Ratan Gupta
Ratan Gupta
Ratan Gupta
April May June July August Sept Oct Nov Dec Jan Feb Mar
No of Days in Month 30 31 30 31 31 30 31 30
Sunday 4 4 5 4 5 4 4 5
Holiday* 0 1 0 0 1 1(adm) 6 0
Leave* 1 2 19 0 2 0 1 2
Transit* 1 0 0 1(adm) 1(adm) 1 2 0
Review Meeting Days* 0 3 0 2 2 3 1(adm) 2
No of Days Available 26 21 6 27 25 21 21 25 0 0 0 0
No of Days Field Work 20 21 6 20 20 21 16 21
Total Doctor Met 191 223 50 202 210 187 140 201
Total 'A+' Doctor Call 68 98 22 99 106 82 63 100
Total A Doctor Call 123 125 28 103 104 105 77 101
Doctor Call Average 9.55 10.5 8.33 10.1 10.5 8.9 8.75 9.57
Total Chemist Visited 96 106 24 107 97 107 76 93
Chemist call Average 4.80 5.01 6 5.14 4.85 5.1 4.75 4.43
No of AW Visited 5 6 5 6 6 7 6 6
No. of PSR in the Area 4 4 4 4 4 4 4 4
No of PSR's worked with 4 4 2 4 4 4 4 4
Target 13.77 13.77 15.36 18.12 16.34 13.76 12.92 18.28
Pri. Sale 14.21 13.89 16.25 18.81 16.53 13.76 13.34 18.32
% Achievement 103.20 100.871 105.794 103.808 101.1628 100 103 100.219 #DIV/0! #DIV/0! #DIV/0! #DIV/0!
% Growth 12 14 17 19 13 14 17 6
Secondary sale 12.47 14.23 15.27 17.46 17.82 17.59 16.03 17.27
Saleable Return 0.00 0 0 0 0 0 0 0
No of Vacancy 0 0 0 0 0 0 0 0
No of Trainee PSR's 0 0 0 0 0 0 0 0
Avg. no. of Dr. call per PSR 10.84 11.12 11.43 11.79 11.83 11.87 11.45 11.57
* mark = please mention dates
SALES PERFORMANCE 2
Total Sales
YTD
Op. Stk Secondar VARIANCE PROJ
for the y sales VARIANCE Sec. Sales Pr. Sales Between
Mth (Rs. Prev. mth Tgt for Between Plan for the Plan for Tgt & Pr.
TERRITORY Val) (Rs. Val.) the Mth Tgt & Sec. Mth the Mth (Rs. Val.) 7TH 14TH 21ST CLOSE
0
24 PGS(N) 10.41 17.27 16.51 -0.76 17.5 18 0.5 3 7 13 18
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
AREA TOTAL 10.41 17.27 16.51 -0.76 17.5 18 0.5 3 7 13 18
VARIANCE
SECOND TGT. between
OPENING ARY FOR tgt & sec. SEC. SALE PRIMARY CUMM.
