Sales Lead Generated Report SalesMantra

As On 18/05/2013 For : ALL

Region : ALL Branch : ALL
S.N. A/c Manager Mon 06 Tue 07 Wed 08 Thu 09 Fri 10 Sat 11 Sun 12 Mon 13 Tue 14 Wed 15 Thu 16 Fri 17 Sat 18 TOTAL
1 Abhijeet 0 2 3 0 0 1 0 3 0 4 0 1 0 14
2 Abhishek Dixit 2 0 0 2 0 1 0 1 0 1 0 5 1 13
3 Vineet 3 1 4 1 1 0 0 4 5 0 2 3 1 25
4 Ishan Gupta 2 1 0 2 3 1 0 3 2 0 5 0 2 21
5 Soma Rastogi 1 0 0 1 0 0 0 0 0 1 0 0 1 4
Total 8 4 7 6 4 3 0 11 7 6 7 9 5 77

Followups Reports

As On 18/05/2013 For : ALL

Region : ALL Branch : ALL
S.N. A/c Manager Tue 07 Wed 08 Thu 09 Fri 10 Sat 11 Sun 12 Mon 13 Tue 14 Wed 15 Thu 16 Fri 17 Sat 18 TOTAL Avg.
1 Abhijeet 22 12 8 12 2 0 13 13 23 33 12 5 155 14.09
2 Abhishek Dixit 21 12 33 11 9 0 13 13 12 2 11 10 147 13.36
3 Vineet 12 33 12 0 0 0 12 31 5 12 10 2 129 11.73
4 Ishan Gupta 12 32 21 12 18 0 18 8 6 15 12 18 172 15.64
5 Soma Rastogi 12 8 13 31 12 0 12 34 11 12 11 12 168 15.27
Total 79 97 87 66 41 0 68 99 57 74 56 47 771 70.09

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 Location Wise Funnel Report SalesMantra
As On 18/05/2013 For: ALL
Region: ALL Branch: ALL
Location 1 Location 2 Location 3 Location 4
Agra 23 Ahemdabad 44 Allahabad 23 Ambala 12
Amritsar 18 Banglore 31 Bhopal 21 Chandigarh 65
Chennai 15 Delhi Central 63 East Delhi 59 Faridabad 24
Gorakhpur 21 Ghaziabad 56 Greater Noida 78 Gurgaon 64
Hyderabad 23 Jaipur 45 Jamshedpur 34 Jhansi 12
Jodhpur 34 Kolkata 41 Lucknow 23 Manglore 23
Mumbai 206 Nagpur 3 Nasik 6 Noida 89
North Delhi 57 Pune 89 South Delhi 96 Vadodara 24
West Delhi 45 Unspecified 29

Employeewise Sales Funnel Report

As On 18/05/2013
For: ALL
Region: ALL Branch: ALL
No.of Sales
S.N. Region Branch A/C Manager Status Value
Call
1 India Delhi Vineet 84 43 Cold, 23 Hot, 12 Warm, 3 Proposal, 2 Negotiation, 1 Order Won 9,436,337
2 India Delhi Ishan Gupta 75 34 Cold, 21 Hot, 15 Warm, 2 Proposal, 1 Negotiation, 2 Order Won 9,827,626
3 India Delhi Anirudh Jain 119 53 Cold, 33 Hot, 22 Warm, 6 Proposal, 3 Negotiation, 2 Order Won 15,678,745
4 India Mumbai Chris 78 23 Cold, 22 Hot, 23 Warm, 4 Proposal, 3 Negotiation, 3 Order Won 6,867,651
5 India Mumbai Soma Rastogi 115 47 Cold, 33 Hot, 24 Warm, 5 Proposal, 3 Negotiation, 3 Order Won 18,756,566
6 India Mumbai Harish Kumar 75 24 Cold, 29 Hot, 12 Warm, 5 Proposal, 3 Negotiation, 2 Order Won 4,586,755
7 India Banglore Garima Singh 88 32 Cold, 12 Hot, 32 Warm, 2 Proposal, 6 Negotiation, 4 Order Won 8,936,888
8 India Hyderabad Abhijeet 90 50 Cold, 23 Hot, 12 Warm, 3 Proposal, 2 Negotiation 1,997,383
9 India Kolkata Abhishek Dixit 44 23 Cold, 12 Hot, 7 Warm, 2 Proposal 5,687,877
10 India Kolkata Rahul 93 52 Cold, 23 Hot, 12 Warm, 3 Proposal, 2 Negotiation, 1 Order Won 10,983,988
TOTAL 861 92,759,816

