Information

  • Manager Name

  • Store Number

  • Conducted on

  • Prepared by

  • Current Staff

Sales Metrics Performance

  • % to Quota Previous Month

  • % to Quota MTD (Goal or Trending)

  • Conversion Previous Month

  • Conversion MTD (Goal or Trending)

  • VAS Previous Month

  • VAS MTD (Goal or Trending)

  • APK Previous Month

  • APK MTD (Goal or Trending)

  • Mobile Internet Previous Month

  • Mobile Internet MTD (Goal or Trending)

  • @ Work Activations Previous Month

  • @ Work Activations MTD (Goal or Trending)

  • VOC Previous Month

  • VOC MTD (Goal or Trending)

  • 120 Day Deact % Previous Month

  • 120 Deact % MTD (Goal or Trending)

  • GP Previous Month

  • GP MTD (Goal or Trending)

  • GP Per Box Previous Month

  • GP Per Box MTD (Goal or Trending)

  • Metrics Call Outs

  • Manager Comments

Management Assessment

  • Initiative Execution

  • 8 Behaviors

  • Group Greet w/ PreCall ("Green Time, Yahtzee')

  • 2 Non-TMO Questions

  • 2 Service-Related Questions

  • 2 Device-Related Questions

  • Account Digging

  • Plan Builder Utilization

  • ARM Statement Close

  • COF (Executed Thru GroupMe)

  • Staffing

  • Development

  • Recruiting

  • Operations

  • Manager Comments

Summary

  • DM Summary and Take Aways

  • What Have You Learned?

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.