BRAND STOCK SALE MTH sale PLAN SALE VARIANCE ACTION PLAN
ZERODOL 17128 32533 26840 -5693 30000 27000 FOCUS ON PRODUNT WISE
AZIBACT 3090 4236 7350 3114 4400 7500 DOCTOR SELECTION
TENOLOL 3760 7755 6750 -1005 8000 6800 AND STRATEGY
TENORIC 8365 13435 16820 3385 14000 17000 IMPLEMENTATION
VINICOR 1688 1521 1077 -444 1600 1200 AND CONDUCT
SOLVIN 3465 7181 8480 1299 7200 9000 ACTIVITY
ACERA 1813 1405 2353 948 1450 2400
PERISET 1440 1059 1761 702 1100 1800
OTHERS
AREA TOTAL 10.41 17.27 16.51
BRAND PERFORMANCE 4
BRAND BUDG ACH SEC %ACH. VARIANCE GR % BUDG ACH SEC % ACH. VARIANCE GR %
VINICOR 1077 1411 1521 131 0 100 7208 7916 8098 104 0 100
Others
TOTAL SALES 18.28 18.32 17.27 100 6% 122.32 125.11 114.21 102
NEED TO WORK ON ACERA AND TO IMPLEMENT FRUIT DELIGHT ACTIVITY TO RIGHT COUSTOMER
ABM Sales Trend - Month Wise Territory Wise Value Wise - Page 1 5
(Re- Value)
Name of ABM : _________ RATAN LAL GUPTA H.Q.______________ Name Of RBM : _______________PINAKI DEB Region : _ REST OF W B
Name of
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Territory
TGT 13.77 13.77 15.36 18.12 16.34 13.76 12.92 18.28
Primary 14.21 13.89 16.25 18.81 16.53 13.76 13.34 18.32
Secondary 12.47 14.23 15.27 17.46 17.82 17.59 16.03 17.27
Month Closing 10.97 10.78 11.47 14.37 12.47 9.14 8.34 10.41
LY Sale 13.3 15.34 13.87 16.53 14.64 12.12 11.96 17.37 15.53 13.36 7.63 10.37
% ACH 103.2 101 106 104 101 100 103 100
247 PGS(N)
% GWTH 7 -9 17 19 13 14 17 6
TGT 13.77 27.54 42.9 61.02 77.36 91.12 104.04 122.32
Primary 14.21 28.1 44.35 63.16 79.69 93.45 106.79 125.11
Cumm till LY Sale 13.3 28.64 42.51 59.04 73.68 85.8 97.76 115.13
date
% ACH 103.2 104 103 104 103 103 103 102
% GWTH 12 13 16 18 16 17 16 16
TGT
Primary
Secondary
Month Closing
LY Sale
% ACH
% GWTH
TGT
Primary
Cumm till
LY Sale
date
% ACH
% GWTH
TGT
Primary
Secondary
Month Closing
LY Sale
% ACH
% GWTH
TGT
Primary
Cumm till
LY Sale
date
% ACH
% GWTH
ABM Sales Trend - Month Wise Territory Wise Value Wise - Page 2 9
(Re- Value)
Name of
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Territory
TGT
Primary
Secondary
Month Closing
LY Sale
% ACH
% GWTH
TGT
Primary
Cumm till
LY Sale
date
% ACH
% GWTH
TGT
Primary
Secondary
Month Closing
LY Sale
% ACH
% GWTH
TGT
Primary
Cumm till
LY Sale
date
% ACH
% GWTH
TGT
Primary
Secondary
Month Closing
LY Sale
% ACH
Area Total
% GWTH
TGT
Primary
Cumm till
LY Sale
date
% ACH
% GWTH
ABM Sales Trend - Month Wise Territory Wise Brand Performance 6
(Rs. Value)
Name of ABM : _ RATAN LAL GUPTA H.Q.___ KOLKATA Name Of RBM : ____________PINAKI DEB Region : REST OF W B
Name of Product Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Page 10
ABM Sales Trend - Month Wise Territory Wise Brand Performance 6
(Rs. Value)
Name of ABM : _ RATAN LAL GUPTA H.Q.___ KOLKATA Name Of RBM : ____________PINAKI DEB Region : REST OF W B
Name of Product Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Page 11
ABM Sales Trend - Month Wise Territory Wise Brand Performance 6
(Rs. Value)
Name of ABM : _ RATAN LAL GUPTA H.Q.___ KOLKATA Name Of RBM : ____________PINAKI DEB Region : REST OF W B
Name of Product Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Page 12
ABM Sales Trend - Month Wise Territory Wise Brand Performance 6
(Rs. Value)
Name of ABM : _ RATAN LAL GUPTA H.Q.___ KOLKATA Name Of RBM : ____________PINAKI DEB Region : REST OF W B
Name of Product Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Page 13
ABM Sales Trend - Month Wise Territory Wise Brand Performance 6
(Rs. Value)
Name of ABM : _ RATAN LAL GUPTA H.Q.___ KOLKATA Name Of RBM : ____________PINAKI DEB Region : REST OF W B
Name of Product Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
TGT 80 80 80 80 80 80
Primary 28 77 23 28 145 0
Secondary 14 34 91 91 91 14
Month Closing 17 25 53 53 20 7
L.Y 50 270 238 40 70 198 190 268 150 28 0 0
% ACH #DIV/0! #DIV/0! 35 96 29 35 181 0 #DIV/0! #DIV/0! #DIV/0! #DIV/0!
