Kelly's Book 2016 pdf

= Branch Drive or email, Field Activity & Demo = Soaring

: Interviews=Branch Drive only, Field Activity = Soaring, Demos = EMAIL

: Interviews = Branch Drive & Email, Field Activity = Soaring, Demos = Email?

: Interviews = Email, Field Activity = Email to Branch Drive, Soaring for Reps, Demos = Email

Interviews = Branch Drive and/or Email (MPLS, has other reports for him)

Fargo: = Soaring Reports

Report #20 - #28 = I am responsible to send at the end of the month are found at:

REP \ 2016 \ Month End Reports \ Branch Spreadsheets \ Current Month, Year

Just in case you need it. Kelly ☺ ext. 2541

1. Branch Demo Room Reports # 22 Manager Monthly and YTD Reports ( = Mpls)

Change the file path on the bottom! Do 5 days after cut off. Due the next week.

Email reps for spread sheets and/or Pull from: Some use Soaring /Demo reports as Excel, copy & paste

\ Rep \ \ 2016 \ Month End Reports \ Branch Spreadsheets \ Month Year

SoaringRpts.mdb Color Coding forBranch Demos and Needs Analysis.doc

Demo Log-CutOff.docx

2. Branch Needs Analysis Report # 23

Change the file path on the bottom! Do 5 days after cut off. Due the next week

Pull from Soaring: date range, (Survey option) Excel Copy & Paste

V: Rep \ \ 2016 \ Month End Reports \ Branch Spreadsheets \ Month Year


3. Branch Field Activity Reports #24 Manager Monthly and YTD Interview Reports


Pull from Soaring: dates range, Field Days Excel = Copy & Paste in Reports, color coded.

Email some managers for theirs, monthly, at cut-off date. Use information to fill out reports for

: \ Rep \ 2016 \ Month End Reports \ Branch Spreadsheet \ Month Year/

FIELD ACTIVITY REPORTS 2016 (MONTH)

W: St. Cloud\ \ Reports \fieldactivityreport2016 = fill in with emails

from . also pull from here for reports)

(enter info for each rep) Save As (Month)


Prepared by KStephens 10/21/2016: file path. Owatonna / Kelly Stephens /Kelly’s Book 2016

4. Branch Field Sales Calls #25


Pull the information from Branch Field Activity report #24

Fill in the months using cut-off dates

5. Branch Mgrs Interview Reports # 26


\ REP \ 2016 \ Month End Reports \ Branch Spreadsheets \ date \ Interview Report2016 (month) Branch= Report forPull info from: Emails or \Branch Mgrs Interview Report \ Interview Reports \ Manager

Monthly reports emailed by Accounting for Quotas ect….

For reports # 20, 21, 27, 28 Monthly Reports/Year

6. Branch Production Report # 20

Change the file path on the bottom! Due by end of month.

\ REP \ 2016 \ Month End Reports \ Branch Spreadsheets \ Date \ Branch Production

Pull information from Report # 1 (Monthly) & # 2 (YTD) emailed to me

also from last year Branch Production Branch Monthly Reports \ Month, Year

also Report # 22 Demo Reports: REP\ \2016\Month End Reports\Branch Report\ Demo

also Report # 23 Needs Analysis REP\ 2016\Month End Reports\Branch Report \ NAs

7. Branch Performance Report #21

Change the file path on the bottom! Due by the end of month.

\ REP \ \ 2016 \ Month End Reports \ Branch Spreadsheets \ date \ Branch

Performance = report for

Pull information from Sales Report by Sales Manager, emailed to you. OR Monthly Reports

Pull last year info from \ Sec\ 2015 Branch Reports \ Month 2015 Branch Performance

Pull YTD NC Quota info email Sales Report by Sales Manager/ Month, Yr, YTD (%NC Margin & GM)

YTD Team NC GM – YTD 2015 NC = number, divide that by YTD Team NC GM (Totals only)

(New Number then take away last year number same month, divide by New Number= %)

Revenue numbers pull from Manger Rev and GM = Sales sec / monthly report / year /month

June Month byManger Report.pdf

= Look at page 8 in this example.

MO Quota & MO GM, get info from Report #1 & #2 and Last Year Branch Performance 2015

Branch Field Sales Calls from Monthly report:

Rep \2016 \Monthly reports Branch Spreadsheets \ current month year


8. Branch Quota Chart Report # 27

Change the file path on the bottom! Due 1st week of the month.

Pull info from email OR : Monthly Reports

Report # 1 = Use Gross Margin Total for the entire team

9. Branch GM - Revenue Report # 28 GM Report

Pull Information from Reports #1 and #2. Due 1st week of the month.

Change the file path on the bottom!

10. Branch and Mpls Leads Excel end of month (found on my desktop). at month end.

Keep a running total of YTD on last page.