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 Value Addition Report SalesMantra
Employee wise Value Addition Report for 01/05/2013 to 04/05/2013
Region: ALL Branch: ALL

Last
Order Follow Next
Customer Projection up Type Plan Of Followup Type
S. No. Name Status Quot. Price Date & Date Value Addition Action & Date
Abhijeet No Value Addition
Ashish No Value Addition
Avinash Sharma
Visit Call for Phone
1 Patvin Engg Negotiation 30000 22/05/2013 Order Finalization
3/5/2013 payment 5/5/2013

Shyam Mehta No Value Addition

Ishan Gupta

Visit Demonstrated the machine and Appointment

2 Space Matrix Hot 6000 22/05/2013 Delivary
2/5/2013 negotiated the price 12/5/2013

Phone Received the order for 10

3 ACC Limited Negotiation 100000
2/5/2013 machines 1.1HP

Vineet
Jamna Auto
Phone Got an appointment with the Appointment
4 Industries HOT 25000 10/6/2013 Meeting
1/5/2013 MD 15/5/2013
Ltd.

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 Neglected Salescall Report SalesMantra
As On 18/05/2013 For: ALL
Region: ALL Branch: ALL
S.N Region Branch Account Manager 0-7 8-15 16-30 31-45 46-60 61-90 >90 TOTAL
1 India Delhi Vineet 45 34 25 12 3 2 0 121
2 India Delhi Ishan Gupta 56 32 23 0 0 0 0 111
3 India Delhi Anirudh Jain 32 22 32 5 8 0 0 99
4 India Mumbai Chris 23 21 42 3 1 0 0 90
5 India Mumbai Soma Rastogi 12 1 0 0 0 43 0 56
6 India Mumbai Harish Kumar 43 32 12 31 0 0 0 118
7 India Banglore Garima Singh 12 32 11 1 1 0 0 57
8 India Hyderabad Abhijeet 31 12 31 3 5 0 0 82
9 India Kolkata Abhishek Dixit 54 32 21 0 0 0 0 107
10 India Kolkata Rahul 31 43 11 0 0 0 0 85
Total 339 261 208 55 18 45 0 926

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 Funnel Movement Report SalesMantra
As On 02/05/2013 For: ALL
Movement Type : Sales Call
S.No. Cold Hot Worm Proposal Negotiation Order Won Existing Customers Sales Call
524 453 345 120 73 32 32 1579
1 Cold 342 0 0 0 0 0 0
2 Hot 80 346 1 2 0 0 0
3 Worm 42 37 253 3 2 0 0
4 Proposal 28 26 32 67 3 0 0
5 Negotiation 17 23 28 26 24 0 0
6 Order Won 15 16 24 17 31 8 0
7 Existing Customers 0 5 7 5 13 24 32
New Sales Calls 78
Sales Call Closed (Suspended) 35
Order Lost (Abandoned) 7
Order Received 111

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 Quotation Report SalesMantra
Period From: 1/5/2013 To: 3/5/2013
Region: ALL Branch: ALL For: ALL

Total Total
Industry../Seg Source/Ref Sub Ref Quote Quotation Order Vs
S.N. Customer Location Products Quot. Quotai Order
ments erence Location No Date Quotation
Price on

DG SET
105[Software][3.0] AHEMDAB
AMRUT
PACKAGING/ DIRECTORY Okhla [1.00],FILTER,ROT AD/syste
1 PACKAGING Delhi 2,169.67 2/5/2013 1 3 300
MATERIALS /MID Phase - 3 OR,BLADE,DG SET m/135221
IND.
10KVA[Software][2 622/0615
166.67][2.00],

Four Gas
AHEMDAB
Info Tech TELECOMMU Online Analyser[AUTOMO
Amin AD/syste
2 System Pvt NICATION/Vo Promotion/ Pune BILE 244.82 1/5/2013 1 0 0
Marg m/135221
Ltd ice Justdial EQUPMENT][244.8
52/0614
2][1.00],
Total Quot. Price : 2414.49 |Total Quot. : 2

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 Order Report SalesMantra
Period From: 13/5/2013 To: 18/5/2013
Region: ALL Branch: ALLFor: ALL

