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Shipments overview report Ad hoc message to be written in SFDC within the case

@submitter Hi ….,

Please download the requested report from the below link. Data source used within the report is Yotta.

The report provides both general and detailed views on the information requested, with summaries by ship month, GBU, RTM and business model, each of them on a different tab and with values in your region’s local currency and in $. Please take into consideration that by double clicking any sum within the report you can see more details backing that value directly from the database.

If you need the report amended in any way to better suit your needs, please let me know and I will make the necessary changes. If you need help in reading or using the report, please contact me and I will schedule a practice session. If no other input is provided from your side within one business day, the case will be closed.

Recurrent message to be sent written in SFDC within the caseHi ….,

Please download the requested report from the below link. Data source used within the report is Yotta.

The report shows shipment data for the current fiscal year, together with the changes covering 5th – 12th of November. The overall shipment value for your accounts has increased from $3,549,853.35 to $3,706,733.35.

The report provides both general and detailed views on the information requested, with summaries by ship month, GBU, RTM and business model, each of them on a different tab and with values in your region’s local currency and in $. Please take into consideration that by double clicking any sum within the report you can see more details backing that value directly from the database.


Revenue overview report1

Standard resolution messages

Ad hoc message to be written in SFDC within the case@submitter Hi ….,

Please download the requested report from the below link. Data source used within the report is Omega Loaded. Please take into consideration the standard data latency related to figures flowing and becoming revenue in the system, which is up to 2 months for direct business, and up to 4 months for indirect business.

The report provides both general and detailed views on the information requested, with summaries by quarter, month, GBU and RTM, each of them on a different tab and with values in your region’s local currency and in $. Please take into consideration that by double clicking any sum within the report you can see more details backing that value directly from the database.


Recurrent message to be written in SFDC within the caseHi ….,

Please download the requested report from the below link. Data source used within the report is Omega Loaded. Please take into consideration the standard data latency related to figures flowing and becoming revenue in the system, which is up to 2 months for direct business, and up to 4 months for indirect business.

The report shows revenue data for the current fiscal year, together with the changes covering 5th – 12th of November. The overall revenue value for your accounts has increased from $10,553,852.12 to $11,270,850.12.

The report provides both general and detailed views on the information requested, with summaries by quarter, month, GBU and RTM, each of them on a different tab and with values in your region’s local currency and in $. Please take into consideration that by double clicking any sum within the report you can see more details backing that value directly from the database.


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Sales performance indicators Ad hoc, recurrent message to be sent through email in both cases

due to sensitive dataHi ….,

Please download the requested report from the below link. Data source used within the report for pipeline is SFDC, for revenue is Omega Loaded, and the Quota is provided by you.

Please take into consideration the standard data latency related to figures flowing and becoming revenue in the system, which is up to 2 months for direct business, and up to 4 months for indirect business.

The report provides the $ general figures split per quarter and GBU, and covers 4 main performance indicators: pipeline size, gap factor, revenue vs won and revenue vs quota.

Looking at the figures related to your accounts in Q1, both pipeline size and gap factor indicate a high chance to achieve quota due to enough business in pipeline. Also, revenue figures currently reflect 58% of the won business in SFDC and 32% of the Quota.

Q2 figures are not yet relevant due to the fact that we are still at the beginning of FY14.


Omega vs MyScore Ad hoc, recurrent message to be sent through email both cases due

to sensitive dataHi ….,

Please download the requested report from the below link. Data source used within the report for revenue is Omega Loaded, and MyScore is provided by you.

Please take into consideration the standard data latency related to figures flowing and becoming revenue in the system, which is up to 2 months for direct business, and up to 4 months for indirect business.

The report provides the detailed figures split per account and fiscal month, at a transaction level. It also provides an overview on the discrepancies between Omega Loaded and

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MyScore figures per account, month, GBU and RTM, each of them on a different tab. Please take into consideration that by double clicking any sum within the report you can see more details backing that value directly from the database.

The call to action tab covering direct business shows a total of $425,332 already refreshed in MyScore, $244,545 too early to be claimed due to data latency, and $123,608.14 ready to be claimed in SMCW for August.

The call to action tab covering indirect business shows a total of $847,415 already refreshed in MyScore, $365,512 too early to be claimed due to data latency, $223,841 ready to be claimed in SMCW for June and $130,101 ready to be claimed in SMCW for July.

If you need the report amended in any way to better suit your needs, please let me know and I will make the necessary changes. If you need help in reading/using the report, or submitting a claim in SMCW for the discrepancies outside data latency, please contact me and I will schedule a practice session. If no other input is provided from your side within one business day, the case will be closed.

Pipeline overview analysis Ad hoc message to be written in SFDC within the case

@submitter Hi ….,

Please download the requested analysis from the below link. Data source used within the report is SFDC.