Update from emails from Reps and Soaring Admin = Green Shaded Accounts

11. Tickets: Branch Drive, Sec, sends me name of Host. Create new

Excel Workbook for each team and year. Update team schedule if needed. Add names, save,

respond. When all games are done: Send completed list to . End of Season!

12. Soaring Leads: Send to when list becomes long enough to add to Soaring.

File Path: Co : Admin Leads 2016 \ Kellys Spreadsheets for \

13. NC Quota List: newcustomer , Current Spreadsheet,Adjust Count & Date Current Qtr. Check All of them once a Quarter = Change Qtr when needed.

Sold comment: move to comment column, cut and paste below. Watch count or formulas!Affiliated companies count as one NC (same color) Create new books for new year.

Save As new Qtr. Date in newcustom File name and on the sheet. Only keep current!Save As: Soaring-Acct Exec Folder, New Cust Quota, current date and Qtr, Keep all.

Send to rep and manager if wanted.Check box or Uncheck box in Soaring. Ask manger if it is to be reassigned if Rep gives it up.

14. Get the Mail every day!!

15. Lock front doors of , Owatonna MN 55060

uses side door, check it every day at 5pm.

locks back doors. He will check front doors as well as a safety measure.

Leave a note on front door during open office hours when locked to go to Back Door.

16. Shred it and Fed EX Fed Ex: Account

From & To Standard P t, Print both Label & Receipt.

Scan receipt to with: Date, OK, per , OWA

17. Office Supply Orders as needed \ check Owatonna contact list. Click link Below:

( orders) Send pictures from online to

Check Owatonna \ Owatonna Contact List if needed.Owatonna Contact

List.xlsx


18. Customer Service Summary Report

Service HistoryCustomer Service Summary Report.docx

19. Aficio League REP/ Name / Aficio League

Link: https://aficio.ricoh.com/Ricoh_New/Dealer/login.asp

AFICIO LEAGUEINSTRUCTIONS.pdf

Aficio LeagueInvoice.xlsm

Aficio LeagueRegistration Form.doc

20. Dispatch Service and Toner Sales during Service meetings (Dispatch logon/off

from customer

Toner SupplyTransfers for a Branch or Techs Inventory.docx

ServiceCheatsheet.docx

E Info CannedComments.docx

Zipcode (12).xls Toner InventoryReplacement.contact

21. Toner Inventory every quarter and as ordered by customer and reps. Lock Box #

INVENTORY.xlsx Ask Kelly forToner.docx

Toner SupplyTransfers for a Branch or Techs Inventory.docx

Soaring Updates \ Admin \ Memos \ EAutomate cross checking \EQ emails to change accts

Move Companiesfrom One Zip to Another.docx

Assigning ZipCodes in soaring.docx

Buyers Lab (Bli) [email protected] Password: QF9-2SHH

E Cabinet: Phone Extension

Equipment = http:

Faxes: 9 + 1 + Area Code + Number

Phone Out: 9 + 1 + Area Code + Number

Proposals or Typing for Reps. , ect… file path: Proposals

Excel Shortcuts2016.docx

Current Logoletterhead.docx

PROPOSALWORKSHEET.xls

Proposalexample.docx2 yr 2016.doc

Prepared by KStephens 10/21/2016: file path. W: Owatonna / Kelly Stephens /Kelly’s Book 2016

Sales Year 2016

1st Quarter: Dec, Jan, Feb

11/18/2016 to 2/18/2016

2nd Quarter: March, April, May

2/19/2016 to 5/19/2016

3rd Quarter: June, July, August

5/20/2016 to 8/22/2016

4th Quarter: Sept, Oct, Nov

8/23/2016 to 11/17/2016

1st Quarter: Dec, Jan, Feb

11/18/2017 to 2//2017

2nd Quarter: March, April, May

2//2017 to 5//2017

3rd Quarter: June, July, August

5//2017 to 8//2017

4th Quarter: Sept, Oct, Nov

8//2017 to 11//2017

12-December Blue 11/18 – 12/18

1-January Red 12/19 – 1/20

2-February Purple 1/21 – 2/18

3-MarchLimeGreen

2/19 – 3/22

4-April Black 3/23 – 4/20

5-May Orange 4/21 – 5/19

6-June Green 5/20 – 6/21

7-July Sky Blue 6/22 – 7/20

8-AugustDarkBlue

7/21 – 8/22

9-September Brown 8/23 – 9/21

10-October Gold 9/22 – 10/20

11-November Pink 10/21 – 11/17

Sales Year 2017

Dec ‘16 starts2017 reports Blue

11/18 – 12/20

1-January Red

2-February Purple

3-MarchLimeGreen

4-April Black

5-May Orange

6-June Green

7-July Sky Blue

8-AugustDarkBlue

9-September Brown

10-October Gold

11-November Pink

Prepared by KStephens 10/21/2016: file path. Branch$ W: Owatonna / Kelly Stephens /Kelly’s Book 2016

Dec ‘17starts

2018 reports Blue

Documents

Kelly's Book 2016 pdf