January 27, 2019

Re: MC 2019 -001 Amended format for text and email reports

Expanded Email. reports

GM please print hard copy and send to SBU but first format the email reports in a grid.format

TO       :    All Concerned


Date:   January 27, 2019


You are hereby enjoined to comply and implement the following amended format for daily text and email reports..


1.  Daily Text Reports:


    A SBUs


   1. Collection:


        Old

        New

        Total


        Total/Daily Target            %

        Total /Weekly Target       %

        Total /Cumulative Monthly Target

         %


    2.   Amount deposited

        Cash on Hand


    3.     Sales PHP

            Plots

            IS  at Need

               Pre Need

            FS  at Need

               Pre Need

            Cremation

            Bundled

            Total

            Total Vs. Monthly    %


  4.  IS (At Need)

       Who:

       Type:  Econo    De Luxe Luxury

       Customer Rating


  5.  Number of Prospects

       A, B, C, D


    B. Majorem Lending


       1.  Loans Released   PHP

              Retail

              Corporate

              Total

       2.  Loans Collected:

              Retail.

              Corporate

              Total


      3.  Funds collected

            IF

            MC

            ME

            TVA

            CAPF


     4.  Amounts Deposited

          COH

          Old Book Balance

          New Book Balance


C.   Treasury Assistant


    1.  Old Book Balance

    2.  Less Disbursement

    3.  Total Amount collected for the Day

    4.  Less     Deposits

    5.  Cash on Hand

    New Book Balance


D.   ICR:


   1.  Sales for the Day      PIS   Plots,   BC  Ash Crypts   Cremation

        At Need 

        Pre Need


      Less Inventories

        BC

        Plots

        Ash Crypts


  2.  New ICR

  3.  Old

  4.  Arrears


      Total


 5. Less Forfeitures

    (ADD Back inventories


 6.  Total ICR


E.   Records


 1.  New accounts for the day added


 2.  Account filed


 3.  Problem solved


4.  Accounts called/prospects


5.  DOs made


6.  Special transactions

x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-

  

 2.  Daily Email Reports


     SBUs

                        Plots   BC    IS                                FS                               Cremation                     Bundled

  1 Collection                       at Need Pre Need   at Need pre Need             At Need                    Pre   Need

     Old

     New

     Arrears


    Collection letters sent

    Forfeiture letters send


     Total


    Cumulative month

    Target  

     % to target

    Incentive target


   YTD Cumulative

    Target

     % to target


   

    Total


2.   Cash transactions


      Total Deposited

       Cash on Hand


3. Sales:


    Today


    Office contribution

    Sellers Contribution



    Add: For the month total

    Cumulative for the Month

    Target for the month

     % to target


Less forfeitures


    Cumulative for the year (YTD)

    Target

     % to target


4.  Inventories


    Beginning


     Subtractions

     Additions


     Ending


5.  Marketing and sales activities


   1.. Promotion


    1.  Prospects  (In lieu of DPMS)



Office

       A

       B

       C

       D

Number converted to sales


Sellers

     A

     B

     C

     D



    2.  Dalaw Paburol


      Who and where time



  3.  Barangays visited


     1.  Discount card given

     2.  20/20 membership given

          Conversion


 4.  Events conducted


   1.  What

   2.  Where

   3.  Amount spent

   4.  Conversion


  5.  Freebies promo items given

       1. What

       2. Sales amount


  6.  Tarps printed displayed


      1.  Where


2.  Placement:


     1.  Number recruited

     2.  +  Active Agents on hand

     3.  Cumulative Number of Agents

     4.  Number oriented

     5. Number on hands training

     6.  Sales meeting

     7  Topnotcher for the day

     8.  Topnotcher for the week

     9.  Topnotcher for the week

     6. Awards/congratulations given

     7. Sales Meeting


        One on one

         Awarding


     8.  1% of TSP  awards given to 10 or more /month sales

  

        1.  Who

        2    Amount


    9.  2% of TSP award given to 100 or more per month of Sales Directors/Agenceis


3.  Product:


    Park Appearance


    1.  Area cleaned 


         pinulutan ng dumi

         kinutuhan

         old branches cut

         trash can empited

         CR cleaned


    2. Area watered


   3.  Areas landscaped/planting made


      Trees

       Shrub

       Ground cover


  4.   Number of new plants at nursery


  5.  Area of grass nursery


 6.  Compost pit maintenance


  Customer Service:


    1.  Birthdays remembrance


         Who

         What was given


    2. Anniversary recalled


       Who

       What was given Done


   3.  Merienda served at the office


      Solids

       Liquid

       Ano naganansya/prospects gained?


