reporting system

7/27/2019 Reporting System

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Healthcare

Companys Systems & Fundamentals

Anwer Khan

Business Unit Manager

Wilsons Healthcare Pure is Cure


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3Anwer Khan5/5/2013

Wilsons

Healthcare Representative

Reporting System

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Work Plan

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Each Healthcare Representative is supposed to submit his Work Plan for

forthcoming month on 22nd of every month to his DSM.

Wilsons Healthcare District Sales Manager is supposed to submit his Work

Plan and reporting teams Work Plan on 25th of every month to SM.

Wilsons Healthcare SM is supposed to submit his Work Plan along with his

teams Work Plan on 28th of every month to respective BUM.

Wilsons Healthcare Work Plan format is attached on next slide

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Healthcare

Work Plan SPO / DSM/ SMName: Designation:

Month: Territory / District / Zone:

Date (D-M-Y) Day Morning CP Evening CP Station Objective

Submitted by, Approved by ,

Date: Date:


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Healthcare Representative

Work Schedule


Each Healthcare Representative is supposed to submit his Work Schedule on

quarterly basis to his DSM and not supposed to make any changes &

amendments without his DSMs and SMs approval .

On quarterly basis after necessary amendments Work Schedule is supposed

to be submitted to DSM on 15th of last month (3rd month) of each quarter so

that he can review and submit to his SM by 22nd of last month (3rd Month) of

each quarter for review and final approval.

On quarterly basis BUM is supposed to receive Healthcare Representatives

Work Schedule on 28th of last month (3rd Month ) of each quarter so that he

can use if need be during his field work in forthcoming quarter.

Wilsons Healthcare Work Schedules format is attached on next slide

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Representative Monthly Work Schedule

Day DayName Healthcare Representative Code Name Healthcare Representative Code

Morning Contact Point Time Morning Contact Point Time

Evening Contact Point Time Evening Contact Point Time

Dstrict Sales Manager's Name District Dstrict Sales Manager's Name District

Morning Morning

S.N

oCode Morning Doctors Speciality Designation Area DD/MM/YY S.No Code Morning Doctors Speciality Designation Area DD/MM/YY

Evening Evening

S.N

o

Code Evening Doctors Speciality Designation Area DD/MM/YY S.No Code Evening Doctors Speciality Designation Area DD/MM/YY

Heathcare Representative's Sign District Sales Manager's Approval Heathcare Representative's Sign District Sales Manager's Approval


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Healthcare Daily Report System


Each Healthcare Representative/DSM/SM are supposed to make their daily

call report on daily basis .

On very next day of each working day he is supposed to produce his daily

report on demand made by his supervisor or any senior of hierarchy.Two sets of Daily report copies must be submitted to DSM in weekly

Meeting .

Each DSM is responsible for sending his two sets of daily reports along with

his teams one set of daily call report to his SM just after the completion of

weekly meeting every week.Each SM is assigned to send his daily reports along with one set of DSM and

Healthcare Representative s daily reports to his BUM before the completion

of week.

Wilsons Healthcare Daily Call Reports formats are attached on next slides

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Daily

Report

Daily

HCRPure is Cure

Worked With (Name of Senior With Designation)

Morning 1 2 3

Evening 1 2 3

Name Date Designation District City Total Working Days Total Enlisted Doctors

S.No Code No Name of Doctor Class Speciality Samples Given Give Aways GivenComments / Remarks if Any

A B C D E A B C

1

2

3

4

5

6

7

8

910

11

12

Evening Work

13

14

15

16

17

18

Total Quantity Distributed Today Work Summary

Last Working Day Balance No. of Calls Today

No. of Calls

TodateCurrent Balance

S.No Name & Address Of The Pharmacy Visited Total Value of booking

COMPETITORSACTIVITY

New Product

1

2 Give Aways

3

4 Seminar / Symposium

5

6 Any Other Signature

7


Healthcare


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Daily Call

Report

For DSM

/ SM

Pure is Cure

Worked With

Morning 1 2 3

Evening 1 2 3

Name Date Designation District /Zone

S.No Code No Name of Doctor Class SpecialityComments / Remarks if Any

1

2

3

4

56

7

8

9

10

11

12

Evening Work

13

14

15

1617

18

S.No Pharmancy Demand Work Summary

1 No. of Calls Today No. of Calls Todate

2

3

Signature

4

5

6

7

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Healthcare


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Healthcare Monthly Sales Report