ZERODOL PT
% GWTH -100 -100 -88 93 -67 -86 -24 -100 -100 -100 #DIV/0! #DIV/0!
TGT 0 0 80 160 240 320 400 480 480 480 480 480
Primary 0 0 28 105 128 156 301 301 301 301 0 0
Cumm till L.Y 50 320 558 598 668 866 1056 1324 1474 1502 1502 1502
date
% ACH #DIV/0! #DIV/0! 35 66 53 49 75 63 63 63 0 0
% GWTH -100 -100 -95 -82 -81 -82 -71 -77 -80 -80 -100 -100
TGT 880 880 935 1100 990 825 770 1100
Primary 910 1837 1477 1500 884 1173 730 1585
Secondary 876 1257 1587 1891 1607 1580 1432 1457
Month Closing 749 1324 1124 727 601 568 484 568
L.Y 802 1397 998 676 930 306 708 1007 597 1042 118 363
% ACH 103 209 158 136 89 142 95 144 #DIV/0! #DIV/0! #DIV/0! #DIV/0!
ZERODOL S
% GWTH 13 31 48 122 -5 283 3 57 -100 -100 -100 -100
TGT 880 1760 2695 3795 4785 5610 6380 7480 7480 7480 7480 7480
Primary 910 2747 4224 5724 6608 7781 8511 10096 10096 10096 10096 10096
Cumm till L.Y 802 2199 3197 3873 4803 5109 5817 6824 7421 8463 8581 8944
date
% ACH 103 156 157 151 138 139 133 135 135 135 135 135
% GWTH 13 25 32 48 38 52 46 48 36 19 18 13
TGT 80 80 100 300 300 300
Primary 243 1657 1227 2468 1160 1460 1843
Secondary 157 897 1087 2139 2307 2565 2657
Month Closing 103 793 674 1086 1060 987 1024
L.Y 1557 2100 1548 1866 1800 2043 2200 1706 1997 18 0 0
% ACH #DIV/0! #DIV/0! 2071 1534 2468 387 487 614 #DIV/0! #DIV/0! #DIV/0! #DIV/0!
ZERODOL SP
% GWTH -100 -88 7 -34 37 -43 -34 8 -100 -100 #DIV/0! #DIV/0!
TGT 0 0 80 160 260 560 860 1160 1160 1160 1160 1160
Primary 0 243 1900 3127 5595 6755 8215 10058 10058 10058 10058 10058
Cumm till L.Y 1557 3657 5205 7071 8871 10914 13114 14820 16817 16835 16835 16835
date
% ACH #DIV/0! #DIV/0! 2375 1954 2152 1206 955 867 867 867 867 867
% GWTH -100 -93 -63 -56 -37 -38 -37 -32 -40 -40 -40 -40
TGT 20768 2170 22526 26620 24044 20350 19052 26840 0 0 0 0
Primary 21312 24040 28335 24750 28906 22061 29420 36037 0 0 0 0
Secondary 16974 20434 25478 27209 32168 30134 29930 32533 0 0 0 0
Month Closing 11618 15627 19221 14822 14834 12157 12457 17128 0 0 0 0
L.Y 21835 25906 24157 23465 24445 20874 18214 27847 24434 23669 9078 ###
ZERODOL % ACH 103 1108 126 93 120 108 154 134 #DIV/0! #DIV/0! #DIV/0! #DIV/0!
