|
|
|
|
|
|
|
| Accounts Receivable Summary |
^- Top |
Estimated Cost for Past Due Balance Recovery: $964.80
|
 |
| Top 10 Accounts (by Total Balance) |
| Rank | Company | Balance |
| 1 | ESSEX CORPORTATION (FURN) (6325) | $12,260.93 |
| 2 | SAIONTZ KIRK & MILES (6551) | $11,772.49 |
| 3 | VILLA MARIA FURNITURE ACCOUNT (5742) | $9,285.99 |
| 4 | R.J.WILSON (7066) | $8,053.69 |
| 5 | VILLA MARIA SCHOOL (2528) | $7,542.78 |
| 6 | TCOM (6937) | $7,335.03 |
| 7 | PATTON HARRIS RUST&ASSOCIATES (3019) | $5,976.19 |
| 8 | PAUL REED SMITH GUITARS (6360) | $5,734.53 |
| 9 | MYERS AND STAUFFER LC (6878) | $5,346.49 |
| 10 | ARC OF Boston (1066) | $4,789.98 |
|
| Top 10 Worst Accounts (by Past Due Balance) |
| Rank | Company | Balance |
| 1 | SAIONTZ KIRK & MILES (6551) | $5,081.79 |
| 2 | ED BLOCK COURAGE AWARD FUND (6323) | $3,781.54 |
| 3 | R.J.WILSON (7066) | $3,336.29 |
| 4 | ESSEX CORPORTATION (FURN) (6325) | $2,921.18 |
| 5 | KONE (3175) | $2,892.75 |
| 6 | THE WINDERMERE GROUP (6375) | $2,656.5 |
| 7 | WILKINS AUTOMOTIVE (7016) | $2,541.46 |
| 8 | ARC OF BALTO WAVERLY VOC CTR (1645) | $2,420.86 |
| 9 | PINNACLECARE (6376) | $2,371.88 |
| 10 | TCOM (6937) | $1,941.82 |
|
| Completed By User - Summary Stats (Last Month) |
^- Top |
| Users: JAMES,BRIAN,JERRY,TOM,RANDALL |
| | Appointment | Phone Call | To-do | Email Other | Email Sent | Other | Next action | Total |
| BRIAN | -- |
52 |
3 |
-- |
31 |
1 |
-- |
87 |
| RANDALL | 4 |
57 |
-- |
-- |
26 |
16 |
2 |
105 |
| JAMES | 15 |
23 |
-- |
2 |
91 |
1 |
-- |
132 |
| TOM | 7 |
-- |
-- |
-- |
5 |
-- |
-- |
12 |
| JERRY | -- |
52 |
-- |
-- |
32 |
5 |
-- |
89 |
| [TOTALS] | 26 |
184 |
3 |
2 |
185 |
23 |
2 |
425 |
| |
Detailed User Completed Activity Stats:
|
| JAMES |
Trends:
|
| Activities --> Results: |
| Appointments- On Site (APT) |
|
| --> |
1: 'Customer Promised Action' (CPA) |
| --> |
1: 'Completed Customer Action' (CCA) |
| --> |
1: 'Ordered' (ORD) |
| --> |
6: 'Quoted' (QOT) |
| --> |
2: 'Mailed Flier or Intro Packet' (PKT) |
| Initial Tele Sales (SAL) |
|
| --> |
1: 'Quoted' (QOT) |
| --> |
2: 'Mailed Flier or Intro Packet' (PKT) |
| Initial Sales Call (SLC) |
|
| --> |
3: 'Quoted' (QOT) |
| --> |
2: 'Mailed Flier or Intro Packet' (PKT) |
| ([NULL]) |
|
| --> |
1: '' (LOG) |
| --> |
72: '' ([NULL]) |
| Customer Sevice Followup (CSF) |
|
| --> |
1: 'Customer Requested Action' (CRA) |
| Sales Follow Up Call (SFU) |
|
| --> |
2: 'Completed Customer Action' (CCA) |
| --> |
4: 'Schedule Follow Up Call' (SFC) |
| --> |
1: 'Ordered' (ORD) |
| --> |
4: ' Mailed-Faxed-E-mailed Info.' (DEL) |
| --> |
4: 'Customer Requested Action' (CRA) |
| --> |
11: 'Quoted' (QOT) |
| --> |
9: 'Customer Promised Action' (CPA) |
| --> |
4: 'Mailed Flier or Intro Packet' (PKT) |
|
Activity/Communication Type:
|
| BRIAN |
Trends:
|
| Activities --> Results: |
