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Monthly Performance Dashboard Oct'23 - Blanchard

The document discusses the use of slicers in Excel, highlighting that they are supported in Excel 2010 or later. It notes that if a slicer is modified in an earlier version of Excel or if the workbook is saved in Excel 2003 or earlier, the slicer cannot be used. Additionally, it includes various charts and data related to call attempts and performance metrics for different individuals.

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blanchard.aai
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0% found this document useful (0 votes)
49 views27 pages

Monthly Performance Dashboard Oct'23 - Blanchard

The document discusses the use of slicers in Excel, highlighting that they are supported in Excel 2010 or later. It notes that if a slicer is modified in an earlier version of Excel or if the workbook is saved in Excel 2003 or earlier, the slicer cannot be used. Additionally, it includes various charts and data related to call attempts and performance metrics for different individuals.

Uploaded by

blanchard.aai
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
You are on page 1/ 27

This shape Total Attempted Calls Total Connected Calls Target

represents a slicer. 563


Slicers are
supported in Excel 469
2010 or later. 412 428 421
400 382 384
This shape 374 377
339 350 347 354
If the shapea was
represents slicer. 296
modified
Slicers arein an 250 259 252
earlier version
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118 127 121115 127118
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be in Excel Connected Calls By Hour
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500
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If the shape was 450 411
modified in an 400
earlier version of 350 349
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Excel, or if the 321 314
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saved in Excel 2003 250
This shapethe slicer
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represents a slicer. 188
cannot be used. 150 127 116
Slicers are 124106
100 102 116
supported in Excel 79 84 90 84
2010 or later. 23 68 15
50 8 48 32
0 71 7 16 105
If the shape was 9 AM 10 AM 11 AM 12 PM 1 PM 2 PM 3 PM 4 PM 5 PM 6 PM 7 PM
modified in an
earlier version of
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BLANCHARD DASHBOARD (Oct'20
Sum of New Call and Follow Up
Sum of Attempted And Connected Calls By
563 Shrishti Chanda 00 Day
Shadab Shaikh 88 172 1800
38 1600
1551 1533
421
Suraj Prasad 202Total Follow up 1430
Ishita Saxena 29 1400 1282 1277
86 Calls
00 1200
Devdas Rao
Total New Calls 1000
Debanjana Malakar 8 50 800
Prebish Xavier 67 196 600 502 526 512
202 421 396
Neha Singh Parihar 62 159 400
147 62 200
Himanshi Sharma 224
Himanshu Mishra 78 0
147
82 110 Monday Tuesday Wednesday Thursday Friday
Archit Sharma
Khushi Mittal 73 180
Sana Sayyed 17 58
Rakhi Parashar 65 104 Total Attempted Calls Total Connected Calls
0 50 100 150 200 250

Sales Capability Call opening & Elevator Pitch


6
5 5 5 5
5 4.25 Archit Sharma Debanjana
3.75 4 4 4.25 4 3.753.75 Malakar
4
1 Devdas Rao Himanshi
3 2 Sharma
Connected Call 2 Himanshu Ishita Saxena
1.5
256 New Call 1
0 2 Mishra
0 1 1.25 Khushi Mittal Neha Singh Pa
Follow Up Call 1.25
2.5 1.75 Target
1.25 ihar
2.25 4 Prebish Xavier Rakhi Parasha
188 1.75
Sana Sayyed Shadab Shaikh
Suraj Prasad
4 68 15
105 Planning & Discipline Target
6 PM 7 PM
(Oct'2023)
This chart isn't available in your version of Excel.
alls By
Total Attempted Call
Editing this shape or saving this workbook into a different file
format will permanently break the chart.
1277
7073
Total Connected Call
396
2357
Friday Total New Call

cted Calls
1688
Total Follow Up Call

g & Elevator Pitch Sales Capability 669


6
hit Sharma Debanjana 5 Average Duration
Malakar 3.75
4 3.25
vdas Rao Himanshi

manshu
Sharma
Ishita Saxena
3
2 1.5
01:14
shra 1 1 1 1 1 1 1 1 1
1
ushi Mittal Neha Singh Par- 0 Total Duration
ihar 0
bish Xavier Rakhi Parashar
na Sayyed Shadab Shaikh 00:51:44
aj Prasad

Need &Problem Discovery Target


Input & D
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Conversion % by BD
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This chart isn't available in your version of Excel.