RANGE % GWTH -2 -7 17 5 18 6 62 29 -100 -100 -100 ###
TGT 20768 22938 45464 72084 96128 116478 135530 162370 162370 162370 162370 162370
Primary 21312 45352 73687 98437 127343 149404 178824 214861 214861 214861 214861 214861
Cumm till L.Y 21835 47741 71898 95363 119808 140682 158896 186743 211177 234846 243924 ###
date
% ACH 103 198 162 137 132 128 132 132 132 132 132 132
% GWTH -2 -5 2 3 6 6 13 15 2 -9 -12 ###
Page 14
ABM - CUSTOMER COVERAGE 7
NAME OF PSR H.Q. DOJ GRADE APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR
SUDIP MONDAL NAIHATI A+ NO. OF DR. CALL 202 275 230 278 260 274 203 272
AVG DR. CALL 11.22 12.21 1105 11.6 11.3 12.42 12 11.33
MISSED DR. (NOS.) 7 3 0 0 5 7 9 5
% COVERAGE 95 98 100 100 97 95 95 97
% ACH. (TGT) 103 101 106 104 101 100 103 100
NAME OF PSR NO. OF DR. CALL 251 268 216 287 279 284 218 292
ARIJIT CHATTERJEE BARASAT A AVG DR. CALL 11.95 12.06 10.8 11.95 12.13 12.57 12.11 12.16
MISSED DR. (NOS.) 2 1 0 0 0 3 1 3
% COVERAGE 99 99 100 100 100 98 100 98
% ACH. (TGT) 103 101 106 100 101 100 103 100
NAME OF PSR NO. OF DR. CALL 206 271 205 267 277 267 192 267
AMITAVA BANERJEE SODPURE A AVG DR. CALL 10.56 11.76 11.38 12.71 12.47 11.68 11.3 11.1
MISSED DR. (NOS.) 10 7 29 12 1 9 11 6
% COVERAGE 93 95 81 92 99 94 93 97
% ACH. (TGT) 103 101 106 100 101 100 103 100
NAME OF PSR NO. OF DR. CALL 247 251 201 261 272 271 177 273
UTPAL SAHA BELGHARIA A AVG DR. CALL 11.27 11.72 11.57 11 11 12.23 10.4 10.92
MISSED DR. (NOS.) 5 0 8 8 0 4 33 9
% COVERAGE 97 100 95 95 100 96 78 94
% ACH. (TGT) 103 101 106 100 101 100 103 100
NAME OF PSR NO. OF DR. CALL
AVG DR. CALL
MISSED DR. (NOS.)
% COVERAGE
% ACH. (TGT)
ABM (AREA) NO. OF DR. CALL
RATAN LAL GUPTA KOLKATA AVG DR. CALL 227 266 213 273 272 274 198 276
MISSED DR. (NOS.) 24 11 37 20 17 23 45 23
% COVERAGE 96% 98% 94% 97% 98% 98% 93% 98%
% ACH. (TGT) 103% 101% 106% 104% 101% 100% 103% 100%
ABM FIELDWORK DETAILS 8
ABM NAME : ___RATAN LAL GUPTA_______________ MONTH ###
Pri 18.32
Pri 18.32
Pri
Sec
Dates of Field work (Last 3 Months)
Pri 18.32
Pri 18.32
HQ
SODEPUR 3 46 18 4 47
EX/OS
AGARPARA 2 21 5 3 30
KAMARHATI 2 23 4 2 28
KANKINARA 2 21 6 2 27
TITAGARH 2 19 5 2 28
JAGATDAL 1 11 4 2 29
BHATPARA 1 10 5 2 25
ICHHAPUR 2 22 8 3 36
BARRACKPUR 2 19 11 4 53
Note : No.f of Presc. - Number of doctors prescribing our product in that market.