  4.  Dalaw paburol

      Ano dala

      Magkano halaga

      Ilan naprospect


  5.  40th day


      Ano dala

      Magkano

      Ilan naprospect?


    6.   SERVICE RENDERED


       1.   Interment Service


     Names:  Type and date


     Lot details


     IA number


    Death Certificate Number COD


   Preparations


      Tent

      Chairs

      Funeral pack

      Flowers

      Dove


    Estimated amount to be spent


    Special features required

       1.

       2.


  Obits done   Y/N


  Video done   Y/N


   Rating:


    Name    Date   Rating


   Post interment service:


       Grasses

       Marker

       40th day


  2.  Funeral Service



 Names:  Type and date


     Type; and Pricing


     Funeral

       

          Social

          Econo

          Premium

          Luxury


        Prime

            

      Direct Cremation

      Cremation with Service

      Chapel package

     


     IA number


    Death Certificate Number COD


   Preparations


     Pick up

     Embalming

     Set up

     Flowers

     Tents


    Estimated amount to be spent


    Special features required (themes)

       1.

       2.


  Obits done   Y/N


  Video done   Y/N


   Rating:


    Name    Date   Rating


   Other services:


        Death registry

        40th day



7  Reports submitted /uploaded


   1.  Abstract

   2.  Text Report

   3.  Daily Email report

   4.   IS obt

   5.   FOFF

   6   TRT

   7    IF reimbursement/liquidation

   8.   Kaizen

   9.  .   Best reports




-x-x-x-x-x-x


                              Consolidated Accounting Reports (of All Sbus)


2.  Daily Email Reports


     SBUs

                        Plots   BC    IS                                FS                               Cremation                     Bundled

  1 Collection                       at Need Pre Need   at Need pre Need             At Need                    Pre   Need

     Old

     New

     Arrears


    

     Total


    Cumulative month

    Target  

     % to target

    Incentive target


   YTD Cumulative

    Target

     % to target


   

    Total


2.   Cash transactions


    Old Balance


      Total Deposited

       Cash on Hand

    Less Disbursement


      New Balance


3. Sales:


    Today


    Office contribution

    Sellers Contribution



    Add: For the month total

    Cumulative for the Month

    Target for the month

     % to target


Less forfeitures


    Cumulative for the year (YTD)

    Target

     % to target


4.  Inventories


    Beginning


     Subtractions

     Additions


     Ending


There has to be breakdown by SBU


-x-x-x-x-x-x-x


For formatting asap


For compliance by February 1, 2019


This is one of the deliverables by SBUs and 3f who desire ORC incentives





     


         

            

  

   


--



On Sat, Jan 26, 2019 at 3:40 PM Jorge Saguinsin <holygardens.groupnew@gmail.com> wrote:
TO       :    All Concerned

You are hereby enjoined to comply and implement the following amended format for daily text and email reports..

1.  Daily Text Reports:

    A SBUs

   1. Collection:

        Old
        New
        Total

        Total/Daily Target            %
        Total /Weekly Target       %
        Total /Cumulative Monthly Target
         %

    2.   Amount deposited
        Cash on Hand

    3.     Sales PHP
            Plots
            IS  at Need
               Pre Need
            FS  at Need
               Pre Need
            Cremation
            Bundled
            Total
            Total Vs. Monthly    %

  4.  IS (At Need)
       Who:
       Type:  Econo    De Luxe Luxury
       Customer Rating

  5.  Number of Prospects
       A, B, C, D

    B. Majorem Lending

       1.  Loans Released   PHP
              Retail
              Corporate
              Total
       2.  Loans Collected:
              Retail.
              Corporate
              Total

