New Stats June 2014
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Stats Worksheet
Transcript of New Stats June 2014
Activity SheetT/S Name App Time App date Company Name
Activity SheetContact person Contact No Amount Outcome of appointment
Comments
Clients Payments Company Name Date Signed First Payment
Month 1 Paid Y/N
Month 2 Paid Y/N
Clients Payments Month 3 Paid
Y/N Month 4 Paid Y/N
Month 5 Paid Y/N
Month6 Paid Y/N
Month7 Paid Y/N
Month 8 Paid Y/N
Month 9 Paid Y/N
Month 10 Paid Y/N
Month 11 Paid Y/N
Month 12 Paid Y/N
Month 13 Paid Y/N
Referals SheetDate Company Name Telephone
Referals SheetContact person
Referals SheetComment
Client call back SheetDate Sales Rep Company Name Telephone no.
10 June 2014 Octagon 0828547721Office Matters 011 319 7200Powermode 011 235 7744
IQSSA 0832912345ASG 0119757521
AIM SA 0116750477Networking Warehouse 0118054111
Client call back SheetCategory Last Comments/date Capture system comments/ date
Call for appointmentCall for appointment
Appointment for 11/06/2014Call for appointmentCall for appointmentCall for appointmentCall for appointment
Client call back SheetResolutionCallbackCallback
Pre Weekly App bookingDate Company Name Telephone
Pre Weekly App bookingContact person Date Booked Comments Resolution
Deal CounterDate Telesales Company Name Telephone contact person
Deal CounterAmount Deposit period GP Figure inventory
Da
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Monthly Stats0
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6th
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Total27th 28th 29th 30th 31stTotal
Monthly StatsMonthly target R 150,000.00Monthly figure R 67,100.00Average Deal #DIV/0!Closing ratio #DIV/0!
More deals needed to get to target #DIV/0!
Percentage of appointments presented #DIV/0!
Total appointments in Diary 0
Total presentations done 0
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 0
Total referrals achieved 0
Total Activities 0
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Monthly Stats3rd
4th Monthly target R 100,000.005th Monthly figure R 280,000.006th Average Deal #DIV/0!7th Closing ratio #DIV/0!Total
10th More deals needed to get to target #DIV/0!
11th Percentage of appointments presented #DIV/0!
12th
13th Total appointments in Diary 0
14th Total presentations done 0
Total Total no shows 0
17th Total reschedualed 0
18th Total non - Qualified 0
19th
20th Total number of deals 0
21st Total referrals achieved 0
Total Total Activities 0
24th
25th
26th
27th
28th
Total
000
Total 0 0 0 0 0 0 0 0 0 R 0.00 0
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Monthly Stats3rd 0 0 0 0 0 0 0 0 0 R 0.00 0
4th 3 3 3 0 0 0 0 0 0 R 0.00 6
5th 1 3 4 0 0 0 0 0 1 R 30,000.00 5
6th 0 0 0 0 0 0 0 0 0 R 0.00 0
7trh 0 0 0 0 0 0 0 0 0 R 0.00 0
Total
10th
11th
12th
13th
14th
Total
17th
18th
19th
20th
21st
Total
24th25th
26th
27th 28th
Total
Total
Monthly StatsMonthly target R 100,000.00Monthly figure R 79,000.00Average Deal #DIV/0!Closing ratio #DIV/0!
More deals needed to get to target #DIV/0!
Percentage of appointments presented #DIV/0!
Total appointments in Diary 0
Total presentations done 0
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 0
Total referrals achieved 0
Total Activities 0
Da
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in d
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No
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No
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Monthly Stats0
1st 0 0 0 0 0 0 0 0 0 R 0.00 0
2nd 3 5 5 0 0 0 0 0 2 R 18,200.00 8
3rd 0 4 3 1 0 0 0 0 0 R 0.00 4
4th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total
7th
8th
9th
10th
11th
Total
14th
15th
16th
17th
18th
Total21st
22nd
23rd
24th
25th
Total
Total
Monthly StatsMonthly target R 100,000.00Monthly figure R 0.00Average Deal #DIV/0!Closing ratio #DIV/0!