The report provides both general and detailed views on the information requested, with summaries by Fiscal Quarter, GBU and Forecast Category. You can also see which of your opportunities are overdue, near overdue or in early stages.

If you need the analysis amended in any way to better suit your needs, please let me know and I will make the necessary changes. Also, if you need this type of report on a recurrent basis, please let me know how often you would like to receive it. If you need help in reading or using the report, please contact e and I will schedule a practice session. If no other input is provided from your side within one business day, the case will be closed.

Add comments to the Menu Page of the file:

- The won figure for this quarter currently stands at 493 k$, most of which is ISS. This means that your ISS quota is now 46% achieved.

- The pipeline shape is currently at 2%, which means that you will need to bring more opportunities in Sales Stage 1 and 2 in order to ensure business continuity.

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- The pipeline size indicator is at 3.5 which shows great probability of achieving the overall quota.

- If OPP-0001807896 is won (currently upside), it would be enough to cover your Storage and TS quotas for this quarter.

- The BCS performance compared to quota is currently at 16%. Also, the BCS value of the entire funnel is at 50%; you need to bring more BCS deals into the pipeline in order to have a chance at achieving the quota.

- You have 8 overdue opportunities in total value of 716 k$. Please make sure that this is solved either by closing down the opportunities or changing the close date.

Recurrent message to be written in SFDC within the case@submitter Hi ….,


The report provides both general and detailed views on the information requested, with summaries by Fiscal Quarter, GBU and Forecast Category. You can also see which of your opportunities are overdue, near overdue or in early stages.

If you need the analysis amended in any way to better suit your needs, please let me know and I will make the necessary changes. If you need help in reading or using the report, please contact e and I will schedule a practice session. If no other input is provided from your side within one business day, the case will be closed.


- The won figure for this quarter currently stands at 493 k$, most of which is ISS. This means that your ISS quota is now 46% achieved.

- The pipeline shape is currently at 2%, which means that you will need to bring more opportunities in Sales Stage 1 and 2 in order to ensure business continuity.

- The pipeline size indicator is at 3.5 which shows great probability of achieving the overall quota.

- If OPP-0001807896 is won (currently upside), it would be enough to cover your Storage and TS quotas for this quarter.

- The BCS performance compared to quota is currently at 16%. Also, the BCS value of the entire funnel is at 50%; you need to bring more BCS deals into the pipeline in order to have a chance at achieving the quota.

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- You have 8 overdue opportunities in total value of 716 k$. Please make sure that this is solved either by closing down the opportunities or changing the close date.

- Since last this report was ran, your won figure for Q1 increased from 319 k$ to 493 k$. However, there was also a 130 k$ decrease in commit.

- 3 open opportunities have been converted to won since last time, while 1 opportunity has been marked lost. 6 deals have entered the pipeline since last the report was ran.

Data Quality Investigation Ad hoc/recurrent message to be written in SFDC within the case (if

recurrent, only the first time the report is produced)@submitter Hi ….,


The report provides you with views of the main data quality issues impacting your opportunities. You can choose to view each discrepancy type with impacted opportunities, or a list of all opportunities along with data quality flags where there are issues.

If you need the analysis amended in any way to better suit your needs, please let me know and I will make the necessary changes. Also, if you need this type of report on a recurrent basis, please let me know how often you would like to receive it . If you need help in reading or using the report, please contact e and I will schedule a practice session. If no other input is provided from your side within one business day, the case will be closed.


- You currently have 5 overdue opportunities, with a total value of 743 k$. Open the file and select the discrepancy in order to see what corrective actions you need to take.

- The analysis shows 2 aging opportunities, meaning that their sales stage has not been amended in over 100 days. Kindly check if the current sales stage corresponds to the business reality.

- You have 2 opportunities with value less than 10$, but their name indicates they are CDR deals, so this is normal.

Etc. OSS Shipments overview report

Ad hoc message to be written in SFDC within the case

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@submitter Hi ….,

Please download the requested report from the below link. Data source used within the report is OSS (Sandy), and covers only direct business.

The report provides both general and detailed views on the information requested, with summaries by order status, ship month, GBU, and business model, each of them on a different tab and with values in your region’s local currency and in $. Please take into consideration that by double clicking any sum within the report you can see more details backing that value directly from the database.


Recurrent message to be sent written in SFDC within the caseHi ….,

Please download the requested report from the below link. Data source used within the report is OSS (Sandy), and covers only direct business.

The report shows shipment data for the current fiscal year, together with the changes covering 22nd – 29th of November. The overall shipment value for your accounts has increased from $1,064,183.94 to $1,587,985.71, from which $1,473,046.04 are delivered, $114,825.67 are shipped and $114.00 are pending.

The report provides both general and detailed views on the information requested, with summaries by order status, ship month, GBU, and business model, each of them on a different tab and with values in your region’s local currency and in $. Please take into consideration that by double clicking any sum within the report you can see more details backing that value directly from the database.


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