MMC Sales EOW

Submission Details
Date*

MonthDayYear
Date
Month*
Name*

First NameLast Name
Email*
example@example.com

Monthly Performance
Monthly Revenue Goal*
Monthly Booking Goal*
Current Numbers
Current New Business Revenue*
Revenue Ratio*
Total Leads*
Bookings*
Closing Rate*
Average Package*
Daily Booking Average*
Number of Days Left in Month*
Monthly Revenue Projection*
Number of Weddings for This Year*
Projected Number of Weddings for This Year*
Number of Weddings for Next Season*
Number of Leads Refused*
Potential Lost Revenue*

Meeting Data
Create Events*
Created Event for The Month
Completed Events:*
Completed Events for The Month
Rescheduled Events:*
Rescheduled Events for The Month
Canceled Events:*
Number of Cancelled Events
Monthly Cancellation Rate*
Planning Team
Meetings/Calls
Total Meetings:
Planner 1:
Planner 2:
Team Total:

Total Calls:
Planner 1:
Planner 2:
Team Total:

Discounts
Total Number of Discounts Offered
Number, not revenue.
Total Amount of Revenue Discounted
Loss revenue due to discounts
COGS on Discounts
Our Costs

Upsells
Pre Upsells Closed*
Post Upsells Closed*
Total Upsells Closed*
New Revenue + Upsells
Finances
Any overdue payments?*

RetainersFinal PaymentsAll paid up!
Number of open retainers*
Revenue left to collect (retainers)*
Number of over due final payments*
Revenue left to collect (final payments)*

Marketing Campaigns
Number of Campaigns Launched*
Campaigns*
Total Revenue from Campaigns*

Notes
Strengths
Weaknesses
Opportunities
Threats
Notes*
Checklist*

Sales Sheet UpdatedCPL/CPA's UpdatedBooked On Sheet UpdatedLeads/Booking Comparitives Sheet UpdatedProduction Sheet Updated with Pre/Post UpsellsFormulas Updated
Should be Empty: