Weekly Presales Report

USER GUIDE

A) Objectives
The objective of the Weekly Presales Report is to provide Management an overview of the progress of the various presales
activities. The Presales team is responsible for the production, timely update and submission of this report. This report is to
be submitted at a weekly basis.

B) The Worksheets

Weekly Activities : contains 2 subsections - Activities / Opportunities and Roles and Responsibilities. To keep track of the activities /
opportunities and for communicating between presales team and the management.

Activities Planned : contains 2 subsections - Activities Planned and Completed and Activities Planned for the following week.
Activities Planned and Completed is to be filled in every time a task , activity or an objective has been met. Activities Planned for the
following week is to be filled in based on the tasks or activities that are to be started on the following week. The due date may or may
not be the same week.
 Weekly Activities

Weekly Presales Status Report

Department: Submitted by:

Reporting Period From: 19 Mar 2007 Reporting Period To: 23 Mar 2007

Activities / Opportunities
Activities / Opportunities Status % Completed Start Date End Date Actual End Date Remarks

Roles and Responsibilities

Name Role

Legend for Activities

Presales Activities List all the current presales activities and the
Status Current status of the presales activity.
The status of each activities broken down into the following
types:
Status Description
Open Have not started
In Progress In progress
Closed Have fully completed
% Completed Percentage of work completed for the activity
Start Date Target date to start the activity
End Date Target date to finish the activity
Actual End Date Actual end date
Remarks Remarks

The health status of each activity broken down into the following types:
Status Description
Red > 1 week delay
Amber <= 1 week delay or likely to be delayed
Green Within Plan

Legend for Roles and Responsibilities

The Roles and Responsibilities section is to allow Management to know who they can contact when needed to.
Name Name of Member
Role Role of Member

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 Activities Planned

Presales Activity Weekly Plan

Activities Planned and Completed

Objectives/Tasks / Activities Assigned to Remarks

Activities Planned From: 26 Mar 2007 To: 30 Mar 2007

Objectives/Tasks / Activities Assigned To Due Date % Completed Remarks

Presales activities consistent and according to the plan? Yes

Legend for Activities Planned and Completed

Objectives/Tasks/Activities Objectives/Tasks that are completed on the reporting week
Assigned To Name of Member being assigned the Objective/Task/Activities
Remarks Remarks

Legend for Activities Planned

Objectives/Tasks/Activities Objectives/Tasks /Activities that are to be carried out on the following period
Assigned To Name of Member being assigned the Objective/Task
Due Date Targeted due date of the objective/task/Activity
% Completed Percentage of work completed for the objective/task/Activity
Remarks Remarks
All delayed objectives/tasks/Activity will be bolded and highlighted in red

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