the agreed meeting date in cell L3. Please note that
automatically calculates how much the consultant should
date is on the 20th, the report assumes that each month has
Prev. month's PD level: 15% Target PD level this month: 15% Target BP this month: 5000
Number of WP 1 Consultants: 2
Number of WP 2 Consultants: 4
TOTAL: 13 x
5. Active Consultants
;\
50 BP = 500 x 50 BP =
(average order)
0
50 BP = 1,000 x 50 BP =
arget Welcome to Director Seminar!
ally calculcated These targets are automatically calculcated
0 30 x 50 BP = 1,480
0 15 x 100 BP = 1,155
0 2 x 100 BP = 200
0 3 x 100 BP = 340
0 12 x 150 BP = 1,800
15
15
15
15
9
9
50%
0 40 x 75 BP = 3,021
71
0 38 x 50 BP = 1,920
Monthly Target
Cons. Number: 5381316 Name: 0
Number of WP 1 Consultants: 5
Number of WP 2 Consultants: 4
Target
1. riani 5
2. asmah 5
3. sri sulastri 5
4. irma 5
5. sani 3
6. desi 3
7.
8.
% of New Recruits to reach WP1 this month: 50%
TOTAL: 13 x
5. Active Consultants
Number of Active consultants: 89
50 BP = 500
(average order)
100 BP = 1,000
100 BP = 300
100 BP = 300
150 BP = 1,800
75 BP = 975
(average order)
50 BP = 1,000
1
r Seminar
Weekly Targets Week 1 Week 2 Week 3
Target: 2 2 2
1. 1-3 months non-active Consultants
Actual:
Target: 0 0 0
WP2 Consultants
Actual:
Target: 1 1 1
WP3 Consultants
Actual:
Target: 2 2 2
3. BC Consultants
Actual:
4. Recruitment Target
Target: 1 1 1
riani
Actual:
Target:
asmah
Actual:
Target:
sri sulastri
Actual:
Target:
irma
Actual:
Target:
sani
Actual:
Target:
desi
Actual:
Target:
Actual:
Target:
Actual:
Target: 5 5 5
5. Active Consultants
Actual:
Week 4 Week 5 TOTAL: Number of weeks in the month
2 2 10 (4 or 5)? 5
What do you wish to print? 1
1. Monthly Target
2 2 10 2. Welcome to Director Seminar
0 0 2
1 1 3
2 2 12
1 1 5
5 5 25
Monthly Target
Cons. Number: Name:
Number of WP 1 Consultants:
Number of WP 2 Consultants:
Target
1.
2.
3.
4.
5.
6.
7.
8.
% of New Recruits to reach WP1 this month: 50%
TOTAL: x
5. Active Consultants
Number of Active consultants:
50 BP =
(average order)
75 BP =
100 BP =
125 BP =
150 BP =
75 BP =
(average order)
50 BP =
1. 1 - 3 months non-active Consultants
Number of WP 1 Consultants: 2
Number of WP 2 Consultants: 4
Number of BC Consultants: 14
Target
5
5
5
5
3
3
0
0
% of New Recruits to reach WP1 in this month 50%
TOTAL: 13 x 75 BP =
5. Active Consultants
Number of Active consultants 89
Target Achievement:
SM Target:
500 30 80% 1,480
SM Target:
750 15 70% 1,155
SM Target:
200 2 75% 200
SM Target:
375 3 85% 425
SM Target:
1,800 12 70% 1,800
15 19%
9 12%
9 12%
0%
0%
50%
975 40 3,021
SM Target:
71 80%
-100 38 1,920
Follow up OTO
Days in the month: 30
Target Achievement: 0%