Reporting Prep

This Section is required to be maintained by HQ

Step 1

Set Reporting Month

and Year

  • Access Google Sheet in Link

  • Access Sheet called " Maintenance"

  • Select the year and Calandar Month reporting on

  • Come back to this page

Step 2

Set Monthly Branch

Targets

  • Once reviewed/set - come back to this page

Step 3

Push Allocated Branches & BA/CM's

  • Select the pipeline called "Push Stats"

  • Drag the Opportunity called "Central Branch Push" to stage called: "Push Branch & BA/CM Stats

  • Come back to this page

Step 4

Adding Actual Sales

Data

  • Extract the Sales data from your reporting platform and add the data for the specific month to the Reporting platform

Step 5

Maintain Performance

reports

  • Once prepped - you can let staff know reporting for the month is ready