More deals needed to get to target #DIV/0!
Percentage of appointments presented #DIV/0!
Total appointments in Diary 0
Total presentations done 0
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 0
Total referrals achieved 0
Total Activities 0
Da
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Ap
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ma
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No
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Monthly Stats5th
6th
7th
8th
9th
Total
12th
13th
14th
15th
16th
Total
19th
20th
21st
22nd
23rd
Total
26th
27th
28th
29th
30th
Total
Total
Monthly StatsMonthly target R 150,000.00Monthly figure R 0.00Average Deal #DIV/0!Closing ratio #DIV/0!
More deals needed to get to target #DIV/0!
Percentage of appointments presented #DIV/0!
Total appointments in Diary 0
Total presentations done 0
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 0
Total referrals achieved 0
Total Activities 0
Da
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in d
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Monthly Stats2nd
3rd
4th
5th
6th
Total
9th
Total
Total
Total
Total
Monthly StatsMonthly target R 100,000.00Monthly figure R 0.00Average Deal #DIV/0!Closing ratio 0%
More deals needed to get to target #DIV/0!
Percentage of appointments presented #DIV/0!
Total appointments in Diary 0
Total presentations done 0
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 0
Total referrals achieved 0
Total Activities 0
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Monthly Stats1st 0 0 0 0 0 0 0 0 0 R 0.00 0
2nd 0 0 0 0 0 0 0 0 0 R 0.00 0
3rd 3 3 3 0 0 0 0 0 1 R 12,000.00 6
4th
5th
Total
8th
9th
10th
11th
12th
Total
15th
16th
17th
18th
19th
Total
22nd
23rd
24th
25th
26th
Total29th30th 31st
Total
Monthly StatsMonthly target R 150,000.00Monthly figure R 141,000.00Average Deal #DIV/0!Closing ratio #DIV/0!
More deals needed to get to target #DIV/0!
Percentage of appointments presented #DIV/0!
Total appointments in Diary 0
Total presentations done 0
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 0
Total referrals achieved 0
Total Activities 0
Da
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in d
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No
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Monthly Stats0
0
0
1st 0 0 0 0 0 0 0 0 0 R 0.00 0
2nd 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 0 0 0 0 0 0 0 0 0 R 0.00 0
5th 0 0 0 0 0 0 0 0 0 R 0.00 0
6th 0 0 0 0 0 0 0 0 0 R 0.00 0
7th 0 0 0 0 0 0 0 0 0 R 0.00 0
8th 0 0 0 0 0 0 0 0 0 R 0.00 0
9th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 0 0 0 0 0 0 0 0 0 R 0.00 0
12th 0 0 0 0 0 0 0 0 0 R 0.00 0
13th 0 0 0 0 0 0 0 0 0 R 0.00 0
14th 0 3 3 0 0 0 0 0 0 R 0.00 3
15th 0 0 0 0 0 0 0 0 0 R 0.00 0
16th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 0 3 3 0 0 0 0 0 0 R 0.00 3
19th 0 1 1 0 0 0 0 0 0 R 0.00 1
20th 0 1 1 0 0 0 0 0 0 R 0.00 1
21st 0 0 0 0 0 0 0 0 0 R 0.00 0
22nd 0 1 1 0 0 0 0 0 0 R 0.00 1
23rd 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 0 3 3 0 0 0 0 0 0 R 0.00 326th 0 0 0 0 0 0 0 0 0 R 0.00 027th 0 1 1 0 0 0 0 0 0 R 0.00 128th 0 1 1 0 0 0 0 0 0 R 0.00 129th 0 0 0 0 0 0 0 0 0 R 0.00 030th 0 0 0 0 0 0 0 0 0 R 0.00 0Total 0 2 2 0 0 0 0 0 0 R 0.00 2
Monthly StatsMonthly target R 150,000.00Monthly figure R 0.00Average Deal #DIV/0!Closing ratio 0%
More deals needed to get to target #DIV/0!
