Weekly Sales Report
Sales Rep
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Sales Rep
Full Name
Email
example@noleadtime.com
Week Number
Year
What is your new account goal for this month?
Number of new accounts open to date this month
Monthly Sales Budget
Current Booked & Shipped
GP Quoted this week (Rz)
Number of part numbers sent from clients this week for RFQ?
How many BOMs received this week?
Total talk time for week ?
Total Teams Presentation Time with Clients ( multiply by 2)?
Total client visits this week?
Total clients visits scheduled for future date?
Please confirm below:
Rows
Confirm
All 15 Diamonds: Connect with, value give on the call
All 15 Diamonds: Calls logged in RZ
All client ordering statuses updated on proposals
All prep forms completed and saved in RZ
Have all RFQs been qualified with clients?
Coaching Requests
10 Steps of the sales process
Collaborate
Search & Rescue
Validate
Intrepid Savings System
Market Analysis Report
Other
What support or resources do you feel you need to achieve your business objectives?
Submit
Should be Empty: