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Standard resolution messages

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 regions 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 case

Hi .,

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 regions 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.
1

Standard resolution messages

Revenue 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 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 regions 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 written in SFDC within


the case
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 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 regions local currency and
in $. Please take into consideration that by double clicking any sum within
2

Standard resolution messages


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.

Sales performance indicators

Ad hoc, recurrent message to be sent through


email in both cases due to sensitive data

Hi .,
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.
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.

Omega vs MyScore

Ad hoc, recurrent message to be sent through


email both cases due to sensitive data

Hi .,

Standard resolution messages


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 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.

Standard resolution messages


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$, most of
which is ISS. This means that your ISS quota is now 46% achieved.
The pipeline shape is currently at 2%, which means that you will need
to bring more opportunities in Sales Stage 1 and 2 in order to ensure
business continuity.
The pipeline size indicator is at 3.5 which shows great probability of
achieving the overall quota.
If OPP-0001807896 is won (currently upside), it would be enough to
cover your Storage and TS quotas for this quarter.
The BCS performance compared to quota is currently at 16%. Also, the
BCS value of the entire funnel is at 50%; you need to bring more BCS
deals into the pipeline in order to have a chance at achieving the
quota.
You have 8 overdue opportunities in total value of 716 k$. 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 .,

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. If you need
help in reading or using the report, please contact e and I will schedule a
5

Standard resolution messages


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$, most of
which is ISS. This means that your ISS quota is now 46% achieved.
The pipeline shape is currently at 2%, which means that you will need
to bring more opportunities in Sales Stage 1 and 2 in order to ensure
business continuity.
The pipeline size indicator is at 3.5 which shows great probability of
achieving the overall quota.
If OPP-0001807896 is won (currently upside), it would be enough to
cover your Storage and TS quotas for this quarter.
The BCS performance compared to quota is currently at 16%. Also, the
BCS value of the entire funnel is at 50%; you need to bring more BCS
deals into the pipeline in order to have a chance at achieving the
quota.
You have 8 overdue opportunities in total value of 716 k$. Please make
sure that this is solved either by closing down the opportunities or
changing the close date.
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 .,

Please download the requested analysis from the below link. Data source
used within the report is SFDC.
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
6

Standard resolution messages


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:


-

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

@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
regions 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 case
Hi .,
7

Standard resolution messages


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
regions 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.