#htmlEditFormat(qmd_region.name)#
#htmlEditFormat(qmd_primaryManager.Firstname)# #htmlEditFormat(qmd_primaryManager.Lastname)#

MONTHLY BUSINESS REVIEW

As of #LSDateFormat(_reportingPeriod.endDate, "mmmm d, yyyy")#
#_reportingPeriod.weeksRemaining# Weeks Remaining

---> --->
select sum(calls) as calls from qmd_FoodSalesCallsByTypeLastMonth where callType = group by callType select sum(calls) as calls from qmd_BeverageSalesCallsByTypeLastMonth where callType = group by callType

FOOD
PERFORMANCE SUMMARY

TYD vs. LYD	TYE vs. TYB (Projected)
#round( qmd_foodPerformance.forecast_alt_change_pct * 100.0 )#% #lsnumberformat( round( qmd_foodPerformance.forecast_alt_change ), "-9,999" )# EUs #round( qmd_foodPerformance.forecast_alt_change_pct * 100.0 )#% #lsnumberformat( round( qmd_foodPerformance.forecast_alt_change ), "+9,999" )# EUs	#round( qmd_foodPerformance.budget_alt_diff_pct * 100.0 )#% #lsnumberformat( round( qmd_foodPerformance.budget_alt_diff ), "-9,999" )# EUs Add #lsnumberformat( qmd_foodPerformance.pipeline_alt_add, "9,999" )# EUs #round( qmd_foodPerformance.budget_alt_diff_pct * 100.0 )#% #lsnumberformat( round( qmd_foodPerformance.budget_alt_diff ), "+9,999" )# EUs debug: #lsnumberformat( qmd_foodPerformance.pipeline_alt)#

&##160;

BEVERAGE
PERFORMANCE SUMMARY

TYD vs. LYD	TYE vs. TYB (Projected)
#round( qmd_beveragePerformance.forecast_alt_change_pct * 100.0 )#% #lsnumberformat( round( qmd_beveragePerformance.forecast_alt_change ), "-9,999" )# EUs #round( qmd_beveragePerformance.forecast_alt_change_pct * 100.0 )#% #lsnumberformat( round( qmd_beveragePerformance.forecast_alt_change ), "+9,999" )# EUs	#round( qmd_beveragePerformance.budget_alt_diff_pct * 100.0 )#% #lsnumberformat( round( qmd_beveragePerformance.budget_alt_diff ), "-9,999" )# EUs Add #lsnumberformat( qmd_beveragePerformance.pipeline_alt_add, "9,999" )# EUs #round( qmd_beveragePerformance.budget_alt_diff_pct * 100.0 )#% #lsnumberformat( round( qmd_beveragePerformance.budget_alt_diff ), "+9,999" )# EUs debug: #lsnumberformat( qmd_beveragePerformance.pipeline_alt)#


LM vs. LMLY	LM vs. LM Budget
#round( qmd_foodPerformance.perf_change_pct * 100.0 )#% #lsnumberformat( round( qmd_foodPerformance.perfdiff_lm ), "-9,999" )# EUs #round( qmd_foodPerformance.perf_change_pct * 100.0 )#% #lsnumberformat( round( qmd_foodPerformance.perfdiff_lm ), "-9,999" )# EUs	#round( qmd_foodPerformance.budget_change_pct * 100.0 )#% #lsnumberformat( round( qmd_foodPerformance.budgetdiff_lm ), "-9,999" )# EUs #round( qmd_foodPerformance.budget_change_pct * 100.0 )#% #lsnumberformat( round( qmd_foodPerformance.budgetdiff_lm ), "+9,999" )# EUs debug: #lsnumberformat( qmd_foodPerformance.pipeline_alt)#

&##160;


LM vs. LMLY	LM vs. LM Budget
#round( qmd_beveragePerformance.perf_change_pct * 100.0 )#% #lsnumberformat( round( qmd_beveragePerformance.perfdiff_lm ), "-9,999" )# EUs #round( qmd_beveragePerformance.perf_change_pct * 100.0 )#% #lsnumberformat( round( qmd_beveragePerformance.perfdiff_lm ), "-9,999" )# EUs	#round( qmd_beveragePerformance.budget_change_pct * 100.0 )#% #lsnumberformat( round( qmd_beveragePerformance.budgetdiff_lm ), "-9,999" )# EUs #round( qmd_beveragePerformance.budget_change_pct * 100.0 )#% #lsnumberformat( round( qmd_beveragePerformance.budgetdiff_lm ), "+9,999" )# EUs debug: #lsnumberformat( qmd_beveragePerformance.pipeline_alt)#

