Information

  • MONTHLY ACTION PLAN FOR (REP MAP BEING COMPLETED):

SOLUTIONS STORE REPRESENTATIVE INFORMATION

  • PREPARER: KEVIN W. JACKSON

  • SOLUTIONS STORE REP (please select)

  • STORE LOCATION

  • 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 Complete

  • ACCESSORY GOAL

  • Accessory quota for month ($$ amount)

  • Accessory actual for month ($$ amount)

  • Percent Complete

  • NET REV GOAL

  • NET REV actual for month ($$ amount)

  • NET REV quota 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 goal?

  • HOTLIST PERFORMANCE

  • Number of Remote Skins Sold

  • Number of NetGear and Logitech Products Sold

  • percent of PSU to Whole Home DVR Sold

PTO DAYS USED / TIME OCCURRENCES / CASH OCCURRENCES FOR MONTH

  • DID THE REP TAKE ANY PTO DAYS FOR THE MONTH?

  • How many total PTO days were taken for month?

  • date of PTO

  • date of PTO

  • date of PTO

  • date of PTO

  • date of PTO

  • date of PTO

  • date of PTO

  • date of PTO

  • date of PTO

  • date of PTO

  • DID THE REP HAVE ANY TIME OCCURRENCES FOR THE MONTH?

  • Date of Occurrence

  • Amount of Time the Occurrence Was For:

  • Date of Occurrence

  • Amount of Time the Occurrence Was For:

  • Date of Occurrence

  • Amount of Time the Occurrence Was For:

  • Date of Occurrence

  • Amount of Time the Occurrence Was For:

  • DID THE REP HAVE ANY CASH OCCURRENCES?

  • Date of Cash Occurrence

  • $$ Amount of Cash Occurrence

  • Date of Cash Occurrence

  • $$ Amount of Cash Occurrence

  • Date of Cash Occurrence

  • $$ Amount of Cash Occurrence

  • Date of Cash Occurrence

  • $$ Amount of Cash Occurrence

MONTHLY GOALS FOR THE CURRENT/UPCOMING MONTH

  • QUOTA/GOALS FOR THE MONTH OF:

  • PSU Quota Amount (# of units)

  • Accessory Quota (Dollar Amount $$)

  • NET REV Quota (Dollar Amount $$)

  • Store Disconnect Quota (Dollar Amount $$)

  • HOT LIST ITEM EXPECTATIONS

  • Number of Remote Skins to Sell per Shift:

  • LSU / SOUTHERN / RAGIN CAJUNS / SAINTS

  • Number of Net Gear and Logitech products to be Sold Per Month:

  • Logitech wireless keyboard, logitech wireless mouse, NetGear powerline wireless network extender kit, NetGear wireless WIFI extender, and NetGear nano adapter

  • Percentage of Total PSUs Sold That Should be Whole Home DVR (minimum)

COMMENTS & REP ACKNOWLEDGEMENT

  • ADDITIONAL COMMENTS:

  • SOLUTIONS STORE REP 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.