      3.  Funds collected
            IF
            MC
            ME
            TVA
            CAPF

     4.  Amounts Deposited
          COH
          Old Book Balance
          New Book Balance

C.   Treasury Assistant

    1.  Old Book Balance
    2.  Less Disbursement
    3.  Total Amount collected for the Day
    4.  Less     Deposits
    5.  Cash on Hand
    New Book Balance

D.   ICR:

   1.  Sales for the Day      PIS   Plots,   BC  Ash Crypts   Cremation
        At Need 
        Pre Need

      Less Inventories
        BC
        Plots
        Ash Crypts

  2.  New ICR
  3.  Old
  4.  Arrears

      Total

 5. Less Forfeitures
    (ADD Back inventories

 6.  Total ICR

E.   Records

 1.  New accounts for the day added

 2.  Account filed

 3.  Problem solved

4.  Accounts called/prospects

5.  DOs made

6.  Special transactions
x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-
  
 2.  Daily Email Reports

     SBUs
                        Plots   BC    IS                                FS                               Cremation                     Bundled
  1 Collection                       at Need Pre Need   at Need pre Need             At Need                    Pre   Need
     Old
     New
     Arrears

    Collection letters sent
    Forfeiture letters send

     Total

    Cumulative month
    Target  
     % to target
    Incentive target

   YTD Cumulative
    Target
     % to target

   
    Total

2.   Cash transactions

      Total Deposited
       Cash on Hand

3. Sales:

    Today

    Office contribution
    Sellers Contribution


    Add: For the month total
    Cumulative for the Month
    Target for the month
     % to target

Less forfeitures

    Cumulative for the year (YTD)
    Target
     % to target

4.  Inventories

    Beginning

     Subtractions
     Additions

     Ending

5.  Marketing and sales activities

   1.. Promotion

    1.  Prospects


Office
       A
       B
       C
       D
Number converted to sales

Sellers
     A
     B
     C
     D


    2.  Dalaw Paburol

      Who and where time


  3.  Barangays visited

     1.  Discount card given
     2.  20/20 membership given
          Conversion

 4.  Events conducted

   1.  What
   2.  Where
   3.  Amount spent
   4.  Conversion

  5.  Freebies promo items given
 
       1. What
       2. Sales amount

  6.  Tarps printed displayed

      1.  Where

2.  Placement:

     1.  Number recruited
     2.  +  Active Agents on hand
     3.  Cumulative Number of Agents
     4.  Number oriented
     5. Number on hands training
     6.  Sales meeting
     7  Topnotcher for the day
     8.  Topnotcher for the week
     9.  Topnotcher for the week
     6. Awards/congratulations given
     7. Sales Meeting

        One on one
         Awarding

     8.  1% awards given to 10 or more /month sales
  
        1.  Who
        2    Amount

3.  Product:

    Park Appearance

    1.  Area cleaned 

         pinulutan ng dumi
         kinutuhan
         old branches cut
         trash can empited
         CR cleaned

    2. Area watered

   3.  Areas landscaped/planting made

      Trees
       Shrub
       Ground cover

  4.   Number of new plants at nursery

  5.  Area of grass nursery

 6.  Compost pit maintenance

  Customer Service:

    1.  Birthdays remembrance

        Who
         What was given

    2. Anniversary recalled

       Who
       What was given Done

   3.  Merienda served at the office

      Solids
       Liquid
       Ano naganansya/prospects gained?

  4.  Dalaw paburol
      Ano dala
      Magkano halaga
      Ilan naprospect

  5.  40th day

      Ano dala
      Magkano
      Ilan naprospect?

    6.   SERVICE RENDERED

       1.   Interment Service

     Names:  Type and date

     Lot details

     IA number

    Death Certificate Number COD

   Preparations

      Tent
      Chairs
      Funeral pack
      Flowers
      Dove

    Estimated amount to be spent

    Special features required
       1.
       2.