This chart isn't available in your version of Excel. Editing this shape or saving this workbook into a different
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file format will permanently break the chart.
Input & Development Parameters Dashboard
Meeting by BD
of Excel.
New And Follow Up Meetings Sales
ok into a different 30 24 6
24 24 24 24 24 24 24 24 24 24 24 24
hart. 25 5 4.75
20
15 4 3.5
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Total Meeting Target

of Excel.
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ok into a different 2.5 6
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d
Quality by BD
This chart isn't available in your version of Excel.
Sales Capability
6 Editing this shape or saving this workbook into a different file format wi
5 4.75 permanently break the chart.
4.25
4 3.5
3 2.75
2 2 1.75 1.75
2 Presenting Value Proposition
1 1 1 1 Target
1
0
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a r o a a a l r r r d h d
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Sales Capability

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1 1 1 1 1 1 1 1 1
0

m
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ohu

Input & De
Conversion % by BD Pr
This shape represents 10
9 9
a slicer. Slicers are 9
This chart isn't available in your version of Excel. supported in Excel 8
2010 or later. 7
Editing this shape or saving this workbook into a different file 6
format will permanently break the chart. If the shape was 5
modified in an earlier 4
This shape represents 4
version of Excel, or if
a slicer. Slicers are 3
the workbook was
supported in Excel 2
saved in Excel 2003
2010 or later. 1
or earlier, the slicer
cannot be used. 0
If the shape was

Khushi Mi...

Archit Sh...
Rakhi para...
modified in an earlier
version of Excel, or if
the workbook was
saved in Excel 2003
or earlier, the slicer P
cannot be used.
This chart isn't available in your version of Excel.

Editing this shape or saving this workbook into a different file 1


format will permanently break the chart. 11%
0%
8%
1%
4%
6%
3%
9%
1%5
ut & Development Parameters Dashboard
Proposal shared By BD Count of BD Name BD w
10
9 9
9
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8 R
7 A
Is
6 H
5 M
4 4 4 H
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3 S
2
1 1 1 1
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Shadab Sh...
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Archit Sh...

Himanshu...
Rakhi para...

Prebish Xa...

Debanjana...
Himanshi...

Product wise Sales


The SLII Experience
Coaching Essentials Activity Date
Blanchard Manage- 16'Oct
2%
1% ment Essentials;Self
11% 21% Leadership;Conversat 16'Oct
0% ional Capacity
The SLII 18'Oct
8%
Experience;Coaching 18'Oct
1% 2% Essentials
4% 4% 19'Oct
04'Oct
6%
11% 05'Oct
3%
06'Oct
9% 2%
1%
1%5% 8% 06'Oct
10'Oct
12'Oct
20'Oct
20'Oct
20'Oct
26'Oct
27'Oct
27'Oct
27'Oct
27'Oct
27'Oct
27'Oct
27'Oct
27'Oct
30'Oct
30'Oct
30'Oct
31'Oct
31'Oct
31'Oct
31'Oct
31'Oct
31'Oct
31'Oct
31'Oct
Grand Total
s Dashboard
Willingness to learn
BD wise Sales Target Sales Capability
6
Khushi Mittal
Rakhi parashar 5 5 5 5 5 5 5 5 5 5 5
Archit Sharma 5
Ishita Saxena 4
Himanshu 4
Mishra
Himanshi 3
Sharma
Shadab Shaikh
2

