Total Wkng Days 26 01/Aug,Saturday

Wkng Days Gone 25 Hand Overs Jag

Current Month Target 0

Jag LR
Jay 0 2

Leads
New Existing Walk In
Jag LR Jag LR Jag LR
May-20 0 0 0 0 0 0
Jun-20 0 0 0 0 0 0
Jul-20 0 0 0 0 0 0
Suggested 0 0 0 0 0 0
Target 3 8 0 1 4 4
Ratios Based on Target
Suggested targets are based on the averages of last 3 months and are an indication. TLs may use the s
Bght Fwd Jag LR Total
Leads 50 144 194
Opptys 2 14 16
Contracts 0 1 1

8/29/2020 MTD Run Rate

Today MTD Target Required Status
Jag 5 3 3 2
Leads
LR 14 8 8 6
Existing Jag 0 0 0 0
Customer Leads LR 0 1 1 -1
Jag 3 4 4 -1
Walkin Leads
LR 2 4 4 -2
Jag 2 2 2 0
TDs
LR 8 6 6 2
Existing Jag 0 0 0 0
Customer's TD LR 1 0 0 1
Walk In Jag 2 3 3 -1
Customer's TD LR 1 3 3 -2
Jag 0 3 3 -3
Opportunity
LR 2 4 4 -2
Jag 0 0 0 0
Contracts
LR 0 2 2 -2
Jag 0 0 0 0
Handover
LR 0 2 2 -2
Jag 2 0 0 2
Lost Sales
LR 0 0 0 0
Maximizer Jag 2 21 -20
22
Quotes Sent
Maximizer
22
Quotes Sent LR 8 0 8
Jag 3 6 -3
6-Step Demo 6
LR 3 0 3
Visits - New Prospect 21 0 0 21
Visits - Existing Customer 16 5 5 11
Prospect Calls 20 401 375 361 26
Lost Sales Leads Call 0 20 19 -20
Emailer Sent - New 2000 500 481 1500
Emailer Sent - Existing 0 0 0 0
Emailers - Replies 1 0 1
Whatsapp Sent - New 3863 3000 2885 863
Whatsapp Sent - Existing 450 1000 962 -550
Whatsapp - Replies 22 0 22
SMS Sent - New 22600 70600 20000 19231 50600
SMS Sent - Existing 0 0 0 0
SMS - Replies 10 0 10
E-Papers Shared 0 0 0 0
E-Mag Shared 90 0 0 90
Existing Customer Contacted 40 10 10 30
Follow Up 10 448 400 385 48
Evaluations 3 5 5 -2
Trade Ins 0 0 0 0
FFE 0 0 0 0
Events 0 0 0 0

Crry Frwd Jag LR Total

Leads 56 160 216
Opptys 0 16 16
Contracts -2 1 -1
day Enter 1st of current month
LR
2

Test Drive
New Existing Walk In Opportunities
Jag LR Jag LR Jag LR Jag
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
2 6 0 0 3 3 3
67% 75% 0% 0% 75% 75% 60%
dication. TLs may use the same or fix their own.

