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Professional Work samples
- 1. Product Tracking ReportProductTracking Report A Comprehensive tool for contract information reporting
- 5. California 57% Arizona 9% WA 8% CO 5% WORK SAMPLE OFNATIONAL ACCOUNT PERFORMANCE/CONTRACTED ACCOUNTS/Actuals and Forecasts
- 7. TUALS VS FORECASTACTUALS VS FORECAST PRESCRIPTION SOLUTIONS - PRISTIQ Commercial Account CARING HEALTH PLAN – PRODUCT
- 8. WORK SAMPLE OFCustomer Relationship Management Tracker – Detail Planner
- 9. WORK SAMPLE OFCustomer Relationship Management Tracker – Details vs TRx
- 10. WORK SAMPLE OFCustomer Relationship Management Tracker – Monthly Planner
- 12. WORK SAMPLE OFMONTHLY MANAGEMENT CALENDAR – District Manager Use
- 13. REPORT FOR: TerrA Joe Smith - Acct Mgr 96 Sales Sort 1 TRUE Product Contract Hospital Business/Account Summary - YTD Q3 2009 WORK SAMPLE OF HOSPITAL SALES REPORT
- 14. WORK SAMPLE OFA VACCINE DOSE CALCULATOR (TOOL for Sales force)
- 15. WORK SAMPLE OFA “TOP 80%” Business Report
- 16. WORK SAMPLE OFA “TOP Customer” Business Report
- 17. Drip Rate Calculatordeveloped for Hospital Client in Oct 2010 Drip Rate Calculator
- 26. 26 Introducing… A new toolfor Comprehensive Revenue and Sales reporting
- 27. • Forecast Revenueat Account, Product and Project Level for the next 5 years • Track Actuals against forecasts at same detail level • Allows for more precise and meaningful budget planning year to year at product level • Summarizes business by Rep and tracks progress against annual sales goals • Analyzes Top Customers and Business Contributions by Product • Integrates all products in an Eclinical portfolio • Centralized Reporting with easy to use interface and continual refresh of data What is Sales Forecaster Plus? Key Uses: - VB (Visual Basic) driven file which integrates forecasts, actuals, budgets and sales reporting into one streamlined file…hosted by MS Excel. Automated.
- 28. Key Uses (cont.) •Developed for the collaborative use of Project Managers, Finance, Sales and Contracting • Goal: Provide a user-friendly, value-added and accurate forecasting, reporting and tracking file • Serves as a control and internal audit check against actual monthly processing. • Provides a basis for labor/resource planning Ongoing Project Elements • Work with CRM and contracting to streamline data and capture standardize metrics (e.g. Master Customer List, Project codes, Contract Components, Customized queries) • Work with Corporate Accounting to better understand coding of actuals to allow for tracking of customer actuals vs forecast • Process Development – Develop ideas and implement more efficient internal processes and procedures in order to maintain consistent and accurate results.
- 29. 29 KEY DATA SOURCES CRM– Signings queries (opportunities) •SalesforecasterPlus – populated with actual contracts signed in CRM. •Forecast initially entered based upon actual physical contract and interpretation of components and billing timeframe Service Revenue File from Corporate Accounting • Lists all revenue entries by month, project and component (cost code). This data is cleaned and summarized in SFPlus and used to capture “actuals”. •Future goal is to export this data directly from internal system.
- 30. 30 “Behind the Numbers”(cont.) • DATA GATHERING – Requested new query design from CRM (Contracting Team) which provided one product per project on single line. This enabled us to determine actual value of signing at product and project level. Previously multiple projects would appear on line under any given project. Each line has one product assigned at project level • Revenue Service File – Cleaned and assigned coding necessary to integrate with SFPlus reports for purpose of “actuals” reporting.
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- 32. “3 Year SalesSummary” sheet tab Choose to display forecasts or actuals 3 Year Forecasts are availabe – Check this box to show current year only Alpha Sort or Rank Sort- Click blue symbol above desired sort column Show instructions for this Report
- 33. “Product Summary” sheettab THEN Press Show Actuals or Show Forecasts Report Notes: This product selected in this report will drive 2 other reports (Project Summary and Project Components). For example, after selecting “Show Forecasts”, all forecasted projects will appear in next report comparing forecasts and actuals. Choose product from List. Report will update automatically .
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- 35. “Project Components” sheettab Report Notes: Project List dropdown will fill with projects currently forecasted for Product Selected. In this example, it was IRT projects. Each component is listed with forecasts and actuals.
- 36. “Charts” sheet tab(Monthly) User makes selections Brand A
- 37. 2013 Goal AchievementProjections (cont.) 80% 106% 88% 64% Brand A Brand B Brand C Brand D
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- 39. An Actuarial Analysisof Retirement Goals and Risks A New Tool For Comprehensive Financial Planning Professionals COPYRIGHT 2009 JACK P PAUL ACTUARY LLC Probability Distributions for Retirement Planning PDRP Plus
- 40. COPYRIGHT 2009 JACKP PAUL ACTUARY LLC Sample Chart of Client’s Projected Range of Long-Term Care Costs Sample 65 year old single male who is insurable at standard rates for long-term care insurance. He has chosen a plan of long-term care that costs well above the national average, should he need it. Probability Amount of Assets Set Aside Won’t Exceed: 1% 0 5% 0 10% 0 15% 0 20% 0 25% 0 30% 0 35% 0 40% 0 45% 3,000 50% 5,000 55% 11,000 60% 19,000 65% 30,000 70% 42,000 75% 58,000 80% 80,000 85% 114,000 90% 160,000 95% 238,000 99% 462,000 99.50% 534,000 Chart displays the Probabilities that the Future Long-Term Care Costs of the Client Will Be Met By Setting Aside Certain Levels of Assets (displayed before tax)
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Editor's Notes
- #27 Linked to FTR