Stakeholders Goal Time Period

Sl No Sales Executive Target Timeline Leads Allocated

1 Rahul [Sales Manager] 5 31st Dec 2021 20

2 Preeth 12 31st Dec 2021 50
3 Shilpa 12 31st Dec 2021 50
4 Jay 12 31st Dec 2021 50
5 Kevin 10 31st Dec 2021 50
6 Alok 10 31st Dec 2021 50
7 Nikitha 10 31st Dec 2021 50
8 Vignesh 10 31st Dec 2021 50
9 Abdul 10 31st Dec 2021 50
10 Nisha 10 31st Dec 2021 50
 KRAs
Conversion %
No of Meetings Fixed No of Proposals Sent No of Deals
[Leads to Deals]
10 8 4 20
25 15 8 16
20 15 10 20
18 10 8 16
23 17 10 20
27 15 7 14
17 12 6 12
20 10 5 10
19 13 9 18
15 9 6 12
 Next Action Steps

Revenue Generated Invoiced Amount Remarks

500000 200000
900000 300000
1200000 500000
800000 400000
1000000 400000
800000 300000
750000 300000
600000 250000
1500000 600000
1100000 550000
Sl No Company Name Name of M.A.N Designation Phone Number

1 ABC001 XYZ001 CHRO 9876543210

2 ABC002 XYZ002 Purchase Manager 9876543210
3 ABC003 XYZ003 Purchase Manager 9876543210
4 ABC004 XYZ004 CHRO 9876543210
5 ABC005 XYZ005 Purchase Manager 9876543210
6 ABC006 XYZ006 Facility Manager 9876543210
7 ABC007 XYZ007 Purchase Manager 9876543210
8 ABC008 XYZ008 Purchase Manager 9876543210
9 ABC009 XYZ009 Facility Manager 9876543210
10 ABC010 XYZ010 Facility Manager 9876543210
11 ABC011 XYZ011 Purchase Manager 9876543210
12 ABC012 XYZ012 Purchase Manager 9876543210
13 ABC013 XYZ013 Purchase Manager 9876543210
14 ABC014 XYZ014 Purchase Manager 9876543210
15 ABC015 XYZ015 Facility Manager 9876543210
16 ABC016 XYZ016 Purchase Manager 9876543210
17 ABC017 XYZ017 Purchase Manager 9876543210
18 ABC018 XYZ018 CHRO 9876543210
19 ABC019 XYZ019 Purchase Manager 9876543210
20 ABC020 XYZ020 Facility Manager 9876543210
21 ABC021 XYZ021 Facility Manager 9876543210
22 ABC022 XYZ022 Facility Manager 9876543210
23 ABC023 XYZ023 Purchase Manager 9876543210
24 ABC024 XYZ024 Purchase Manager 9876543210
25 ABC025 XYZ025 CHRO 9876543210
26 ABC026 XYZ026 Facility Manager 9876543210
27 ABC027 XYZ027 Purchase Manager 9876543210
28 ABC028 XYZ028 Facility Manager 9876543210
29 ABC029 XYZ029 Purchase Manager 9876543210
30 ABC030 XYZ030 Facility Manager 9876543210
 Email ID Date of First Call Date of Meeting Status

test@testemail.com 4-Dec-21 13-Dec-21 Meet Fixed

test@testemail.com 4-Dec-21 16-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 18-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 15-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 13-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 17-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 16-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 14-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 17-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 21-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 13-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 19-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 21-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 14-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 17-Dec-21 Meet Fixed
test@testemail.com 4-Dec-21 23-Dec-21 Follow Up
test@testemail.com 4-Dec-21 21-Dec-21 Follow Up
test@testemail.com 4-Dec-21 13-Dec-21 Follow Up
test@testemail.com 4-Dec-21 19-Dec-21 Follow Up
test@testemail.com 4-Dec-21 15-Dec-21 Follow Up
test@testemail.com 4-Dec-21 23-Dec-21 Follow Up
test@testemail.com 4-Dec-21 18-Dec-21 Follow Up
test@testemail.com 4-Dec-21 13-Dec-21 Follow Up
test@testemail.com 4-Dec-21 22-Dec-21 Follow Up
test@testemail.com 4-Dec-21 16-Dec-21 Follow Up
test@testemail.com 4-Dec-21 15-Dec-21 Follow Up
test@testemail.com 4-Dec-21 17-Dec-21 Follow Up
test@testemail.com 4-Dec-21 19-Dec-21 Follow Up
test@testemail.com 4-Dec-21 14-Dec-21 Follow Up
test@testemail.com 4-Dec-21 18-Dec-21 Follow Up
Sales Rep Assigned Next Follow Up Date Notes