Business - Please mention sales of that Ex / O/S town either A/W purchase of that market or good supplied by near by A/W (HQ A/W)
9
TERRITORY COVERAGE ANALYSIS - Page 1
ARIJIT CHATTERJEE
H.Q.
BARASAT/HRID 4 51 8 6 64
Ex H.Q. / O/S
MADHYAMGRAM 2 25 6 3 34
NEWBARRACKPUR 3 37 5 3 34
BONGAON 3 39 5 3 36
BASIRHAT 3 38 6 3 37
TAKI-HASNABAD 1 9 2 2 25
AAMDANGA 2 25 5 3 34
TOTAL
Note : No.f of Presc. - Number of doctors prescribing our product in that market.
Business - Please mention sales of that Ex / O/S town either A/W purchase of that market or good supplied by near by A/W (HQ A/W)
Name of PSR SUDIP MONDAL HQ- NAIHATI
Note : No.f of Presc. - Number of doctors prescribing our product in that market.
Business - Please mention sales of that Ex / O/S town either A/W purchase of that market or good supplied by near by A/W (HQ A/W)
TOTAL
EX/OS
Note : No.f of Presc. - Number of doctors prescribing our product in that market.
Business - Please mention sales of that Ex / O/S town either A/W purchase of that market or good supplied by near by A/W (HQ A/W)
TOTAL
EX/OS
Note : No.f of Presc. - Number of doctors prescribing our product in that market.
Business - Please mention sales of that Ex / O/S town either A/W purchase of that market or good supplied by near by A/W (HQ A/W)
Ex H.Q. / O/S
TOTAL
ACTIVITIES REVIEW - Page 1 10
10
ACTIVITIES REVIEW - Page 2 10
Done
NO
10
10
ES REVIEW - Page 2 10
Done
ABM - TERRITORY WISE CRM SERVICE RECORD 11
ABM NAME :_____________RATAN LAL GUPTA HQ : ______ KOLKATA MONTH :______ Nov-08 RBM Name:____________PINAKI DEB Region:___ REST OF W B
Date:_______________________
NEW PSR J. F.W REPORT - Page 1 13
Name of ABM - HQ -
Month - Region -
Name of PSR -
Date of Joining-
Currenr Mnth last mnth 2nd last mnth 3rd last mnth 4th last mnth 5th last mnth 6th last mnth
No of field working days
No. of Drs. Met out of 50 Drs.
No of total Dr met
Total Chemist met
No of HTC done
Name of PSR -
Date of Joining-
Currenr Mnth last mnth 2nd last mnth 3rd last mnth 4th last mnth 5th last mnth 6th last mnth
No of field working days
No. of Drs. Met out of 50 Drs.
No of total Dr met
Total Chemist met
No of HTC done
Name of PSR -
Date of Joining-
Currenr Mnth last mnth 2nd last mnth 3rd last mnth 4th last mnth 5th last mnth 6th last mnth
No of field working days
No. of Drs. Met out of 50 Drs.
No of total Dr met
Total Chemist met
No of HTC done
Cc to ZBM/SM
e Utilization
Customers Met
RCPA A/W
2
2
1
No. Of Days In
Transit
Retail Call
A+ Doctors Met A Doctor Met Total Doctors Met
RCA Done Stockist Met
Retailers Met
Retention Conversion Retention Conversion Retention Conversion By ABM By PSR/ME
Day 1
Day 2
Day 3
Day 4
Day 5
Day 6
Total
PSR - Field Induction & Progress Report - Page 2
Name of PSR: HQ Region______________ Zone______________
Ability to retail
Willingness to learn
POB
Disciline
Overall Confidence
Assignments
Progress on Assignment
Note: This format to be sent after every joint field work till the time of probation