| Initial Tele Sales (SAL) |
|
| --> |
2: 'Customer Requested Action' (CRA) |
| ([NULL]) |
|
| --> |
1: '' (LOG) |
| --> |
22: '' ([NULL]) |
| Sales Follow Up Call (SFU) |
|
| --> |
4: 'Customer Promised Action' (CPA) |
| --> |
43: 'Schedule Follow Up Call' (SFC) |
| --> |
1: 'Ordered' (ORD) |
| --> |
3: 'Customer Requested Action' (CRA) |
| --> |
6: ' Mailed-Faxed-E-mailed Info.' (DEL) |
| --> |
5: 'Quoted' (QOT) |
|
Activity/Communication Type:
|
| JERRY |
Trends:
|
| Activities --> Results: |
| Initial Tele Sales (SAL) |
|
| --> |
1: 'Customer Requested Action' (CRA) |
| Inactivity Call (INA) |
|
| --> |
2: 'Customer Promised Action' (CPA) |
| --> |
1: 'Out of Business' (OOB) |
| --> |
11: 'Schedule Follow Up Call' (SFC) |
| --> |
2: 'Ordered' (ORD) |
| ([NULL]) |
|
| --> |
5: '' (LOG) |
| --> |
19: '' ([NULL]) |
| Return Request (RA#) |
|
| --> |
1: 'Return Authorization Denied' (RAD) |
| --> |
3: '' ([NULL]) |
| Customer Sevice Followup (CSF) |
|
| --> |
1: 'Ordered' (ORD) |
| --> |
2: 'Customer Requested Action' (CRA) |
| Sales Follow Up Call (SFU) |
|
| --> |
3: 'Customer Promised Action' (CPA) |
| --> |
3: 'Completed Customer Action' (CCA) |
| --> |
11: 'Schedule Follow Up Call' (SFC) |
| --> |
4: 'Customer Requested Action' (CRA) |
| --> |
12: ' Mailed-Faxed-E-mailed Info.' (DEL) |
| --> |
3: 'Ordered' (ORD) |
| --> |
5: 'Quoted' (QOT) |
|
Activity/Communication Type:
|
| TOM |
Trends:
|
| Activities --> Results: |
| Initial Sales Call (SLC) |
|
| --> |
2: 'Customer Requested Action' (CRA) |
| --> |
4: 'Mailed Flier or Intro Packet' (PKT) |
| ([NULL]) |
|
| --> |
6: '' ([NULL]) |
|
Activity/Communication Type:
|
| RANDALL |
Trends:
|
| Activities --> Results: |
| Appointments- On Site (APT) |
|
| --> |
2: 'Completed Customer Action' (CCA) |
| --> |
2: 'Customer Requested Action' (CRA) |
| Collection Call (COL) |
|
| --> |
1: 'Completed Customer Action' (CCA) |
| --> |
2: 'Schedule Follow Up Call' (SFC) |
| Initial Tele Sales (SAL) |
|
| --> |
2: 'Schedule Follow Up Call' (SFC) |
| --> |
2: 'Ordered' (ORD) |
| --> |
1: 'Customer Requested Action' (CRA) |
| Inactivity Call (INA) |
|
| --> |
1: 'Completed Customer Action' (CCA) |
| Sales Follow Up Call (SFU) |
|
| --> |
2: 'Appointment Scheduled' (SAP) |
| --> |
4: 'Completed Customer Action' (CCA) |
| --> |
26: 'Schedule Follow Up Call' (SFC) |
| --> |
6: ' Mailed-Faxed-E-mailed Info.' (DEL) |
| --> |
8: 'Ordered' (ORD) |
| --> |
8: 'Customer Requested Action' (CRA) |
| --> |
2: 'Not Interested' (NOT) |
| --> |
5: 'Quoted' (QOT) |
| --> |
2: '' ([NULL]) |
| Customer Complaint (CCP) |
|
| --> |
1: 'Resolved Customer Issue' (RCI) |
| --> |
1: 'Schedule Follow Up Call' (SFC) |
| --> |
1: 'Customer Requested Action' (CRA) |
| ([NULL]) |
|
| --> |
6: '' (LOG) |
| --> |
18: '' ([NULL]) |
| Customer Sevice Followup (CSF) |
