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  • DSR-Sample Format-1 by Meenakshi Aneja

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    Meenakshi Aneja
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    The daily sales report lists 15 potential clients with details about their relationship to the salesperson, the expected insurance premium, and their status in the sales process. Most clients are family members or relatives, with expected premiums ranging from 36,000 to 40,000. The statuses include categories for clients who are yet to be contacted (Cold), have been contacted and shown interest (Warm), are convinced and ready to invest (Hot), or have completed the purchase (Closed).

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    DSR-Sample Format-1 By Meenakshi Aneja

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    The daily sales report lists 15 potential clients with details about their relationship to the salesperson, the expected insurance premium, and their status in the sales process. Most clients are family members or relatives, with expected premiums ranging from 36,000 to 40,000. The statuses include categories for clients who are yet to be contacted (Cold), have been contacted and shown interest (Warm), are convinced and ready to invest (Hot), or have completed the purchase (Closed).

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    26 views2 pages

    DSR-Sample Format-1 by Meenakshi Aneja

    Uploaded by

    Meenakshi Aneja
    The daily sales report lists 15 potential clients with details about their relationship to the salesperson, the expected insurance premium, and their status in the sales process. Most clients are family members or relatives, with expected premiums ranging from 36,000 to 40,000. The statuses include categories for clients who are yet to be contacted (Cold), have been contacted and shown interest (Warm), are convinced and ready to invest (Hot), or have completed the purchase (Closed).

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 2

    DSR- Daily Sales Report

    S.no Potential Client Name Your Relation with them Expected Premium Status
    1 Priyanka Pruthi Sister 36000 W
    2 Vicky Malhotra Maternal Uncle 40000 W
    3 Ankita Sister 36000 W
    4 Ram Kumar Jiju 36000 C
    5 Mohinderpal Father 40000 C
    6 Diksha Sister 40000 W
    7 Kapil Pruthi Brother 36000 C
    8 Sushil Uncle 40000 C
    9 Rahul Brother 36000 C
    10 Ishika Friend 36000 C
    11 Sanjay Maternal Uncle 36000 C
    12 Gunjan Sister 36000 W
    13 Rajeev Uncle 36000 C
    14 Vikram Brother 36000 W
    15 Sonia Sister 36000 C

    Status
    C- Cold Yet To Talk
    W-Warm Talked and showing the interest
    H- Hot Convinced and ready to invest
    CL- Closed Documents and Payments received and deal is closed
    Remarks
    Asking about the product information like the name.
    Let Me Think about it
    Give me more details

    Give more information

    Let me talk with my family

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