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Daily Sales Tracker 8-May

This document contains a daily sales reporting sheet tracking client calls, proposals, meetings, and follow ups made on various dates for different clients, including call outcomes, proposal results, meeting details, next steps, and contact person information. It provides a template for consistently documenting sales activities and interactions with potential and existing clients. Key data fields include client, call date, proposal status, meeting details, next steps, and primary contacts.

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shashikanth
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© © All Rights Reserved
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43 views12 pages

Daily Sales Tracker 8-May

This document contains a daily sales reporting sheet tracking client calls, proposals, meetings, and follow ups made on various dates for different clients, including call outcomes, proposal results, meeting details, next steps, and contact person information. It provides a template for consistently documenting sales activities and interactions with potential and existing clients. Key data fields include client, call date, proposal status, meeting details, next steps, and primary contacts.

Uploaded by

shashikanth
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Daily Reporting - Sales 1

Today / Date of Edit Client Call ? Call Date


11-Apr Unilog Yes 3/Apr
8-May Incuter No NA
8-May Riverbed NA NA
8-May Aruba NA NA

8-May Source Bits NA NA


8-May Nuance NA NA
9-May NTTDATA na na
9-May QUEST GLOBAL na na
9-May Capco n NA
9-May Birla Soft na na
9-May TE connectivity na na
2 3
Call Result Proposal ? Proposal Date Proposal Result Meeting ?
Proceed Yes 3/Apr Proceed Yes
NA NA NA NA NA
NA NA NA NA NA
NA NA NA NA NA

NA NA NA NA NA
NA NA NA NA NA
na
na
NA
na
na
Meeting Date Meeting Time Meeting Result Follow-up Date
12/Apr 10:00 AM Proceed 13/Apr
NA NA NA 9/May
NA NA NA 9/May
NA NA NA 9/May

NA NA NA 9/May
NA NA NA 9/May
10/May
4
Status On-board On-board Date Contact Person
Hot Hold - ABC
NA NA NA sampada
NA NA NA
NA NA NA patha sarathy
Simeon.william
Sheela
NA NA NA Vineela
NA NA NA Arjun Krishnan
na na Manjula

Supriya
Designation Email Phone Number
Director HR [email protected] 8011221122
HR [email protected] 080-67832000(231)
080-42507740
HR Recruiter [email protected] 080-33176000
Recruiter HR [email protected] 080-33176000
Recpionist 080-61349701
HR Lead Recruitment NA 080-67500800
HR NA 080-46689300
hr 8026659482
8067093500
Hr 8049425000
hr
Hr
Additional Comments
Proposal shared, will send requirements
Call and take the appointment
Did not even give the contact name of the HR they want to call the board line number and take the appointment
He was busy please have to drop him a email and get back to him
He is on leave but have to drop him a mail and take an appointment
He talks sweetly we can take her help in fixing an appointment
Have to call and fix an appointment
We need to call and fix an appointment
contact tomorrow
Contact through boardline
Contact through boardline
The Hr will get back to us
HR is at audi circle branch
the appointment
Template Sheet 1 2
Today Client Call ? Call Date Call Result Proposal ?
11-Nov Unilog Yes / No 5/Nov Proceed / Hold / Decline Yes / No

copy paste the above line for each new entry


shortcut - click on A3, press ctrl+shift+right arrow, press ctrl+c and press ctrl+v in the new row in the sales reporting sheet

"hr @amadeus" OR "talent acquisition @amadeus" OR "ta @amadeus" OR "human reso


3
Proposal Date Proposal Result Meeting ? Meeting Date Meeting Time
7/Nov Proceed / Hold / Decline Yes / No 11/Nov Morning / Afternoon / Evening

e sales reporting sheet

@amadeus" OR "human resource @amadeus" OR "recruitment @amadeus" OR "staffing @amadeus"


4
Meeting Result Follow-up Date Status On-board
Proceed / Hold / Decline 11/Nov Hot / Warm / Cold Proceed / Hold / Decline
On-board Date Contact Person Designation Email
11/Nov XYZ, BBC ABC, DEF [email protected], [email protected]
Phone Number Additional Comments
22323244 HR will share JD details via email

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