Академический Документы
Профессиональный Документы
Культура Документы
USER GUIDE
A) Objectives
The objective of the Weekly Presales Report is to provide Management an overview of the progress of the various presales
activities. The Presales team is responsible for the production, timely update and submission of this report. This report is to
be submitted at a weekly basis.
B) The Worksheets
Weekly Activities : contains 2 subsections - Activities / Opportunities and Roles and Responsibilities. To keep track of the activities /
opportunities and for communicating between presales team and the management.
Activities Planned : contains 2 subsections - Activities Planned and Completed and Activities Planned for the following week.
Activities Planned and Completed is to be filled in every time a task , activity or an objective has been met. Activities Planned for the
following week is to be filled in based on the tasks or activities that are to be started on the following week. The due date may or may
not be the same week.
Weekly Activities
Activities / Opportunities
Activities / Opportunities Status % Completed Start Date End Date Actual End Date Remarks
Presales Activities List all the current presales activities and the
Status Current status of the presales activity.
The status of each activities broken down into the following
types:
Status Description
Open Have not started
In Progress In progress
Closed Have fully completed
% Completed Percentage of work completed for the activity
Start Date Target date to start the activity
End Date Target date to finish the activity
Actual End Date Actual end date
Remarks Remarks
The health status of each activity broken down into the following types:
Status Description
Red > 1 week delay
Amber <= 1 week delay or likely to be delayed
Green Within Plan
Page 2 of 3
Activities Planned
Page 3 of 4