1
0
0
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h Ma da Sh a
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chi ana De nsh nsh shit hus ing ebi khi San ada Sur
Ar anj a
m im
a I K
a
S Pr
R a S h
De
b Hi H Ne
h

BD Name Client name Company Name


Khushi Mittal Aakanksha L. Organisation Effectiveness director
Khushi Mittal Aakanksha L. Organisation Effectiveness director
Rakhi parashar Sanket mamar Entytle
Ishita Saxena Cyril Jose The Federal Bank Limited
Archit Sharma Kanak Bajpai Orient Electric
Khushi Mittal Snata Patra Clicktech Retail Pvt Ltd
Himanshu Mishra Mahua Pahwa Olympus Medical Systems India Pvt Ltd
Khushi Mittal Nitin Prakash Tatatel
Archit Sharma Albuth Jeevan AGS Health
Khushi Mittal Riya Katoch Executive HR
Rakhi parashar Nisha Aggarwal Aggarwal Sirion labs
Rakhi parashar Ankit Mishra MIQ Digital
Rakhi parashar Rakshitha S CynLr - Cybernetics Laboratory
Rakhi parashar Charvi Verma CJ Darcl
Archit Sharma Ashish Mercer
Rakhi parashar Meghna Singh Max Life Insurance Co Ltd
Rakhi parashar Arpana Coloplast
Himanshu Mishra Omkaar Ujalambkar Viacom 18
Himanshu Mishra Omkaar Ujalambkar Viacom 18
Himanshu Mishra Omkaar Ujalambkar Viacom 18
Himanshi Sharma Yogini Kulkarni Icertis
Shadab Shaikh Indraneel Kumar Das Byjus
Prebish Xavier Nida firdous HIL
Debanjana Malakar Shrenee Srivastava SrivastavaHeromotocorp
Debanjana Malakar Rahul Mathur Boston Scientific India
Debanjana Malakar Ashwini Arcot MOBIS India Limited
Khushi Mittal Sakshi Dixit Bloomsbury Publishing India
Khushi Mittal Sakshi Dixit Bloomsbury Publishing India
Khushi Mittal Prashant Singh Aditya Birla Group
Khushi Mittal Nidhi Kakkar Kakkar LG Electronics India Ltd
Rakhi parashar Pankaj Kotak Bank
Rakhi parashar Tanya Sridhar KPMG
Archit Sharma Devasheesh Kumar C&S Electric Ltd
Debanjana Malakar Ashwini Arcot MOBIS India Limited
Capability