40% Fresh Lead to TD Ratio

57% Fresh Lead to TD Ratio
0% Existing Lead to TD Ratio
0% Existing Lead to TD Ratio
67% Walk In Lead to TD Ratio
50% Walk In Lead to TD Ratio
60% TD to Oppty Ratio
14% TD to Oppty Ratio
67% Oppty to Contract
400% Oppty to Contract
0% Contract to Handovr
13% Contract to Handovr
0% Lead to Evaluation Ratio
0% Evaluation to Trade In Ratio
Opportunities Contracts Handover Lost Sale
LR Jag LR Jag LR Jag LR
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 1 1 0 0
4 0 2 0 2 0 0
44% 0% 50% 0% 100%
 Other KPI's
Maximizer Quotes 22
6-Step Demo 6
Visit - New 0
Visit - Existing 5
Prospect Calls 375
Lost Sales Call 20
Email - New 500
Email - Existing 0
Whatsapp - New 3000
Whatsapp - Existing 1000
SMS - New 20000
SMS - Existing 0
E-Paper 0
E-Mag 0
Existing Customer Contacted 10
Follow Ups 400
Evaluations 5
Trade Ins 0
FFE 0
Event 0
 KPIs Jay MTD Run Rate
Today MTD Target Required Status
Jag 5 3 3 2
Leads
LR 14 8 8 6
Existing Jag 0 0 0 0
Customer
Leads LR 0 1 1 -1
Jag 3 4 4 -1
Walkin Leads
LR 2 4 4 -2
Jag 2 2 2 0
TDs
LR 8 6 6 2
Existing Jag 0 0 0 0
Customer's TD LR 1 0 0 1
Walk In Jag 2 3 3 -1
Customer's TD LR 1 3 3 -2
Jag 0 3 3 -3
Opportunity
LR 2 4 4 -2
Jag 0 0 0 0
Contracts
LR 0 2 2 -2
Jag 0 0 0 0
Handover
LR 0 2 2 -2
Jag 2 0 0 2
Lost Sales
LR 0 0 0 0
Maximizer Jag 2 21 -20
22
Quotes Sent LR 8 0 8
Jag 3 6 -3
6-Step Demo 6
LR 3 0 3
Visits - New Prospect 21 0 0 21
Visits - Existing Customer 16 5 5 11
Prospect Calls 20 401 375 361 26
Lost Sales Leads Call 0 20 19 -20
Emailer Sent - New 2000 500 481 1500
Emailer Sent - Existing 0 0 0 0
Whatsapp Sent - New 3863 3000 2885 863
Whatsapp Sent - Existing 450 1000 962 -550
SMS Sent - New 22600 70600 20000 19231 50600
SMS Sent - Existing 0 0 0 0
E-Papers Shared 0 0 0 0
E-Mag Shared 90 0 0 90
Existing Customer Contacted 40 10 10 30
Follow Up 10 448 400 385 48
Evaluations 3 5 5 -2
Trade Ins 0 0 0 0
FFE 0 0 0 0
Events 0 0 0 0
Jag New Lead to TD Ratio 40%
LR New Lead to TD Ratio 57%
Jag Existing Lead to TD Ratio 0%
LR Existing Lead to TD Ratio 0%
Jag Walk In Lead to TD Ratio 67%
LR Walk In Lead to TD Ratio 50%
Jag TD to Oppty Ratio 0%
LR TD to Oppty Ratio 20%
Jag Oppty to Contract 0%
LR Oppty to Contract 0%
Jag Contract to Handovr 0%
LR Contract to Handovr 0%
 Hand Overs Jag LR
Current Month Target 0 2

Leads Test D
New Existing Walk In New
Jag LR Jag LR Jag LR Jag
May-20
Jun-20
Jul-20
Suggested 0 0 0 0 0 0 0
Target 3 8 0 1 4 4 2
Ratios Based on Target 67%

1-Aug 2-Aug 3-Aug 4-Aug 5-Aug 6-Aug 7-Aug

Jag 0 0 0 0 0
Leads
LR 5 2 0 0 0
Existing Jag 0 0 0 0 0
Customer Leads LR 0 0 0 0 0
Jag 0 0 0 0 0
Walkin Leads
LR 0 0 0 0 0
Jag 0 0 0 0 0
TDs
LR 0 1 2 0 1
Existing Jag 0 0 0 0 0
Customer's TD LR 0 0 0 0 0
Walk In Jag 0 0 0 0 0
Customer's TD LR 0 0 0 0 0
Jag 0 0 0 0 0
Opportunity
LR 0 0 0 0 0
Jag 0 0 0 0 0
Contracts
LR 0 0 0 0 0
Jag 0 0 0 0 0
Handover
 Handover
LR 0 0 0 0 0
Jag 0 0 0 0 0
Lost Sales
LR 0 0 0 0 0
Maximizer Jag 0 0 0 0 0
Quotes Sent LR 0 0 1 0 0
Jag 0 0 0 1 0
6-Step Demo
LR 0 0 0 0 0
Visits - New Prospect 0 0 2 1 1
Visits - Existing Customer 1 2 0 1 1
Prospect Calls 15 15 17 18 18
Lost Sales Leads Call 0 0 0 0 0
Emailer Sent - New 0 0 0 0 0
Emailer Sent - Existing 0 0 0 0 0
Emailers - Replies 0 0 0 0 0
Whatsapp Sent - New 0 1250 0 0 0
Whatsapp Sent - Existing 90 90 0 0 0
Whatsapp - Replies 0 5 0 0 0
SMS Sent - New 24000 0 0 0 0
SMS Sent - Existing 0 0 0 0 0
SMS - Replies 5 0 0 0 0
E-Papers Shared 0 0 0 0 0
E-Mag Shared 90 0 0 0 0
Existing Customer Contacted 0 0 1 0 0
Follow Up 6 34 18 19 24
Evaluations 0 0 0 0 0
Trade Ins 0 0 0 0 0
FFE 0 0 0 0 0
Events 0 0 0 0 0
 Test Drive
New Existing Walk In Opportunities Contracts Handover Lost Sale
LR Jag LR Jag LR Jag LR Jag LR Jag LR Jag

