INFO. REQD (OUTPUT STATEMENT)
What Shopping Baskets (online) were received - On
any given date?
- for any given period?
- for any given consultant?
- For any given client - co ?
- For any given "Industry"?
- For any given "Function"?
- For any given "Designation"?
- For any given City / Region / Country?
. DECISIONS IT WILL HELP TAKE
How are
online "inquiries (i.e. Shopping baskets) behaving? Going up / down? Do we
need additional resources to handle increasing inquiries? Do we need to hire
more "Industry - specific" consultant Do we need to open office / appoint franchisee
associate in any particular city/ Region/ Country, from where a large no. / % of shopping - baskets are
originating?
INFO. REQD (OUTPUT STATEMENT)
How many / which shopping - basket got converted
into an order? How long did it take -
from
.
Receipt of shopping basket
.
Sending of proposal / terms
Which/ how many shopping basket did not get
converted into an order? What were the reasons in each case? few, most frequent
"reasons" can be incorporated and can be "clicked". Rest
can be entered by typing) All consultant wise and overall SUMMARY.
DECISIONS IT WILL HELP TAKE
Which is the
most "frequent" reason for losing an order? Price? Deliver? our late
response? Poor Quality/ Quality of resume database i.e. stock of candidates?
. What can we do in each of these cases?
. Are any policy - changes warranted?
. Should we "revive" the case?
. Should we make an "exception"?
INFO. REQD (OUTPUT STATEMENT)
. How many
shopping - Baskets have been "answered" (i.e. proposal / terms sent)?
. How
many remaining to be answered?
. How long remaining to be answered (in
descending order)? we have promised to answer in 24 hours (on our website). All
of the above, to be "Consultant - Wise"
DECISIONS IT
WILL HELP TAKE
. What are reasons for building up of a
"backlog" - if any?
. Which consultant is in "arrears"?
why? - Reasons?
. Do we need to "re - allocate"
industries allocated to each consultant?
. What / how to re - allocate if a given
consultant is going on leave/ reassigns?
INFO. REQD. (OUTPUT STATEMENT)
. "OUT - OF - POCKET" EXPENSE
. INVOICE SUMMARY
Client wise/ Value wise / Date wise
DECISIONS IT WILL HELP TAKE
. How much payment is to be collected? from
whom? when was it due?
. Whom to follow up? How?
. Who
should follow - up?
. When was invoice sent? for what amount?
. How
much actual payment received against our invoice? How much still remaining?
Should we write off balance?
. Is there a dispute?
INFO. REQD (OUTPUT STATEMENT)
. PAYMENT CHEQUES REQD. HISTORY (Overall/ Client
wise/ Date wise)
DECISIONS IT WILL HELP TAKE
. Client wise/ Invoice - wise, cheques
received To help send out statements to clients (confirmations)
. Assist in clarifying over phone, what
payments have been received against which invoice & What payments are still TO BE READ against
each invoice
. What cheques (payments) are overdue
. "Promises Mode" Column to enter
the date, client has promised to give cheque, so that computer automatically reminds accountant on that date.
INFO. REQD
(OUTPUT STATEMENT)
INVOICE
SUMMARY TABULATION
. Client wise
. Consultant wise
. Overall
. Value
wise
.
Date wise (Anytime/ Month end/ Quarter end/ Yearend)
DECISION IT
WILL HELP TAKE
. Who
did, how much billing (absolute & and % of total billing)
.
Calculation of individual consultant's or group of consultants INCENTIVE -
EARNING for the period.
. Compare
"Outstanding" with "Invoicing"
. Find
out "band debits" (Consultant - wise)
. Find
"chronic" defaulters / black listing action to be taken
. Find
which client delays payments & by how much.
INFO. REQD (OUTPUT STATEMENT)
"FINAL
PAYMENT" Tabulation (Value wise / Date wise)
DECISIONS IT WILL HELP TAKE
. How much final payment (after adjusting
"advance" & "progress payment" is due/ overdue from
whom, when
. How to follow - up ? who shall follow up.
INFO. REQD (OUTPUT STATEMENT)
.
"PROGRESS PAYMENT" Tabulation (Value wise/ Date wise)
DECISIONS IT
WILL HELP TAKE
. For each order, is any "Progress -
payment" due? If Yes
- How
much?
- When
?
- Has
it become due or not?
- If
yes, when?
- If
not yet, then when?
. Which client/ order to follow up, when?
INFO. REQD (OUTPUT STATEMENT)
. ADVANCE /
MIN. SEARCH FEE/ RETAINER FEE TABULATION (Value wise/ Date wise)
DECISION IT WILL HELP TAKE
. For which orders /assignments we have still to
receive advance / how much / from whom/ when (Follow - Up action)
. For which, we have already received,
. Whether we should wait till advance is received?
or start work?
. Whether we have, in particular case, agreed to
work without advance?
INFO. REQD (OUTPUT STATEMENT)
. CUSTOMER OUTSTANDING PAYMENTS
Ind/ Func/
Desg. level/ Client/ Consultant wise in Chronological order) - value wise
(Descending)
DECISIONS IT
WILL HELP TAKE
. Which client to follow up? In what way - oral /
written? - How often?
. Who should make a personal visit, if required?
. Should we write - off the amount & close the
chapter? Accept lesser amount?
. Should we sent a legal notice? When?
. Should we "black - list" the client
& regret his future inquiries / shopping - baskets? (Black - listing should "disable" sending of proposals /
terms to a client)
