1.3 Preconditions
The system shall meet the following pre-defined requirements:
Preparation of basic reports in tabular form to the following modules: Weekly Report of RMs Target Activities, Monthly Report of RMs Target Activities, Main Annual Report of the KPIs per Business Line and Sales Report of RMs Activities with Potential Business Clients.
The required data for the weekly report are YEAR, WEEK, USER, RM NAME, RM NUMBER, RM BRANCH, RM BRANCH NUMBER, REGION, NUMBER OF CLIENTS, YtD TARGETS, YtD TARGETS ACHIEVEMENT, STL, LTL, CA, TD.
The monthly report shall contain the same data as in the weekly report plus: LENDING INCOME, STL INCOME, LTL INCOME, TREASURY INCOME, POS INCOME, DOCUMENTARY INCOME and MONTH instead of WEEK.
The
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The RISK COST Report shall contain data for Risk Costs, Corporate Risk Costs and SME Risk Costs by their regions plus Year, Reporting period, YtD Targets, YtD Targets Achievement, YtD Targets Completion and Targets for the next year.
The SALES Report shall contain the following data: Year, Month, Leads allocated, Number of contacted new clients, First meetings held with new clients, Next meetings held with potential business clients, Offers extended to new clients - non-lending products, Offers extended to new clients - lending products, Offers accepted from new clients, New clients really having a product. All the data shall contain the following indicators: Total number of Contacted new clients per period, Number of contacted new clients (target) and the Target achieved (%).
All data shall be automatically extracted, transferred and loaded from the DWH Department.
The data transfer shall be performed on a daily basis.
The regions for CB and SMEs should be predetermined in the Dashboard database.
An external excel file containing all active RM, SMEs and Executive CB, together with their geographic location (region - branch - office) shall be uploaded in the new Dashboard system.
Functionality for manual correction the YtD Targets - without reflection of the corrections made outside the system and with no adjustment in the structure of the report. The adjustments made will affect only the value that
Assign a report all the coders and dates that are clearly and consistently support by the health record.
You can use this workbook for analyzing many companies and saving your analysis for each one, like many professionals. Just like them, over time, you can compare a company’s actual performance to your analysis and predictions. Saving your analysis sheets can help sharpen you analytical skills.
It is usually presented in the form of a report in tables, charts, statistics, and graphs or on spread sheets etc. This data may be used to arrive at important decisions within the organisation or with external organisations. So the data report has to be produced in such a way that it meets the aims and
1.) The managers will e-mail their weekly reports to you on Monday of the following week. You will then produce the summary report. Explain the process for doing this. Give a sample
Thank you for the opportunity to assess your sales data in order to provide recommendations for increasing your sales. The analysis and recommendations below are based on the data you provided, which covers a period from May 2004 through June 2006. The analysis below is based on this data alone. Therefore, our recommendations should be tempered by your knowledge of business realities and your market. Please let us know if we can answer any questions concerning the analysis or the recommendations provided.
At the end of each month, a monthly member sales report must be produced at the headquarter location. An employee from sale department at the headquarter must be responsible for checking the report printed from the system as he is always familiar with the sale performance.
Presentations from the salesmen give a better understanding of the available services, costs associated with each service, and generate a line of communication with the companies. The presentations potentially help determine the ease of their software, potential issues with staff, and the ability to discuss the variety of scenarios with sales person to determine if they have the technology and capabilities to handle the job. The potential companies will issue quotes to the costs that would be required for the services in question. As a non-profit organization quotes are mandatory to ensure
What types of standard reports will you provide to the client throughout the year? How frequently will these be provided? Please provide a listing or summary. Is there ad hoc reporting capability for the client based on needs?
On the next change request we were asked to make reports. The use of reports is to view, format, and summarize data. Reports provide a way to distribute or archive snapshots of your data, either by being printed out, converted to PDF or XPS files, or exported to other file formats ("Introduction To Reports", 2013).
Moreover, the goal of any sales analysis is to isolate the pieces which comprise the entire organization to facilitate the recognition of areas that require attention (Russell, 1950). Accordingly, this deconstruction promotes comparison of financial data which allows managers, such as Lydell, to gain a stronger representation of the organization. This contributes to the management of employees and improved sales potential through the identification of areas that require supplementation or highlighting the areas that are functioning optimally (Russell, 1950). Lydell can use the internal financial records to capture data on sales history and patterns of the business. This information would give him the knowledge to gauge current sales and provide insight for recognizing positive or negative sales trends, including changes in customer habits. Lydell could also use the information regarding sales volumes and customer locations to gauge territory concentration and sales boundaries.
To monitor the KPI of the business a monthly report is run which gives us the percentage of orders that were shipped and delivered to the customer within their 10 working day SLA,
To help the readers understand the report I would use pie charts for each period with the different sales segments in corresponding colours.
Sales reports - last periods figures Outgoings such as purchases, marketing, loan repayments, etc Staff costs Capital such as stock on hand and cash
You can now retrieve that data by clicking one of the options on the upper right of the window. Clicking “Table” will allow you to view and copy the data for each country. Clicking “Download” will allow you to download the data in Excel, which can then be copied into your report table.
3. Do there appear to be any week entity in the description of the data requirements in