  Obits done   Y/N

  Video done   Y/N

   Rating:

    Name    Date   Rating

  2.  Funeral Service


 Names:  Type and date

     Type; and Pricing

     Funeral
       
          Social
          Econo
          Premium
          Luxury

        Prime
            
      Direct Cremation
      Cremation with Service
      Chapel package
     

     IA number

    Death Certificate Number COD

   Preparations

     Pick up
     Embalming
     Set up
     Flowers
     Tents

    Estimated amount to be spent

    Special features required (themes)
       1.
       2.

  Obits done   Y/N

  Video done   Y/N

   Rating:

    Name    Date   Rating




-x-x-x-x-x-x

                              Consolidated Accounting Reports (of All Sbus)

2.  Daily Email Reports

     SBUs
                        Plots   BC    IS                                FS                               Cremation                     Bundled
  1 Collection                       at Need Pre Need   at Need pre Need             At Need                    Pre   Need
     Old
     New
     Arrears

    
     Total

    Cumulative month
    Target  
     % to target
    Incentive target

   YTD Cumulative
    Target
     % to target

   
    Total

2.   Cash transactions

    Old Balance

      Total Deposited
       Cash on Hand
    Less Disbursement

      New Balance

3. Sales:

    Today

    Office contribution
    Sellers Contribution


    Add: For the month total
    Cumulative for the Month
    Target for the month
     % to target

Less forfeitures

    Cumulative for the year (YTD)
    Target
     % to target

4.  Inventories

    Beginning

     Subtractions
     Additions

     Ending

For formatting asap

For compliance by February 1, 2019

This is one of the deliverables by SBUs and 3f who desire ORC incentives




     

         
            
  
     

--
PAGSASANAY SA TAGUMPAY (Training for Success)



























  Jorge U. Saguinsin

YOUR OFFICES ARE TO REFER TO THESE ON QUESTION ABOUT PRODUCTS information and pricing.  Please RRURAC

Holy Gardens One Stop Shop (Master Brochure)








1.  LET US WORK TOGETHER TO CREATE BEAUTIFUL LIFE STORIES (not worries)

2.  BIDDA:     BELIEVE, INSPIRE, DREAM, DO AND ACT

3.  Read and answer all email and texts.  Be responsible

 4   RRURAC   (Read, Reflect, Understand, Realize Act, Check)  # 3

5.  Makipag TIPAN -  IGALANG ang mga nasusulat:  CCD handbook at MC

     Pag uusapan sa am talk

 YOUR OFFICES ARE OBLIGED ORDERED TO UPDATE  THEIR POSTS AT THE FOLLOWING SITES: (they have been placed here for your easy reference)

   




   Weekly posting  at HolyGardens Communications and Best Pictures










 



Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office


--
PAGSASANAY SA TAGUMPAY (Training for Success)



























  Jorge U. Saguinsin

YOUR OFFICES ARE TO REFER TO THESE ON QUESTION ABOUT PRODUCTS information and pricing.  Please RRURAC

Holy Gardens One Stop Shop (Master Brochure)








1.  LET US WORK TOGETHER TO CREATE BEAUTIFUL LIFE STORIES (not worries)

2.  BIDDA:     BELIEVE, INSPIRE, DREAM, DO AND ACT

3.  Read and answer all email and texts.  Be responsible

 4   RRURAC   (Read, Reflect, Understand, Realize Act, Check)  # 3

5.  Makipag TIPAN -  IGALANG ang mga nasusulat:  CCD handbook at MC

     Pag uusapan sa am talk

 YOUR OFFICES ARE OBLIGED ORDERED TO UPDATE  THEIR POSTS AT THE FOLLOWING SITES: (they have been placed here for your easy reference)

   




   Weekly posting  at HolyGardens Communications and Best Pictures










 



Notice:   This email address is a private property of Holy Gardens Group and its contents are private and confidential.    Its contents and attachment  may not be copied nor forwarded to parties other than the ones intended to,  nor can the contents be used other than the original intent  You are advised to delete the message you received if in case it may have been wrongly sent to your good office
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