Example:

Suppose you want to print out a report on the status of the current week's sales progress. At the Manager Menu Item prompt, enter WOR:

Example 12-15 WOR - Workload Report

Elizabeth Manager Salesperson Selections Tuning Guide Selections ADD - Add a Salesperson MTG - Make Literature Labels CHA - Change a Salesperson PTG - Print Literature Labels DEL - Delete a Salesperson TTG - Transfer Leads BE - Be a Salesperson Miscellaneous EXIT - Exit to Master Menu Reassign Selections REA - Reassign Customers MOV - Move Customers Reports WOR - Workload Report PEN - Pending Review Report DAT - Data Integrity Report Item? WOR__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you see the first screen used to generate a Workload Report. To generate a report on the status of sales for all salespersons, choose the default, ALL. To generate a report on one salesperson, e.g., Bob, enter BOB. Next, you receive a message telling you that the report is being generated. The total count of records is given:

Example 12-16 Workload Report Screen

Elizabeth Manager - WOR Generate workload report on which salesperson? BOB_ Extracting Report Records . . . On Record 500 EXIT=Exit Advanced Telesales System \=BACK HELP=Help

You are prompted to print the report to your screen or to the system:

Example 12-17 To Print a Report to Screen

SCR - Print to Screen SYS - Print to System Printer PRI - Print to Printer Port EXIT - Exit Option? SCR_____

To print to your screen, enter SCR.

To get a hard copy of the report, enter SYS.

Next, you see Bob's report. From his workload, you can see that he has only six calls left to make to prospects and will need more prospects soon.

Example 12-18 Example of Salesperson Workload Report

15-Jun-1993 Workload Report on BOB Page 1 BOB (EZXXX) Before May 31 Jun 07 Jun 14 Jun 21 Jun 28 Beyond Action May 31 Jun 06 Jun 13 Jun 20 Jun 27 Jul 04 Jun 28 Total ------- ------- ------- ------- ------- ------- ------- ------- ------- Info 24 4 3 1 98 130 Demo 5 5 41 8 5 66 130 Sale 22 106 1 3 22 154 ======= ======= ======= ======= ======= ======= ======= ======= 22 29 9 150 9 9 186 414 Active: 260 Press the RETURN key to continue

12.8 To Generate a PENDING REVIEW Report

A group of prospects may not have responded to salespersons' calls for a period of time (predetermined by the Sales Manager). The manager needs to review these prospects to see if further effort to contact them is warranted.

12.9 To Check DATA INTEGRITY

The Sales System offers the manager a unique procedure for checking the accuracy of data. For example, a check can be done to determine if data that has been entered into the database by an operator has been entered correctly. This is useful, for example, if a company with the same name is listed but has a slightly different address listed in two places.

Example:

Suppose you want to check data entered during the current week to see if it is correct. At the Manager Menu Item prompt, enter DAT:

Example 12-19 DAT - Data Integrity Report

Elizabeth Manager Salesperson Selections Tuning Guide Selections ADD - Add a Salesperson MTG - Make Literature Labels CHA - Change a Salesperson PTG - Print Literature Labels DEL - Delete a Salesperson TTG - Transfer Leads BE - Be a Salesperson Miscellaneous EXIT - Exit to Master Menu Reassign Selections REA - Reassign Customers MOV - Move Customers Reports WOR - Workload Report PEN - Pending Review Report DAT - Data Integrity Report Item? DAT__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you see the first screen used to check data integrity. Shortly, you see a message saying the program is being loaded into your account. Next, messages appear saying that the program is being generated:

Elizabeth Manager - DAT Loading TTI_Sales:Sales_Integrity.INT Initializing . . . Structures opened EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you are asked if you want to proceed (see your report). To proceed, enter Y, otherwise, enter N. When you proceed, you see a message indicating the progress of the data check and the number of problems found:

Example 12-20 To View the Report

Elizabeth Manager - DAT Proceed? Y/N? No_ Checking sales_master On record 176 (10 problems found) EXIT=Exit Sales Sys Data Integ Check \=BACK HELP=Help

Following is a sample data integrity report:

Example 12-21 Data Integrity Report

Elizabeth Manager - DAT Sales System Data Integrity Check Key Value Problem --------- --------- ------------------------------------------------- CUSTNBR 10206 Zipcode "20014" not found CUSTNBR 10448 Nonstandard company: VANCOUVER SCHOOL DIST #37 CUSTNBR 10482 Nonstandard company: S D WARREN COMPANY CUSTNBR 10576 MA is the state for 01451, not CUSTNBR 10725 CA is the state for 90012, not EX CUSTNBR 11727 CST is the timezone for 68434, not "EST" CUSTNBR 11823 Nonstandard company: COMPUTERS UNLIMITED CUSTNBR 12182 Nonstandard company: PERA CSS - ENVISIONS CUSTNBR 12906 Zipcode "83566" not found CUSTNBR 13085 CST is the timezone for 53719, not "EST" Press the RETURN key to continue

12.10 To See a Sales Summary Report

It is mid-afternoon, and you are curious about the number of sales that your salespeople have actually made. To see a Sales Summary Report, at the Manager Menu Item prompt, enter SALES:

Example 12-22 SALES - Sales Summary Report

Elizabeth Manager Salesperson Selections Tuning Guide Selections ADD - Add a Salesperson MTG - Make Literature Labels CHA - Change a Salesperson PTG - Print Literature Labels DEL - Delete a Salesperson TTG - Transfer Leads BE - Be a Salesperson Miscellaneous EXIT - Exit to Master Menu Reassign Selections REA - Reassign Customers MOV - Move Customers Reports WOR - Workload Report PEN - Pending Review Report DAT - Data Integrity Report Item? SALES__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you see the first screen used to generate a Sales Summary Report. You are asked to enter the beginning and ending dates for the report:

Example 12-23 SALES - Prompts, Sales Summary Report

ELIZABETH Manager - Sales Summary Beginning date: Ending date : Beginning date? 062993 Ending date? 062993 Enter First, All, Blank, or a valid date EXIT = Exit \ = Back HELP = Help

Next, you are given the option to print to screen (default) or printer:

Example 12-24 Sales Summary Report - Print to Screen

ELIZABETH Manager - Sales Summary June 29, 1993 Sales Summary Page 1 June 29, 1993 +--------------------- Output Options ---------------------+ | [Screen] | System Printer | Laser Printer | | Printer Port | Save to Disk | EXIT | +----------------------------------------------------------+ Ready to print user:[suzanne]sales_summary_370002.tmp

To print the report to your screen, choose the default, screen.

Next, you see your report. It shows you that up to time of the report, on that day, there were 52 sales made:

Example 12-25 SALES - Sales Summary Report

June 30, 1993 Sales Summary Page 1 June 30, 1993 Sales Representative Calls Contacts Minutes Demos Sales --------------------- ------- ------- ------- ------- ------- ALICE 110 24 0 1 15 CHERON 110 41 0 1 8 JANET 114 40 0 8 1 JULIE 95 42 0 0 9 MATTEO 54 11 0 0 8 SUE 35 15 0 3 11 ------- ------- ------- ------- ------- Totals 518 173 0 13 52 Press the RETURN key to continue