TO : All SBU
Subject: Daily text and email reports, weekly summary
Date: March 13, 2016
Effective March 15, 2016 the following shall be observed with regards to daily text and email reports. (There shall be a weekly summary
TEXT REPORTS:
Date/Day
SALES
Plots
#
Amount
Others: (Services)
IS
#
Amount
Combination
#
Amount
COLLECTION
Current
#
Amount
Less: Com
Net
Arrears
#
Amount
Total Cash on Hand
Cash
Check
Amount deposited for the day
These are daily text reports and made short for easy texting. On Saturday, aside from the days report, there shall be a summary of the week;s activity from Monday to Saturday
EMAIL REPORTS
Please format in excel and submit a daily cumulative report
Date/Day Previous days Total for the week
A SALES
1 Plots
#
Amount
Others: (Services)
IS
#
Amount
Combination
#
Amount
B Number of prospects:
A
B
C
3 Prospects sold to
4 Names and # of walk in
At need sales
5. Seller Activities
1. Recruited
2. Trained
3. Visited
4. Called/followed up
6. Dalaw paburol
Date
Time
Who joined
Sales/prospecting activity conducted
Sales prospect gathered
7. Saturation
Date
Time
Who joined
Area
Sales prospect gathered
B. COLLECTION
Current
#
Amount
Less: Com
Net
Arrears
#
Amount
Total Cash on Hand
C. DOCUMENTS:
1. Filled up
2. Sent to 3ffb
3. Received from 3ffb
4. Delivered to the customers
5. Hello service
D INTERNMENT
1. Name of deceased
2. Date of interment
3. IA Number
4. Amount received
5. Reported posted in interment notifications
6. Obits
Name
Date of upload
7. Tributes made
Name
Date of upload
8. Tribute presentation
Date
Place of presentation
9. Actual interment
Name
Estimated number of attendees
Prospects gathered
10 Names of ISG who conducted interment
11. Comment on ISG appearance and performance
12 IF Prepared
13. IF sent to 3ffb
14 IF received
15 Inventories of vault
16 # of vault used
E HR ACTIVITIES
1. # of late
2. Absent
3. AM talk
4. PE
5. Blog reads
Topic
6. Blog comments
Topic/article
Who
7. Email reads
Topic
Who
8. Recruitment
Who
Status
9. One on one conducted for mentoring
F. PARK MAINTENANCE
1. Area swept/who
2. Area cleaned/who
3. Waste can emptied/who
4. Area watered/who
5. # plants at nursery
6. Area of grass nursery
G. PARK BEAUTIFICATION
1. Contest project being done
2. Who
3. Status
H. Warehouse and inventories
1. Significant amounts in the warehouse:
Cement
Rebar
Wires
Who stay in the warehouse/standby
Status of warehouse
2. Unrepaired equipment:
Lowering device
Vault hauler
Lid placer
Carpet
Lona
Tent
3. Plan of action on unserviceable equipment
Lowering device
Vault hauler
Lid placer
Carpet
Lona
Tent
Vehicles
Brush cutter
Lawn mower
I 5s TPM conducted:
Office/Who
Warehouse/Who
Equipment
What
Who
TPM
Vehicles
Brush cutter
Lawn mower
J. Pending items at 3ffb
1. Memos
2. PDCA
3. CV
Operations
IF
K. Problems
Can be solved at SBU
Suggestions
Can be solved at 3ffb
Prepared by:
Checked by
This is a rolling cumulative report.
Thus on Monday, you fill up a column for Monday, on Tuesday, you append the Tuesday report and so on..
On Saturday, you will have a Monday to Saturday filled up and for the numbers mentioned, say total of sales, collection,, prospects, interments you place total
You must faithfully and diligently comply and do this report
For compliance.
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