|
| --> |
1: 'Completed' (DON) |
| Mail Statement (MST) |
|
| --> |
1: 'Completed' (DON) |
|
Activity/Communication Type:
|
|
| Accounts In Jeopardy - Last Order (Between 30 And 60 Days Ago) |
^- Top |
| Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE |
| Customer |
YTD Sales |
LOD |
Account Manager |
| ATLANTIC GRAPHIC SYSTEMS INC. |
$199.14 |
03/15/2007 |
Karin Worthy (KARIN) |
| KEELTY APARTMENTS |
$120.28 |
03/15/2007 |
Sheila Karnes (NANCY) |
| PEKE CONSTRUCTION |
$456.02 |
03/15/2007 |
Matt Vernuck (MATTHEW) |
| TERRA NOVA VENTURES LLC |
$564.11 |
03/15/2007 |
Sheila Karnes (NANCY) |
| PRIMERICA |
$214.34 |
03/16/2007 |
Karin Worthy (KARIN) |
| JOHNS HOPKINS RAD. DEPT. |
$153.69 |
03/16/2007 |
Bill Stuart (DAVE) |
| AARSAND & CO. |
$35.55 |
03/16/2007 |
Sheila Karnes (NANCY) |
| HTG INSURANCE GROUP |
$812.0 |
03/19/2007 |
Helen Gersen (HELEN) |
| HALPERN ARCHITECTS |
$66.87 |
03/19/2007 |
Sheila Karnes (NANCY) |
| MORELAND MEMORIAL PARK CEMETER |
$105.67 |
03/19/2007 |
Helen Gersen (HELEN) |
| HOFFMAN,GEO LAW OFFICE |
$31.36 |
03/19/2007 |
Bill Stuart (DAVE) |
| CLUB ONE |
$449.13 |
03/19/2007 |
Sheila Karnes (NANCY) |
| A PAMPERED AFFAIR |
$51.43 |
03/19/2007 |
Matt Vernuck (MATTHEW) |
| POTTS AND CALLAHAN |
$950.87 |
03/20/2007 |
Bill Stuart (DAVE) |
| ZWAIG & ZWAIG |
$54.3 |
03/20/2007 |
Bill Stuart (DAVE) |
| NEXLINK |
$538.35 |
03/20/2007 |
Sheila Karnes (NANCY) |
| LIGHT INDUSTRIES |
$117.35 |
03/20/2007 |
Matt Vernuck (MATTHEW) |
| LIFEPOINT CHURCH |
$347.97 |
03/21/2007 |
Karin Worthy (KARIN) |
| OPTIMUM FIBEROPTICS INC |
$387.44 |
03/21/2007 |
Sheila Karnes (NANCY) |
| TOWSON EXECUTIVE OFFICES |
$199.94 |
03/21/2007 |
Teri Henry (JULIE) |
| BLUE AND CO., RONALD |
$754.93 |
03/21/2007 |
Sheila Karnes (NANCY) |
| CARE RESOURCES |
$2251.26 |
03/21/2007 |
Sheila Karnes (NANCY) |
| TRAHAN BURDEN AND CHARLES INC |
$614.87 |
03/22/2007 |
Teri Henry (JULIE) |
| AARSAND & CO. |
$39.4 |
03/22/2007 |
Sheila Karnes (NANCY) |
| UNIV. OF MD. |
$1107.34 |
03/22/2007 |
Bill Stuart (DAVE) |
| MALLON & MCCOOL LLC |
$107.54 |
03/22/2007 |
Sheila Karnes (NANCY) |
| INSULATION MAJULIEALS |
$593.36 |
03/22/2007 |
Sheila Karnes (NANCY) |
| ARC OF Boston LOCH RIDGE |
$417.73 |
03/22/2007 |
Sheila Karnes (NANCY) |
| HEALTH PROFESSIONS PRESS |
$142.01 |
03/22/2007 |
Teri Henry (JULIE) |
| STANDARD PLUMBING LLC |
$118.68 |
03/23/2007 |
Helen Gersen (HELEN) |
| MAINSTREAM ASSOCIATES |
$214.03 |
03/23/2007 |
Helen Gersen (HELEN) |
| PROSPECT BAY COUNTRY CLUB |
$1084.62 |
03/23/2007 |
Helen Gersen (HELEN) |
| OUR LADY OF HOPE SCHOOL |
$1172.92 |
03/23/2007 |
Teri Henry (JULIE) |
| LAMBETH HOUSE APARTMENTS |
$378.61 |
03/23/2007 |
Sheila Karnes (NANCY) |
| ARC OF BALTO-RUTHERFORD |
$363.79 |
03/23/2007 |
Sheila Karnes (NANCY) |
| FORMAN NANCY DESIGN |
$4.89 |
03/26/2007 |
