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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5/5/2013 Anwer Khan 5
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
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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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7Anwer Khan5/5/2013
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
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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
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Healthcare
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Daily Call
Report
For DSM
/ SM
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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
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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.
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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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Pure is Cure