Rahul
Rahul
Rahul
Rahul
Rahul
Preeth
Preeth
Preeth
Preeth
Shilpa
Shilpa
Shilpa
Shilpa
Shilpa
Shilpa
3-Jan-22 Not Available
3-Jan-22 Out of Office
3-Jan-22 Requested for Call Back
3-Jan-22 Not Available
3-Jan-22 Out of Office
3-Jan-22 Requested for Call Back
3-Jan-22 Not Available
3-Jan-22 Out of Office
3-Jan-22 Requested for Call Back
3-Jan-22 Not Available
3-Jan-22 Out of Office
3-Jan-22 Requested for Call Back
3-Jan-22 Not Available
3-Jan-22 Out of Office
3-Jan-22 Requested for Call Back
Sl No Date of Invoice Inv No Sales Item Client Name

1 4-Dec-21 102045 XYZ01 ABC001

2 5-Dec-21 102046 XYZ02 ABC002
3 6-Dec-21 102047 XYZ03 ABC003
4 7-Dec-21 102048 XYZ04 ABC004
5 8-Dec-21 102049 XYZ05 ABC005
6 9-Dec-21 102050 XYZ06 ABC006
7 10-Dec-21 102051 XYZ07 ABC007
8 11-Dec-21 102052 XYZ08 ABC008
9 12-Dec-21 102053 XYZ09 ABC009
10 13-Dec-21 102054 XYZ10 ABC010
11 14-Dec-21 102055 XYZ11 ABC011
12 15-Dec-21 102056 XYZ12 ABC012
13 16-Dec-21 102057 XYZ13 ABC013
14 17-Dec-21 102058 XYZ14 ABC014
15 18-Dec-21 102059 XYZ15 ABC015
16 19-Dec-21 102060 XYZ16 ABC016
17 20-Dec-21 102061 XYZ17 ABC017
18 21-Dec-21 102062 XYZ18 ABC018
19 22-Dec-21 102063 XYZ19 ABC019
20 23-Dec-21 102064 XYZ20 ABC020
21 24-Dec-21 102065 XYZ21 ABC021
22 25-Dec-21 102066 XYZ22 ABC022
23 26-Dec-21 102067 XYZ23 ABC023
24 27-Dec-21 102068 XYZ24 ABC024
25 28-Dec-21 102069 XYZ25 ABC025
26 29-Dec-21 102070 XYZ26 ABC026
27 30-Dec-21 102071 XYZ27 ABC027
28 31-Dec-21 102072 XYZ28 ABC028
29 1-Jan-22 102073 XYZ29 ABC029
Sales Gross Amount GST Amount Total Invoice Value TDS Deducted

1234567 12345 56789 5678

1234568 12346 56790 5679
1234569 12347 56791 5680
1234570 12348 56792 5681
1234571 12349 56793 5682
1234572 12350 56794 5683
1234573 12351 56795 5684
1234574 12352 56796 5685
1234575 12353 56797 5686
1234576 12354 56798 5687
1234577 12355 56799 5688
1234578 12356 56800 5689
1234579 12357 56801 5690
1234580 12358 56802 5691
1234581 12359 56803 5692
1234582 12360 56804 5693
1234583 12361 56805 5694
1234584 12362 56806 5695
1234585 12363 56807 5696
1234586 12364 56808 5697
1234587 12365 56809 5698
1234588 12366 56810 5699
1234589 12367 56811 5700
1234590 12368 56812 5701
1234591 12369 56813 5702
1234592 12370 56814 5703
1234593 12371 56815 5704
1234594 12372 56816 5705
1234595 12373 56817 5706
Amount Payable Date of Payment Mode of Payment Adjustments Details Category

123456 18-Dec-21 NEFT AB1

123457 19-Dec-21 NEFT AB2
123458 20-Dec-21 NEFT AB3
123459 21-Dec-21 NEFT AB4
123460 22-Dec-21 NEFT AB5
123461 23-Dec-21 NEFT AB6
123462 24-Dec-21 NEFT AB7
123463 25-Dec-21 NEFT AB8
123464 26-Dec-21 NEFT AB9
123465 27-Dec-21 NEFT AB10
123466 28-Dec-21 NEFT AB11
123467 29-Dec-21 NEFT AB12
123468 30-Dec-21 NEFT AB13
123469 31-Dec-21 NEFT AB14
123470 1-Jan-22 NEFT AB15
123471 2-Jan-22 NEFT AB16
123472 3-Jan-22 NEFT AB17
123473 4-Jan-22 NEFT AB18
123474 5-Jan-22 NEFT AB19
123475 6-Jan-22 NEFT AB20
123476 7-Jan-22 NEFT AB21
123477 8-Jan-22 NEFT AB22
123478 9-Jan-22 NEFT AB23
123479 10-Jan-22 NEFT AB24
123480 11-Jan-22 NEFT AB25
123481 12-Jan-22 NEFT AB26
123482 13-Jan-22 NEFT AB27
123483 14-Jan-22 NEFT AB28
123484 15-Jan-22 NEFT AB29
Commissions if Any Remarks