#htmlEditFormat("TOP 10 NEW WINS LAST MONTH - OPERATOR")#

Annual Cases	Budget Category	Customer Name, City, State	Sales Rep
--- No data to display ---
				#NumberFormat(cases,",")#	#htmlEditFormat(BgtCatDesc)#	#htmlEditFormat(companyName)#, #htmlEditFormat(city)#, #htmlEditFormat(state)#	#htmlEditFormat(salesRepName)#

&##160;

#htmlEditFormat("TOP 10 NEW WINS LAST MONTH - OPERATOR")#

Annual Cases	Budget Category	Customer Name, City, State	Sales Rep
--- No data to display ---
				#NumberFormat(cases,",")#	#htmlEditFormat(BgtCatDesc)#	#companyName#, #city#, #state#	#htmlEditFormat(salesRepName)#

#htmlEditFormat("TOP 10 LOST EXISTING BUSINESS LAST MONTH - OPERATOR")#

Annual Cases	Budget Category	Customer Name, City, State	Sales Rep
--- No data to display ---
				#NumberFormat(cases,",")#	#htmlEditFormat(BgtCatDesc)#	#htmlEditFormat(companyName)#, #htmlEditFormat(city)#, #htmlEditFormat(state)#	#htmlEditFormat(salesRepName)#

&##160;

#htmlEditFormat("TOP 10 LOST EXISTING BUSINESS LAST MONTH - OPERATOR")#

Annual Cases	Budget Category	Customer Name, City, State	Sales Rep
--- No data to display ---
				#NumberFormat(cases,",")#	#htmlEditFormat(BgtCatDesc)#	#htmlEditFormat(companyName)#, #htmlEditFormat(city)#, #htmlEditFormat(state)#	#htmlEditFormat(salesRepName)#

#htmlEditFormat("TOP 10 DISTRIBUTOR VARIANCES")#

YTD CASE VARIANCE	YTD % VARIANCE	SKU - PRODUCT NAME	DISTRIBUTOR NAME, CITY, STATE
--- No data to display ---
				#NumberFormat(caseVariance,",")#	#round( case_var_pct * 100.0 )#%	#sku# &##160;#skuDesc#	#cdr_dstName#, #cdr_dstcity#, #cdr_dststate#

&##160;

#htmlEditFormat("TOP 10 DISTRIBUTOR VARIANCES")#

YTD CASE VARIANCE	YTD % VARIANCE	SKU - PRODUCT NAME	DISTRIBUTOR NAME, CITY, STATE
--- No data to display ---
				#NumberFormat(caseVariance,",")#	#round( case_var_pct * 100.0 )#%	#sku# &##160;#skuDesc#	#cdr_dstName#, #cdr_dstcity#, #cdr_dststate#

#htmlEditFormat("TOP 10 DISTRIBUTOR VARIANCES")#

YTD CASE VARIANCE	YTD % VARIANCE	SKU - PRODUCT NAME	DISTRIBUTOR NAME, CITY, STATE
--- No data to display ---
				#NumberFormat(caseVariance,",")#	#round( val(case_var_pct) * 100.0 )#%	#sku# &##160;#skuDesc#	#cdr_dstName#, #cdr_dstcity#, #cdr_dststate#

&##160;

#htmlEditFormat("TOP 10 DISTRIBUTOR VARIANCES")#

YTD CASE VARIANCE	YTD % VARIANCE	SKU - PRODUCT NAME	DISTRIBUTOR NAME, CITY, STATE
--- No data to display ---
				#NumberFormat(caseVariance,",")#	#round( val(case_var_pct) * 100.0 )#%	#sku# &##160;#skuDesc#	#cdr_dstName#, #cdr_dstcity#, #cdr_dststate#

PIPELINE INTEGRITY

Annual Volume:
#NumberFormat(_foodData.totalCaseVol,",")# Cases

Impact Volume:
#NumberFormat(_foodData.totalProjected,",")# Cases

&##160;

PIPELINE INTEGRITY

Annual Volume:
#NumberFormat(_bevData.totalCaseVol,",")# Cases

Impact Volume:
#NumberFormat(_bevData.totalProjected,",")# Cases

TOP 10 ACTIVE OPPORTUNITIES

Annual Cases	Impact Cases	Stage	Budget Cat Name	Account Name, City, State	Sales Rep
--- No data to display ---
						#NumberFormat(caseAmt,",")#	#NumberFormat(caseImpact,",")#	#Round(likelihoodPercent * 100)#%	#htmlEditFormat(BgtCatDesc)#	#htmlEditFormat(companyName)#, #htmlEditFormat(city)#, #htmlEditFormat(state)#	#htmlEditFormat(FirstName)# #htmlEditFormat(LastName)#