5 5 5 5 5

r r d h d
vie sha yye haik asa
ra a
S bS jP r
Pa a a
hi San ada Sur
Sh

Values
Industry Product Name Ageing Unit's Sum of Total Actual
Software Development The SLII Experie 20 1 1125000
Software Development Coaching Essenti 20 1 500000
IT/ITES The SLII Experie 7 1 450000
BFSI Blanchard Manag 3 1 1800000
Manufactuing The SLII Experie 185 1 10000000
Retail The SLII Experie 13 1 450000
Medical Equipment Manufacturin Coaching Essenti 9 1 275000
Telecom The SLII Experie 173 1 900000
Healthcare & Pharma The SLII Experie 1 1 3390000
Manufacturing Supporting Prog 14 1 625000
(blank) Blanchard Manag 282 1 500000
Media The SLII Experie 2 1 1980000
IT/ITES Coaching Essenti 2 1 500000
Logistics Supporting Prog 2 1 300000
KPO/KBO LPTC 1 1 525000
BFSI The SLII Experie 29 1 375000
Healthcare & Pharma LPTC 3 1 700000
Media & Entertainment Blanchard Manag 9 1 2500000
Media & Entertainment Supporting Prog 9 1 3600000
Media & Entertainment Conversational 9 1 2500000
IT/ITES The SLII Experie 3 1 675000
Education The SLII Experie 29 1 3375000
Manufacturing The SLII Experie 15 1 1327500
Professional Service The SLII Experie 1 1 2607800
Medical Equipment Manufacturin Building Trust 14 1 318600
Manufacturing Teams;LPTC 15 1 3244410
Media & Entertainment The SLII Experie 134 1 450000
Media & Entertainment Self Leadership 134 1 200000
BFSI Blanchard Manag 7 1 500000
FMCG/FMCD The SLII Experie 7 1 1125000
BFSI LPTC;Building Tr 5 1 975000
IT/ITES The SLII Experie 42 1 375000
IT/ITES The SLII Experie 7 1 252000
Manufacturing Teams;LPTC;Conv 16 1 4714100
53134410
Discount % Sum of Proposed Amount
0% 1125000
0% 500000
0% 450000
0% 1800000
0% 2000000
0% 450000
0% 275000
0% 900000
0% 1000000
0% 625000
0% 500000
0% 1980000
0% 500000
0% 300000
24% 400000
0% 375000
0% 700000
0% 2500000
0% 3600000
0% 2500000
33% 450000
0% 3375000
0% 1917500
0% 2607800
0% 318600
0% 3244410
0% 450000
0% 200000
0% 500000
0% 1125000
0% 975000
0% 375000
0% 400000
0% 4714100
57% 43132410
Output &
This shape represents
a slicer. Slicers are BD wise Sales
supported in Excel
2010 or later. Archit Sharma

If the shape was


modified in an earlier
version of Excel, or if
the workbook was
saved in Excel 2003
or earlier, the slicer
cannot be used.
1119300

Product wise Sales

19%
customized solu-
tion

Self Leadership
51%
The SLII Expe-
rience
30%
utput & Development Parameters Dashboa
Number Of Closures
2
3.5
3
3
2
2.5
2
1.5
1
3
0.5
0
Archit Sharma 1.75
Dashboard
Result (Goal) Orientation
Archit Sharma
2 1.25 2.25
Debanjana Malakar
1.25 Devdas Rao
2 Himanshi Sharma
Himanshu Mishra
Ishita Saxena
Khushi Mittal
Target 2 Neha Singh Parihar
4 Prebish Xavier
3 1.75 Rakhi Parashar
1.75
Sana Sayyed
Shadab Shaikh
3
1.75 Suraj Prasad
1.25
This shape represents a IN TAT & BEYOND TAT LEADS
slicer. Slicers are
17.5
supported in Excel 2010 12
12.5
or later.
7.5
Column Labels B
1 2 2 1 2 2 2
2.5 IN TAT
If the shape was modified Pre- Deban- Shada Ishita Archit Rakhi Khushi Suraj Hi- Hi- Neha Total
in an earlier version of bish jana b
Xavier Malak Shaikh
Saxena Sharm parash Mittal Prasad man-
a ar shu
man-
shi
Singh Lead

Excel, or if the workbook ar Mishra sharm


a
was saved in Excel 2003 Col 1 2 2 1 2 2 2 NaN NaN NaN NaN 12
um
or earlier, the slicer cannot n
La-
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s
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IN 4 NaN 1 NaN NaN 1 4 2 1 1 1 15
TA
T

LEAD By DAYS
15
15

13 12
11

9 Column
8 Labels Be
Yes
7

5
3
3 2 2 2 2 2
1 1 1 1 1 1
1
45212 45216 45218 45202 45205 45208 45211 45219 45222 45229 45230 Total
Lead
Column La- 1 3 2 2 NaN NaN 2 NaN NaN NaN 2 12
bels Beyond
TAT
Yes 1 NaN NaN NaN 1 1 NaN 2 1 1 8 15
MARKETING LEAD COMPLIANC
DS
LEAD %
12

