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Activity S

T/S Name

App Time

App date

Company Name

ctivity Sheet
Contact person

Contact No

Amount

Outcome of appointment

Comments

Clients Payments
Company Name

Date Signed

First Payment

Month 1 Paid
Y/N

Month 2 Paid
Y/N

ments
Month 3 Paid
Y/N

Month 4
Paid Y/N

Month 5
Paid Y/N

Month6
Paid Y/N

Month7
Paid Y/N

Month 8
Paid Y/N

Month 9
Paid Y/N

Month 10
Paid Y/N

Month 11
Paid Y/N

Month 12 Month 13
Paid Y/N Paid Y/N

Referals Sh
Date

Company Name

Telephone

eferals Sheet
Contact person

s Sheet
Comment

Client call b
Date
10 June 2014

Sales Rep

Company Name
Octagon
Office Matters
Powermode
IQSSA
ASG
AIM SA
Networking Warehouse

Telephone no.
0828547721
011 319 7200
011 235 7744
0832912345
0119757521
0116750477
0118054111

nt call back Sheet


Category

Last Comments/date
Call for appointment
Call for appointment
Appointment for 11/06/2014
Call for appointment
Call for appointment
Call for appointment
Call for appointment

Capture system comments/ date

Resolution
Callback
Callback

Pre Weekly App b


Date

Company Name

Telephone

kly App booking


Contact person

Date Booked

Comments

Resolution

Deal Coun
Date

Telesales

Company Name

Telephone

contact person

Counter
Amount

Deposit

period

GP Figure

inventory

Total
6th
7th
8th
9th
10th
Total
13th
14th
15th
16th
17th
Total
20th
21st
22nd
23rd
24th
Total
27th
28th
29th
30th
31st
Total
Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date

0
0
0
0
0

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 150,000.00
R 67,100.00
#DIV/0!
#DIV/0!

More deals needed to get to target


Percentage of appointments presented

#DIV/0!
#DIV/0!

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

0
0
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
0

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date

Monthly Stats

3rd
4th
5th
6th
7th
Total
10th
11th
12th
13th
14th
Total
17th
18th
19th
20th
21st
Total
24th
25th
26th
27th
28th
Total

Total

Monthly target
Monthly figure
Average Deal
Closing ratio

R 100,000.00
R 280,000.00
#DIV/0!
#DIV/0!

More deals needed to get to target


Percentage of appointments presented

R 0.00

0
0
0
0

#DIV/0!
#DIV/0!

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

0
0
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
0

Total

0
3
1
0
0

0
3
3
0
0

0
3
4
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
1
0
0

R 0.00
R 0.00
R 30,000.00
R 0.00
R 0.00

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date
3rd
4th
5th
6th
7trh
Total
10th
11th
12th
13th
14th
Total
17th
18th
19th
20th
21st
Total
24th
25th
26th
27th
28th
Total

M
0
6
5
0
0

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 100,000.00
R 79,000.00
#DIV/0!
#DIV/0!

More deals needed to get to target


Percentage of appointments presented

#DIV/0!
#DIV/0!

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

0
0
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
0

Total

0
3
0
0

0
5
4
0

0
5
3
0

0
0
1
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
2
0
0

R 0.00
R 18,200.00
R 0.00
R 0.00

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date
1st
2nd
3rd
4th
Total
7th
8th
9th
10th
11th
Total
14th
15th
16th
17th
18th
Total
21st
22nd
23rd
24th
25th
Total

M
0
0
8
4
0

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 100,000.00
R 0.00
#DIV/0!
#DIV/0!

More deals needed to get to target


Percentage of appointments presented

#DIV/0!
#DIV/0!

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

0
0
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
0

5th
6th
7th
8th
9th
Total
12th
13th
14th
15th
16th
Total
19th
20th
21st
22nd
23rd
Total
26th
27th
28th
29th
30th
Total

Total
Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 150,000.00
R 0.00
#DIV/0!
#DIV/0!

More deals needed to get to target


Percentage of appointments presented

#DIV/0!
#DIV/0!

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

0
0
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
0

2nd
3rd
4th
5th
6th
Total
9th

Total

Total

Total

Total
Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 100,000.00
R 0.00
#DIV/0!
0%

More deals needed to get to target


Percentage of appointments presented

#DIV/0!
#DIV/0!

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

0
0
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
0

Total

0
0
3

0
0
3

0
0
3

0
0
0

0
0
0

0
0
0

0
0
0

0
0
0

0
0
1

R 0.00
R 0.00
R 12,000.00

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date
1st
2nd
3rd
4th
5th
Total
8th
9th
10th
11th
12th
Total
15th
16th
17th
18th
19th
Total
22nd
23rd
24th
25th
26th
Total
29th
30th
31st

M
0
0
6

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 150,000.00
R 141,000.00
#DIV/0!
#DIV/0!

More deals needed to get to target


Percentage of appointments presented

#DIV/0!
#DIV/0!

