Time period being analyzed
Begin date _______ End date ________
Attach print outs of the following screens:
Performance Summary
Staffing Analysis
Information Gathering Efficiency
Enter information:
Total number of hours the showroom was open ________
Total number of red hours (understaffed)________
Percentage of time understaffed ________%
Total number of Traffic TRAX opportunities for this
period________
Total number of CRM opportunities for this
period________
Total number of
Total number of new unsold customers names entered into
TRAX________
Information Gathering efficiency Rate________
1.
Determine compliance issues using
Opportunity Comparison Report
2.
Address staffing using Staffing Analysis and
Overflow Reports
3.
Create comparisons between sales
associates/stores using BABTA analysis for Ave Sale, RPU and Closing Ratios
4.
Create comparisons between sales
associates/stores using IGE and RPU
5.
Review sketching and house call tracking
6.
Review Reasons and Products Reports to
provide general sales training advice
0-10
Rating for each module.
(110 possible points)
Excellent
110 - 100 points
Above Average
99 - 90 points
Average
89 - 80 points
Fair
79 - 70 points
Poor
69 - 60 points
Critical
60 or less
1.
Are you using the Salesperson Activity report every evening (30 minutes
before closing) and reconcile TRAX to total sales made each day? (Page
____ TraxBasix™ Manual)
0
____ No
10 ____ Yes
Comments
________________________________________________________________
________________________________________________________________
2.
Are all salespeople trained completely on "Customer Info and
Mailing" for editing sales and easy follow-up with
customers? (Page ____
of TraxBasix™ Manual)
0
____ No
10 ____ Yes
Comments
________________________________________________________________
________________________________________________________________
3.
Do all salespeople enter sales and customer information properly and
completely? (Page ____
of TraxBasix™ Manual)
0
____ Not at all
2
____ Started but not using
4
____ Started and set up properly but several salespeople not involved
6
____ Using but not very effectively
8
____ Using most of this program but not completely
10 ____ Set up
properly and all salespeople using completely
Comments
________________________________________________________________
________________________________________________________________
4.
Is the traffic counter program set up properly and have all technical
issues been addressed and resolved? IE:
Mailman factor, hours and properties etc. (Page
____ of TraxBasix™ Manual)
0
____ Not installed
5
____ Installed properly but properties not customized
10 ____ Set up
properly and using completely
Comments
________________________________________________________________
________________________________________________________________
5.
Are Goals set up properly and goal report being utilized? (Page
____ of TraxBasix™ Manual)
0
____ Not using at all
2
____ Started but not installed properly
4
____ Started and installed properly but not using well
6
____ Using but not effectively or several salespeople not involved
8
____ Using most of this program but not completely
10 ____ Set up
properly and all salespeople using completely
Comments
________________________________________________________________
_______________________________________________________________
6.
How does customer overflow (number of customers per hour) compare to
employee staffing per hour? (Page ____
of TraxBasix™ Manual)
0
____ 1/2 of total hours on staffing analysis reporting overflow
2
____ 40% of total hours on staffing analysis reporting overflow
4
____ 30% of total hours on staffing analysis reporting overflow
6
____ 20% of total hours on staffing analysis reporting overflow
8
____ 15% of total hours on staffing analysis reporting overflow
10 ____ 10% of
total hours on staffing analysis reporting overflow
Comments
________________________________________________________________
________________________________________________________________
7.
What is the percentage of customers who are not being entered into the
UpBoard? (Page ____
of TraxBasix™ Manual)
0
____ 81% or more difference
2
____ 61 - 80 % difference
4
____ 41 - 60 % difference
6
____ 21 - 40 % difference
8
____ 11 - 20 % difference
10 ____ 0 - 10
% difference
Total # of opportunities __________ % not entered
__________
Comments
________________________________________________________________
________________________________________________________________
8.
What percentage of salespeople are entering at least 50% of unsold
customers with telephone and addresses? (Page
____ of TraxBasix™ Manual)
10 ____ Less than
half the sales staff entering unsold customers properly
8
____ Less than 40% of the sales staff entering unsold customers properly
6
____ Less than 30% of the sales staff entering unsold customers properly
4
____ Less than 20% of the sales staff entering unsold customers properly
2
____ Less than 10% of the sales staff entering unsold customers properly
0
____ Not using at all
Comments
________________________________________________________________
________________________________________________________________
9.
Are letters personalized and defaults and automatic printing being used
properly? (Page ____
of TraxBasix™ Manual)
0
____ Not using at all (letters not customized)
2
____ Started but not set up properly
4
____ Started and set up properly but not using well
6
____ Using but not effectively
8
____ Using most of this program but not completely
10 ____ Set up
properly and using completely
Comments
________________________________________________________________
________________________________________________________________
10.
Advertising set up properly and budgets adjusted? (Page
____ of TraxBasix™ Manual)
0
____ Not using at all
2
____ Started but not installed properly
4
____ Started and installed properly but not using well
6
____ Using but not effectively
8
____ Using most of this program but not completely
10 ____ Set up
properly and using completely
Comments
________________________________________________________________
________________________________________________________________