Percentage of appointments presented 100%
Total appointments in Diary 6
Total presentations done 6
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 0
Total referrals achieved 0
Total Activities 6
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Monthly Stats2nd 0 0 0 0 0 0 0 0 0 R 0.00 0
3rd 1 1 1 0 0 0 0 0 1 R 145,000.00 2
4th 0 3 3 0 0 0 0 0 1 R 9,500.00 3
5th 2 2 2 0 0 0 0 0 4
6th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 3 6 6 0 0 0 0 0 2 R 154,500.00 9
9th 0 0 0 0 0 0 0 0 0 R 0.00 0
10th 1 1 1 0 0 0 0 0 0 R 0.00 2
11th 1 1 1 0 0 0 0 0 0 R 0.00 2
12th 0 0 0 0 0 0 0 0 0 R 0.00 0
13th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 2 2 2 0 0 0 0 0 0 R 0.00 4
16th 0 0 0 0 0 0 0 0 0 R 0.00 0
17th 1 1 1 0 0 0 0 0 1 R 10,000.00 2
18th 0 0 0 0 0 0 0 0 0 R 0.00 0
19th 1 1 1 0 0 0 0 0 0 R 0.00 2
20th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 2 2 2 0 0 0 0 0 1 R 10,000.00 4
23rd 0 0 0 0 0 0 0 0 0 R 0.00 0
24th 0 0 0 0 0 0 0 0 0 R 0.00 0
25th 1 1 1 0 0 0 0 0 0 R 1,000.00 2
26th 0 0 0 0 0 0 0 0 0 R 0.00 0
27th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 1 1 1 0 0 0 0 0 0 R 1,000.00 230th 0 0 0 0 0 0 0 0 0 R 0.00 0
0000
Total 0 0 0 0 0 0 0 0 0 R 0.00 0
Monthly StatsMonthly target R 150,000.00Monthly figure R 169,000.00Average Deal R 56,333.33Closing ratio 27%
More deals needed to get to target -0.3372781
Percentage of appointments presented 100%
Total appointments in Diary 11
Total presentations done 11
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 3
Total referrals achieved 0
Total Activities 25
Dat
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App
s m
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App
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Pre
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No
show
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Res
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Can
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Non
-Qua
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Dea
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Am
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Tot
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Monthly Stats0
1st 1 1 1 0 0 0 0 0 0 R 10,000.00 2 Monthly target R 150,000.002nd 0 0 0 0 0 0 0 0 0 R 0.00 0 Monthly figure R 66,000.003rd 0 0 0 0 0 0 0 0 0 R 0.00 0 Average Deal R 33,000.004th 0 0 0 0 0 0 0 0 0 R 0.00 0 Closing ratio 14%Total 1 1 1 0 0 0 0 0 0 R 10,000.00 2
7th 0 0 0 0 0 0 0 0 0 R 0.00 0 More deals needed to get to target 2.54545455
8th 1 1 1 0 0 0 0 0 1 R 56,000.00 2 Percentage of appointments presented 93%
9th 1 1 1 0 0 0 0 0 0 R 0.00 2
10th 0 0 0 0 0 0 0 0 0 R 0.00 0 Total appointments in Diary 15
11th 0 0 0 0 0 0 0 0 0 R 0.00 0 Total presentations done 14
Total 2 2 2 0 0 0 0 0 1 R 56,000.00 4 Total no shows 1
14th 0 0 0 0 0 0 0 0 0 R 0.00 0 Total reschedualed 0
15th 1 1 1 0 0 0 0 0 0 R 0.00 2 Total non - Qualified 0
16th 0 0 0 0 0 0 0 0 0 R 0.00 0
