January 26, 2019

MC 2019 -001 Amended format for text and email reports

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




     

         
            
  
   

--
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)








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2 comments:

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