0 0 0 0 0 0 0 0 0 1 1 0
6 0 0 3 3 3 4 0 2 0 2 0
75% 0% 0% 75% 75% 60% 44% 0% 50% 0% 100%

8-Aug 9-Aug 10-Aug 11-Aug
1 0
1 0
0 0
0 0
0 0
0 1
0 0
0 0
0 0
0 0
0 0
0 1
0 0
2 0
0 0
0 0
0 0
12-Aug 13-Aug 14-Aug 15-Aug 16-Aug 17-Aug 18-Aug 19-Aug
0 0 0 0 1 0
0 0 0 1 2 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 1 0
0 0 0 0 0 0
0 0 0 0 0 0
0 1 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 1
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 1 0
0 1 0 0 0 4 2 0
0 0 0 0 0 1 0 0
1 0 0 0 0 0 0 1
0 0 0 0 1 2 1 1
0 0 0 0 0 1 2 1
18 16 18 20 18 17 16 15
0 0 0 0 0 0 0 0
0 0 0 500 0 500 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 1 0 0
0 0 1250 0 0 0 0 7
0 0 90 0 0 90 0 0
0 0 5 0 0 2 0 0
24000 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
5 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
20 0 0 3 2 0 0 7
17 25 26 22 16 28 27 34
0 0 0 0 0 0 1 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
 Other KPI's
Lost Sale Maximizer Quotes 22 Bght Fwd Jag LR Total
LR 6-Step Demo 6 Leads 50 144 194
Visit - New 0 Opptys 2 14 16
Visit - Existing 5 Contracts 0 1 1
Prospect Calls 375
0 Lost Sales Call 20 Crry Fwd Jag LR Total
0 Email - New 500 Leads 56 160 216
Email - Existing 0 Opptys 0 16 16
Whatsapp - New 3000 Contracts -2 1 -1
Whatsapp - Existing 1000 Copy the items in grey cell and paste it in
SMS - New 20000 the next month sheet
SMS - Existing 0
E-Paper 0
E-Mag 0
Existing Customer
Contacted 10
Follow Ups 400
Evaluations 5
Trade Ins 0
FFE 0
Event 0

20-Aug 21-Aug 22-Aug 23-Aug 24-Aug 25-Aug 26-Aug 27-Aug 28-Aug 29-Aug 30-Aug
1 0 1 0 0 0 0 1
1 0 1 0 1 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
1 0 1 0 0 0 0 0
0 0 1 0 0 0 0 0
0 0 1 0 0 0 1 0
2 0 0 0 1 0 0 0
0 0 0 0 0 0 0 0
1 0 0 0 0 0 0 0
0 0 1 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
 0 0 0 0 0 0 0 0
0 1 0 0 0 1 0 0
0 0 0 0 0 0 0 0
0 0 1 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 1 0
0 0 1 0 0 0 0 0
2 1 2 1 2 1 2 1
1 0 1 1 1 1 1 1
17 18 20 22 20 22 20 21 20
0 0 0 0 0 0 0 0
0 0 500 500 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 1356 0 0 0 0 0
0 0 90 0 0 0 0 0
0 0 10 0 0 0 0 0
0 0 0 0 0 0 0 0 22600
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
1 0 2 1 0 1 2 0
24 16 14 18 16 20 18 16 10
0 0 0 0 0 1 0 1
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
 Monthly Activities to be done
Change date to the 1st of that month
Enter the monthly target in respective cells
End of month, choose "Save As" and store this file in the next month name
Copy the "Carry Forward" data in grey colour and paste only the values in the next month sheet

Change only yellow marked cells, that too only once a month

31-Aug Total
5
14
0
0
3
2
2
8
0
1
2
1
0
2
0
0
0
 0
2
0
2
8
3
3
21
16
401
0
2000
0
1
3863
450
22
70600
0
10
0
90
40
448
3
0
0
0