&##160;

TOP 10 ACTIVE OPPORTUNITIES

Annual Cases	Impact Cases	Stage	Budget Cat Name	Account Name, City, State	Sales Rep
--- No data to display ---
						#NumberFormat(caseAmt,",")#	#NumberFormat(caseImpact,",")#	#Round(likelihoodPercent * 100)#%	#htmlEditFormat(BgtCatDesc)#	#htmlEditFormat(companyName)#, #htmlEditFormat(city)#, #htmlEditFormat(state)#	#htmlEditFormat(FirstName)# #htmlEditFormat(LastName)#

SALES CALL PERFORMANCE LAST MONTH

&##160;

SALES CALL PERFORMANCE LAST MONTH

select callType, sum(calls) calls, sum(presentations) presentations, sum( wins ) wins, sum( cases ) cases from qmd_foodunionTbl where callType = group by callType select * from qmd_foodunionTbl where callType = and disposition = 'STD' select * from qmd_foodunionTbl where callType = and disposition = 'NS' select * from qmd_foodunionTbl where callType = and disposition = 'FU'

SALES CALL PERFORMANCE BY CALL TYPE
FISCAL YEAR
Total # of Item Presentations
Call Type	# of Prests.	Close Rate %	Efficiency Rate %	Reported Cases Sold
#htmlEditFormat(_c)#	#NumberFormat(_totalPres,",")#	#NumberFormat(_close, "99.9" )#%	#NumberFormat(_eff, "99.9" )#%	#NumberFormat(_cases,",")#
	#NumberFormat(_oprCallSum ,",")#			#NumberFormat(_casesSum,",")#

&##160;

select callType, sum(calls) calls, sum(presentations) presentations, sum( wins ) wins, sum( cases ) cases from qmd_beverageunionTbl where callType = group by callType select * from qmd_beverageunionTbl where callType = and disposition = 'STD' select * from qmd_beverageunionTbl where callType = and disposition = 'NS' select * from qmd_beverageunionTbl where callType = and disposition = 'FU'

SALES CALL PERFORMANCE BY CALL TYPE
FISCAL YEAR
Total # of Item Presentations
Call Type	# of Prests.	Close Rate %	Efficiency Rate %	Reported Cases Sold
#htmlEditFormat(_c)#	#NumberFormat(_totalBevPres,",")#	#NumberFormat(_close, "99.9" )#%	#NumberFormat(_eff, "99.9" )#%	#NumberFormat(_cases,",")#
	#NumberFormat(_oprCallSum,",")#			#NumberFormat(_casesSum,",")#

FOCUS/NEW ITEM TRACKER
Total # of Item Presentations
FY Quota (EUs)	YTD Dist. Sales (EUs)	Budget Category Name	Total Product Prests.	Close Rate %	Total Active Opps.	Total Active Opps. EU
--- No data to display ---
							#NumberFormat(budgetAlt,",99")#	#NumberFormat(salesAlt,",99")#	#htmlEditFormat(bgtCatDesc)#	#NumberFormat(val(presentations),",")#	#NumberFormat(closeRate*100, "99.9" )#%	#NumberFormat(val(activeOpportunities),",")#	#NumberFormat(pipelineAlt,",99.9")#

&##160;

FOCUS/NEW ITEM TRACKER
Total # of Item Presentations
FY Quota (EUs)	YTD Dist. Sales (EUs)	Budget Category Name	Total Product Prests.	Close Rate %	Total Active Opps.	Total Active Opps. EU
--- No data to display ---
							#NumberFormat(budgetAlt,",99")#	#NumberFormat(salesAlt,",99")#	#htmlEditFormat(bgtCatDesc)#	#NumberFormat(val(presentations),",")#	#NumberFormat(closeRate*100, "99.9" )#%	#NumberFormat(val(activeOpportunities),",")#	#NumberFormat(pipelineAlt,",99.9")#

#htmlEditFormat("INITIATIVE PERFORMANCE - ACTIVE")#

Initiative Name	# Targets / # Called	% Targets Called	% Time Elapsed	Cases Reported Sold
#htmlEditFormat(marketingActivityName)#	#val(targets)#/#val(completed)#	#NumberFormat(_calledperc,"99.9")#%	#NumberFormat(_daysElapsedPerc,"99.9")#%	#NumberFormat(AnnualSaleCases,",")#
	#val(_sumTargets)#/#val(_sumCalls)#	#NumberFormat(_sumcalledperc,"99.9")#%		#NumberFormat(_sumCasesSold,",")#