Tax &
Customer RO F.List Account Order
S.N. Order Date Region Branch Industry Products Customer F.List Date Other
Code (Y/N) (Y/N) Manager Value
Charges
PLC Control Box
Manufact 3.2[60.00],PLC Ishan
1 17/05/2013 -- INDIA Delhi MM Castings Y Y 17/05/2013 720,000 14,000
uring Control Box Gupta
3.9[35]
Lab Coral
Nitinol Hydrophilic
2 15/05/2013 -- INDIA Delhi
Instrume Laboratories Y N 23/03/2012 Vneet 300,000 36000
Analyzer[3.00]
nts Ltd.
Jamna Auto
Auto Control Box Ishan
3 15/05/2013 -- INDIA Mumbai Industries Y N 23/03/2012 670,000 0
Industry 654[43] Gupta
Ltd.
Hyderab Manufact Avinash
4 13/05/2013 -- INDIA Logic Box [2.00] AFC Ltd. N Y 13/05/2013 210,000 23000
ad uring Sharma
TOTAL : 1,900,000

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 Sales Order Vs Collection Report SalesMantra
Period From: 13/5/2013 To: 18/5/2013
Region: ALL Branch: ALLFor: ALL

Customer Order Tax & Other

S.N. Order Date Region Branch Industry Products Customer F.List Date D R O+TO-D-R
Code Value Charges

PLC Control Box

Manufact 3.2[60.00],PLC MM
1 17/05/2013 -- INDIA Delhi 17/05/2013 720,000 14,000 0 700,000 34,000
uring Control Box Castings
3.9[35]
Lab Nitinol Coral
2 15/05/2013 -- INDIA Delhi
Instrume Hydrophilic Laboratori 23/03/2012 300,000 36000 0 200,000 136,000
nts Analyzer[3.00] es Ltd.
Jamna
Auto Control Box Auto
3 15/05/2013 -- INDIA Mumbai 23/03/2012 670,000 0 0 70,000 600,000
Industry 654[43] Industries
Ltd.
Hyderab Manufact
4 13/05/2013 -- INDIA Logic Box [2.00] AFC Ltd. 13/05/2013 210,000 23000 0 210,000 23,000
ad uring
Total 1,900,000 73,000 - 1,180,000 793,000

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 Employeewise Sales Projection Report SalesMantra
As On 18/05/2013 For: ALL (Value figures are in Rs. '000)
Region: ALL Branch: ALL Hint : Value[Count]
Pending May Jun Jul Aug Sep Oct Nov Dec
S.N. Employee Projection 2013 2013 2013 2013 2013 2013 2013 2013 TOTAL
1 Vineet 3,364.1[6] 154.0[3] 231.0[3] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 3749.1[12]
2 Ishan Gupta 1,776.8[1] 321.0[4] 353.0[3] 0.0[0] 231.2[2] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 2682[10]
3 Anirudh Jain 1,790.4[9] 391.0[2] 134.2[2] 135.0[1] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 2450.6[14]
4 Chris 659.5[4] 324.0[3] 234.4[1] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 1217.9[8]
5 Soma Rastogi 5,224.7[22] 231.0[2] 533.3[6] 121.1[1] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 6110.1[31]
6 Harish Kumar 90.5[4] 545.3[4] 2324.2[20] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 2960[28]
7 Garima Singh 309.7[1] 213.3[3] 234.2[2] 233.2[2] 123.3[1] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 1113.7[9]
8 Abhijeet 30.0[1] 231.1[3] 231.7[3] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 492.8[7]
9 Abhishek Dixit 0.0[0] 256.3[6] 865.3[5] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 1121.6[11]
10 Rahul 123.2[6] 342.3[3] 343.3[3] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 808.8[11]
TOTAL 13368.9[54] 3009.3[33] 5484.6[48] 489.3[4] 354.5[3] 0.0[0] 0.0[0] 0.0[0] 0.0[0] 22706.6[142]

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 Target Vs Achievement Report SalesMantra
As On 02/05/2013 For: ALL
Region: ALL Branch: ALL
(Target / Achieved are in Rs. '000)
Jan-Mar Apr-Jun Total
S.No. Employee Target Achieved %age Target Achieved %age Target Achieved %age
1 Abhijeet 200 198 99 200 123 61.5 400 321 80.25
2 Abhishek Dixit 200 256 128 200 222 111 400 478 119.5
3 Anirudh Jain 200 85 42.5 200 33 16.5 400 118 29.5
4 Chris 200 94 47 200 322 161 400 416 104
5 Soma Rastogi 200 245 122.5 200 11 5.5 400 256 64
6 Harish Kumar 200 333 166.5 200 190 95 400 523 130.75
7 Garima Singh 200 100 50 200 234 117 400 334 83.5
8 Vineet 200 354 177 200 23 11.5 400 377 94.25
9 Ishan Gupta 200 431 215.5 200 234 117 400 665 166.25
10 Rahul 200 233 116.5 200 453 226.5 400 686 171.5
Total 2000 2329 2000 1845 4000 4174

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