Audit
Previous Months Performance
% to target
Overall conversion
Self-gens
Interactive penetration
Overall comment
Current month run rates
% to target
Overall conversion
Self-gens
Interactive penetration
Overall comments
Forecast
Month forecast for all KPIs
Salesforce review
Salesforce dairies showing relevant activity? (Please list details around activity)
Salesforce dashboard review. Detail outstanding numbers and plan of action.
Salesforce audit calls
Coaching Session
Stop
Start
Continue
Other
Consultant comments
Managers comments
Signatures
Consultant
Managers