Column Labels Beyond TAT


IN TAT
Hi- Neha Total
an- Singh Lead
shi
arm
56%
a 44%
aN NaN 12

1 1 15

IN TAT Beyond TAT

15 Date Email Id Lead Name


10/13/2023 [email protected] Nida firdous
12
[email protected] Baishakhi Ganguli
10/17/2023 [email protected] Rahul Mathur
Column
8 Labels Beyond TAT [email protected] Rekha Malekar
Yes
[email protected] Vibha gawde
10/19/2023 [email protected] Kumar
[email protected] Ramdas Shenoy
2
1 10/3/2023 [email protected] RICHARD NATHANIEL D
[email protected] VIJAYAWADA FACILITIE
2 45229 45230 Total
Lead 10/6/2023 [email protected] Roopa Ks
NaN 2 12
10/9/2023 [email protected] Kulkarni
10/12/2023 [email protected] Aanand Game
1 8 15
[email protected] Sanket mamar
10/20/2023 [email protected] Prerna Anand
[email protected] Lokesh Garg
10/23/2023 kumar.shashank@cosmofirst. Kumar Shashank
10/30/2023 mohammedirfan5891@gmail. Mohammed Irfan S
10/31/2023 [email protected] Jyoti Singh
[email protected] Hashim Kalam
[email protected] Subhash Machare
[email protected] shalini r
[email protected] Rajesh Yadav
[email protected] Vijaykumar Parupally
[email protected] Lokesh Ahirwar
[email protected] DULESH MARKAM
[email protected] Shayan Fernandes
[email protected] Dhanakarna Amruthalur
MPLIANCE DASHBOARD
Leads Status

Hot; 2

New Lead; 8
Dead; 5

Warm; 3

Cold; 9

Brand BD Name Lead Level Source


KB Prebish Xavier Level A Chat
KB Prebish Xavier Level A Call
KB Debanjana Malakar Level B Google Search
KB Shadab Shaikh Level A Website
KB Ishita Saxena Level B Chat
KB Archit Sharma Level A Google Search
KB Shadab Shaikh Level A Google Search
KB Rakhi parashar Level B Linkedin Ad
KB Khushi Mittal Level B Linkedin Ad
KB Khushi Mittal Level A Mailer
KB Khushi Mittal Level A Social Media
KB Khushi Mittal Level A Social Media
KB Rakhi parashar Level A Call
KB Khushi Mittal Level A Direct Website
KB Prebish Xavier Level A Social Media
KB Prebish Xavier Level B Reference
KB Suraj Prasad Level A Linkedin Ad
KB Khushi Mittal Level B Linkedin Ad
KB Rakhi parashar Level B Linkedin Ad
KB Shadab Shaikh Level B Linkedin Ad
KB Himanshu Mishra Level B Linkedin Ad
KB Himanshi sharma Level C Linkedin Ad
KB Neha Singh Level B Linkedin Ad
KB Prebish Xavier Level B Linkedin Ad
KB Debanjana Malakar Level C Linkedin Ad
KB Suraj Prasad Level B Linkedin Ad
KB Archit Sharma Level B Linkedin Ad
ARD
Status Total Lead

2 27
New Lead; 8
IN TAT

15
Beyond TAT

Cold; 9 12
IN TAT %
Remarks
in discussion
56%
Not attempted
Beyond TAT %
CALLED AND MESSAGED AND COMMUNICATION DONE
meeting
Number is temporarily out of service
44%
Proposal shared
cold
asked to reconnect tomorrow
doesn't understand english
said not interested not the concerned person
not interested herself a trainer
call later
Proposal
call later
tomorrow meeting has been fixed
he asked to arrange a call on 26th second half
he hasn't made any inq. asked to share the deck on official email. texted.
unreachable
not the concerned person and said i am not looking for any program.
he clarified that the requirements he shared are for one participant
unanswered
he disconnected the call
Did not pick up.
he said he was looking for a job
THE LEAD HAS BEEN CALLED AND DISPOSED YESTERDAY. SHARING THE SS ALONG
in a meeting now. call by 5.30pm
NP

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