Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

SOLUTIONS STORE REPRESENTATIVE INFORMATION

  • SOLUTIONS STORE REP (please select)

  • MAP FOR MONTH OF (please select)

PREVIOUS MONTH'S GOAL PERFORMANCE

  • PREVIOUS MONTH BEING REVIEWED (please select)

  • PSU GOAL

  • PSU Quota for Month

  • PSU Actual for Month

  • Percent Completed

  • ACCESSORY GOAL

  • Accessory Quota for Month ($$ amount)

  • Accessory Actual for Month ($$ amount)

  • Percent Complete

  • NET REVENUE GOAL

  • Net Revenue Quota for Month ($$ amount)

  • Net Revenue Actual for Month ($$ amount)

  • Percent Complete

  • STORE DISCONNECT GOAL

  • Store Disconnect Quota for Month ($$ amount)

  • Store Disconnect Actual for Month ($$ amount)

  • Did the store meet their Disconnect Quota?

  • HOTLIST PERFORMANCE

  • Number of Remote Skins Sold

  • Percent of PSU to Whole Home DVR Sold

OCCURENCES

  • How many occurrences does the Solutions Specialist have?

  • Date of last occurrence

MONTHLY GOALS FOR THE CURRENT/UPCOMING MONTH

  • QUOTA/GOALS FOR THE MONTH OF:

  • PSU Quota Amount (# of units)

  • Accessory Quota (Dollar Amount $$)

  • Net Revenue Quota (Dollar Amount $$)

  • Store Disconnect Quota (Dollar Amount $$)

  • HOT LIST ITEM EXPECTATIONS

  • Number of Remote Skins to Sell per Shift:

  • Percentage of Whole Home DVR's to total DVR's Sold

FOCUS PLAYS

  • Focus Play #1

  • Focus Play #2

  • Focus Play #3

COMMENTS & SOLUTIONS SPECIALIST ACKNOWLEDGEMENT

  • ADDITIONAL COMMENTS:

  • SOLUTIONS SPECIALIST SIGNATURE

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.