17th 2 2 2 0 0 0 0 0 0 R 0.00 4 Total number of deals 2
18th 1 1 1 0 0 0 0 0 0 R 0.00 2 Total referrals achieved 0
Total 4 4 4 0 0 0 0 0 0 R 0.00 8 Total Activities 23
21st 0 0 0 0 0 0 0 0 0 R 0.00 0
22nd 0 0 0 0 0 0 0 0 0 R 0.00 0
23rd 1 3 3 0 0 0 0 0 1 R 4,200.00 4
24th 0 5 4 1 0 0 0 0 0 R 0.00 5
25th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 1 8 7 1 0 0 0 0 1 R 4,200.00 928th 0 0 0 0 0 0 0 0 0 R 0.00 029th 0 0 0 0 0 0 0 0 0 R 0.00 030th 0 0 0 0 0 0 0 0 0 R 0.00 031st 0 0 0 0 0 0 0 0 0 R 0.00 0
0Total 0 0 0 0 0 0 0 0 0 R 0.00 0
Da
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in d
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No
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Monthly Stats0
0
0
0
1st 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 0 0 0 0 0 0 0 0 0 R 0.00 0
4th 0 3 2 1 0 0 0 0 1 R 6,500.00 3
5th 0 3 2 1 0 0 0 0 0 R 0.00 3
6th 0 0 0 0 0 0 0 0 1 R 30,000.00 0
7th 0 0 0 0 0 0 0 0 0 R 0.00 0
8th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 0 6 4 2 0 0 0 0 2 R 36,500.00 6
11th 0 0 0 0 0 0 0 0 0 R 0.00 0
12th 1 1 1 0 0 0 0 0 1 R 65,000.00 2
13th 0 0 0 0 0 0 0 0 0 R 0.00 0
14th 1 1 1 0 0 0 0 0 0 R 0.00 2
15th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 2 2 2 0 0 0 0 0 1 R 65,000.00 4
18th 1 1 1 0 0 0 0 0 0 R 0.00 2
19th 0 0 0 0 0 0 0 0 0 R 0.00 0
20th 1 1 1 0 0 0 0 0 0 R 0.00 2
21st 1 1 1 0 0 0 0 0 0 R 0.00 2
22nd 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 3 3 3 0 0 0 0 0 0 R 0.00 6
25th 0 0 0 0 0 0 0 0 0 R 0.00 0
26th 1 1 1 0 0 0 0 0 0 R 0.00
27th 1 1 1 0 0 0 0 0 0 R 0.0028th 1 1 1 0 0 0 0 0 0 R 0.00 229th 0 0 0 0 0 0 0 0 0 R 0.00 0Total 1 1 1 0 0 0 0 0 0 R 0.00 10
Monthly StatsMonthly target R 150,000.00Monthly figure R 101,500.00Average Deal R 33,833.33Closing ratio 33%
More deals needed to get to target 1.43349754
Percentage of appointments presented 82%
Total appointments in Diary 11
Total presentations done 9
Total no shows 2
Total reschedualed 0
Total non - Qualified 0
Total number of deals 3
Total referrals achieved 0
Total Activities 16
Da
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No
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No
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Monthly Stats2nd 1 1 1 0 0 0 0 0 0 R 0.00 2
3rd 1 1 1 0 0 0 0 0 0 R 0.00 2
4th 1 1 1 0 0 0 0 0 0 R 0.00 2
5th 1 1 1 0 0 0 0 0 0 R 0.00 2
6th 0 0 0 0 0 0 0 0 0 R 0.00 0
Total 4 4 4 0 0 0 0 0 0 R 0.00 8
9th 1 1 1 0 0 0 0 0 0 R 0.00 2
10th 0 0 0 0 0 0 0 0 0 R 0.00 0
0
0
0
Total 1 1 1 0 0 0 0 0 0 R 0.00 2
0
0
0
0
0
Total 0 0 0 0 0 0 0 0 0 R 0.00 0
0
0
0
0
0
Total 0 0 0 0 0 0 0 0 0 R 0.00 0
Monthly StatsMonthly target R 100,000.00Monthly figure R 0.00Average Deal #DIV/0!Closing ratio 0%
More deals needed to get to target #DIV/0!
Percentage of appointments presented 100%
Total appointments in Diary 5
Total presentations done 5
Total no shows 0
Total reschedualed 0
Total non - Qualified 0
Total number of deals 0
Total referrals achieved 0
Total Activities 10