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

0
0
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
3
0
0
3
1
1
0
1
0
3
0
1
1
0
0
2

0
0
0
0
0
0
0
0
0
0
0
3
0
0
3
1
1
0
1
0
3
0
1
1
0
0
2

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date
1st
2nd
Total
5th
6th
7th
8th
9th
Total
12th
13th
14th
15th
16th
Total
19th
20th
21st
22nd
23rd
Total
26th
27th
28th
29th
30th
Total

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00

M
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3
0
0
3
1
1
0
1
0
3
0
1
1
0
0
2

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 150,000.00
R 0.00
#DIV/0!
0%

More deals needed to get to target


Percentage of appointments presented

#DIV/0!
100%

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

6
6
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
6

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date
2nd
3rd
4th
5th
6th
Total
9th
10th
11th
12th
13th
Total
16th
17th
18th
19th
20th
Total
23rd
24th
25th
26th
27th
Total
30th

0
1
0
2
0
3
0
1
1
0
0
2
0
1
0
1
0
2
0
0
1
0
0
1
0

0
1
3
2
0
6
0
1
1
0
0
2
0
1
0
1
0
2
0
0
1
0
0
1
0

0
1
3
2
0
6
0
1
1
0
0
2
0
1
0
1
0
2
0
0
1
0
0
1
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
1
1

R 0.00
R 145,000.00
R 9,500.00

0
2
0
0
0
0
0
0
0
1
0
0
0
1
0
0
0
0
0
0
0

R 0.00
R 154,500.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 10,000.00
R 0.00
R 0.00
R 0.00
R 10,000.00
R 0.00
R 0.00
R 1,000.00
R 0.00
R 0.00
R 1,000.00
R 0.00

Total

R 0.00

M
0
2
3
4
0
9
0
2
2
0
0
4
0
2
0
2
0
4
0
0
2
0
0
2
0
0
0
0
0
0

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 150,000.00
R 169,000.00
R 56,333.33
27%

More deals needed to get to target


Percentage of appointments presented
Total appointments in Diary
Total presentations done
Total no shows
Total reschedualed
Total non - Qualified
Total number of deals
Total referrals achieved
Total Activities

-0.3372781
100%
11
11
0
0
0
3
0
25

1
0
0
0
1
0
1
1
0
0
2
0
1
0
2
1
4
0
0
1
0
0
1
0
0
0
0

1
0
0
0
1
0
1
1
0
0
2
0
1
0
2
1
4
0
0
3
5
0
8
0
0
0
0

1
0
0
0
1
0
1
1
0
0
2
0
1
0
2
1
4
0
0
3
4
0
7
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1
0
1
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Total

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date
1st
2nd
3rd
4th
Total
7th
8th
9th
10th
11th
Total
14th
15th
16th
17th
18th
Total
21st
22nd
23rd
24th
25th
Total
28th
29th
30th
31st

0
0
0
0
0

1
0
0
0
0
0
0
0
0
1
0
0
1
0
0
0
0

R 10,000.00
R 0.00
R 0.00
R 0.00
R 10,000.00
R 0.00
R 56,000.00
R 0.00
R 0.00
R 0.00
R 56,000.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 4,200.00
R 0.00
R 0.00
R 4,200.00
R 0.00
R 0.00
R 0.00
R 0.00

R 0.00

0
1
0
0
0

Monthly Stats
0
2
0
0
0
2
0
2
2
0
0
4
0
2
0
4
2
8
0
0
4
5
0
9
0
0
0
0
0
0

Monthly target
Monthly figure
Average Deal
Closing ratio

R 150,000.00
R 66,000.00
R 33,000.00
14%

2.54545455
More deals needed to get to target
Percentage of appointments presented
93%
Total appointments in Diary
Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

15
14
1
0
0

Total number of deals


Total referrals achieved
Total Activities

2
0
23

0
0
0
0
0
0
0
0
0
1
0
1
0
2
1
0
1
1
0
3
0
1
1
1
0
1

0
0
3
3
0
0
0
6
0
1
0
1
0
2
1
0
1
1
0
3
0
1
1
1
0
1

0
0
2
2
0
0
0
4
0
1
0
1
0
2
1
0
1
1
0
3
0
1
1
1
0
1

0
0
1
1
0
0
0
2
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
1
0
1
0
0
2
0
1
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0

R 0.00
R 0.00
R 6,500.00
R 0.00
R 30,000.00
R 0.00
R 0.00
R 36,500.00
R 0.00
R 65,000.00
R 0.00
R 0.00
R 0.00
R 65,000.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date
1st
Total
4th
5th
6th
7th
8th
Total
11th
12th
13th
14th
15th
Total
18th
19th
20th
21st
22nd
Total
25th
26th
27th
28th
29th
Total

M
0
0
0
0
0
0
3
3
0
0
0
6
0
2
0
2
0
4
2
0
2
2
0
6
0

2
0
10

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 150,000.00
R 101,500.00
R 33,833.33
33%

1.43349754
More deals needed to get to target
Percentage of appointments presented
82%
Total appointments in Diary
Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

11
9
2
0
0

Total number of deals


Total referrals achieved
Total Activities

3
0
16

1
1
1
1
0
4
1
0

1
1
1
1
0
4
1
0

1
1
1
1
0
4
1
0

0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0

Total

Total

Total

Total activity's

Amount

Deals

Referrals

Non-Qualified

Cancelled

Rescheduled

No shows

Presentations

Apps in diary

Apps made

Date
2nd
3rd
4th
5th
6th
Total
9th
10th

0
0
0
0
0
0

R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00

R 0.00

R 0.00

R 0.00

0
0

Mo
2
2
2
2
0
8
2
0
0
0
0
2
0
0
0
0
0
0
0
0
0
0
0
0

Monthly Stats
Monthly target
Monthly figure
Average Deal
Closing ratio

R 100,000.00
R 0.00
#DIV/0!
0%

More deals needed to get to target


Percentage of appointments presented

#DIV/0!
100%

Total appointments in Diary


Total presentations done
Total no shows
Total reschedualed
Total non - Qualified

5
5
0
0
0

Total number of deals


Total referrals achieved
Total Activities

0
0
10

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