Name of HCR /DSM / SM /BM /CM :

Territory/

District /

Zone :

Month :

S/No Product Price

Month To Date Quarter To Date Year to Date Analysis

TargetAchieveme

nt

% TargetAchieveme

nt

% TargetAchieveme

nt

%Varience

YTD

Last MonthVarience

MTD

GOLM*

1 #DIV/0! #DIV/0! #DIV/0! 0 0 #DIV/0!

Group

Value0 0 #DIV/0! 0 0 #DIV/0! 0 0 #DIV/0! 0 0 0 #DIV/0!

2 #DIV/0! #DIV/0! #DIV/0! 0 0 #DIV/0!

Group

Value #DIV/0! 0 0 #DIV/0! 0 0 #DIV/0! 0 0 0 #DIV/0!

3 0 0 #DIV/0! #DIV/0! #DIV/0! 0 0 #DIV/0!

Group

Value#DIV/0! 0 0 #DIV/0! 0 0 #DIV/0! 0 0 0 #DIV/0!

4 0 0 #DIV/0! #DIV/0! #DIV/0! 0 0 #DIV/0!

GroupValue

#DIV/0! 0 0 #DIV/0! 0 0 #DIV/0! 0 0 0 #DIV/0!

5 0 0 #DIV/0! #DIV/0! #DIV/0! 0 0 #DIV/0!

GroupValue

#DIV/0! 0 0 #DIV/0! 0 0 #DIV/0! 0 0 0 #DIV/0!

T .Value 0 0 #DIV/0! 0 0 #DIV/0! 0 0 #DIV/0! 0 0 0 #DIV/0!



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Healthcare

Month by Month Sales Trend


Each Healthcare Representative/DSM/SM/BUM is supposed to make his

sales trend on monthly basis and before 2nd of every month every one is

supposed to furnish / produce on demand .

Wilsons Healthcare Sales Trend s format is attached on next slides

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Month By Month Sales Trend

Nmae: Designation : Territory/District/Zone :

S.No Product T.P Jan Feb Mar Q1 Apr May Jun Q2 July Aug Sep Q3 Oct Nov Dec Q4 YTD

1 A 0 0 0 0 0

Group 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

2 B

Group 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

3 C

Group 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

4 D

Group 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

5 F

Group 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

T. Group 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0



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LEAVE APPLICATION

Instructions for completing the Application For

Leave Form:

The Application for Leave form must be completed and submitted prior to

individual proceeding on leave(sick leave excepted).

All sections of this form must be fully completed. Incomplete forms will

cause a delay in processing.

Sections 1 and 2 is to be filled and Section 3 to be certified by the

employee. Section 4 will be filled by the supervisor.


Wilsons Healthcare Leave applications format is attached on next slides

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LEAVE APPLICATION

Instructions for completing the Application for Leave Form:

1. The Application for Leave form must be completed and submitted prior to individual proceeding on leave(sick leave excepted).

2. All sections of this form must be fully completed. Incomplete forms will cause a delay in processing.

3. Sections 1 and 2 is to be filled and Section 3 to be certified by the employee. Section 4 will be filled by the supervisor.

SECTION 1 - INDIVIDUAL DETAILS

Name Employee ID :

Designation Department:

Application Date Contact Phone:

(During Leaves)

SECTION 2 - LEAVE DETAILS

Leave Type: Please Specify Reason

First Day of Leave Last Day of Leave

SECTION 3 - CERTIFICATION

I certify that the leave/absence requested above is for the purpose(s) indicated. I understand that I must comply with my

employing company's procedures for requesting leave/approved absence (and provide additional documentation,

including medical certification, if required) and that falsification of information on this form may be grounds for

disciplinary action, including removal.

Signature

Date:

SECTION 4 - APPROVAL

Approved/ Disapproved Date Signature

Front Line Manager

Second Line Manager

Departmental Head5/5/2013 Anwer Khan 16

Healthcare

Leave Type

Casual Leave

Annual Leaves

Maternity Leaves

Others


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Thank You


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