Individual EO Month-End Numbers Report

Manager Month-End Report
Name *

First Name Last Name
What was your office's Open Order Goal for this month?
Open Sales
Open Refi's
Open Other
TOTAL Open
Report Your Office's Actual Numbers:
Open Sales
Open Refis
Open Other
TOTAL Open
Closed Refis
Closed Sales
Closed Other
TOTAL Closed
TOTAL Revenue
Did your office achieve your Open Order Goal for this month?
What do you think contributed the most to this result?
In the following items, "Targets" are defined as:
- Anyone on your target list
- Anyone you have never worked with before
- Anyone who you have worked with before that has not directed an order to you
- Any "lost clients" that you have not worked with for 6 months or more
How many BRAND NEW orders have your office's received from TARGETS (See above definition) this month?
How many APPOINTMENTS have your office's attended with TARGETS (See above definition) this month?
Should be Empty:

Manager Month-End Report