Sheila Karnes (NANCY) |
| FAITH HOME REMODELING |
$119.98 |
03/26/2007 |
Matt Vernuck (MATTHEW) |
| US LACROSSE |
$145.43 |
03/26/2007 |
Sheila Karnes (NANCY) |
| BARTON COTTON INC. |
$109.98 |
03/26/2007 |
Sheila Karnes (NANCY) |
| JAMES CARROLL CPA |
$395.41 |
03/27/2007 |
Karin Worthy (KARIN) |
| FIRST REPUBLIC MORTGAGE |
$77.98 |
03/27/2007 |
Helen Gersen (HELEN) |
| THE M.A.S. GROUP LLC |
$119.04 |
03/27/2007 |
Sheila Karnes (NANCY) |
| COMMUNITY COLLEGE OF BALTO. |
$809.64 |
03/27/2007 |
Sheila Karnes (NANCY) |
| WOODSTOCK JOB CORPS |
$3080.63 |
03/28/2007 |
Sheila Karnes (NANCY) |
| Boston CHORAL ARTS SOCIETY |
$60.94 |
03/28/2007 |
Sheila Karnes (NANCY) |
| ALLIED PRODUCTS |
$19.52 |
03/28/2007 |
Sheila Karnes (NANCY) |
| VALERIE AQUILANO |
$16.08 |
03/28/2007 |
Sheila Karnes (NANCY) |
| JHU DEPT. OF RADIOLOGY |
$1407.18 |
03/28/2007 |
Bill Stuart (DAVE) |
| BEACON FINANCIAL |
$1314.38 |
03/28/2007 |
Bill Stuart (DAVE) |
| JAMES KEELTY & CO. INC. |
$321.62 |
03/29/2007 |
Sheila Karnes (NANCY) |
| TRIDENT INVESTMENTS |
$997.91 |
03/29/2007 |
Sheila Karnes (NANCY) |
| VIGILANT FEDERAL SAVINGS BANK |
$673.58 |
03/29/2007 |
Sheila Karnes (NANCY) |
| TIMBER INDUSTRIES |
$139.16 |
03/29/2007 |
Sheila Karnes (NANCY) |
| RUBELING AND ASSOCIATES |
$89.83 |
03/30/2007 |
Sheila Karnes (NANCY) |
| ATMEL |
$264.99 |
03/30/2007 |
Bill Stuart (DAVE) |
| AARSAND & CO. |
$58.35 |
03/30/2007 |
Sheila Karnes (NANCY) |
| ACCENT DISPLAYS INC. |
$67.46 |
03/30/2007 |
Sheila Karnes (NANCY) |
| AMERICAN TRADING & LOGISTICS |
$998.96 |
03/30/2007 |
Helen Gersen (HELEN) |
| SUNRISE LIFESTYLE CENTER |
$574.38 |
03/30/2007 |
Sheila Karnes (NANCY) |
| STRONG LAW FIRM, THE |
$690.8 |
03/30/2007 |
Sheila Karnes (NANCY) |
| G T BROTHERS |
$210.25 |
03/30/2007 |
Karin Worthy (KARIN) |
| CFM ENGINEERING |
$168.99 |
04/02/2007 |
Sheila Karnes (NANCY) |
| SIMPLE SHIP |
$6.87 |
04/02/2007 |
Matt Vernuck (MATTHEW) |
| SUMMIT PARK ELEMENTARY SCHOOL |
$531.0 |
04/02/2007 |
Sheila Karnes (NANCY) |
| HILLENDALE COUNTRY CLUB |
$386.58 |
04/02/2007 |
Teri Henry (JULIE) |
| HOMEFREE INC |
$269.21 |
04/02/2007 |
Sheila Karnes (NANCY) |
| ELDERSBURG VEJULIENARY HOSPITAL |
$179.85 |
04/02/2007 |
Matt Vernuck (MATTHEW) |
| LESSAN'S TRALEY & MCCORMICK |
$631.9 |
04/02/2007 |
Helen Gersen (HELEN) |
| FRIEDMAN, MYLES F. LAW OFFICE |
$277.85 |
04/02/2007 |
Bill Stuart (DAVE) |
| AARSAND & CO |
$39.18 |
04/02/2007 |
Sheila Karnes (NANCY) |
| CONTINENTAL REALTY |
$256.7 |
04/02/2007 |
Sheila Karnes (NANCY) |
| HODGES AND SONS, CHARLES |
$618.32 |
04/02/2007 |
Sheila Karnes (NANCY) |
| FOUNDERS FINANCIAL LLC |
$407.79 |
04/02/2007 |
Teri Henry (JULIE) |
| AARSAND & CO |
$62.14 |
04/03/2007 |
Sheila Karnes (NANCY) |
| MATTHEWHAI & ASSOCIATES, INC |
$173.83 |
04/03/2007 |
Sheila Karnes (NANCY) |
| AARSAND & CO |
$109.42 |
04/03/2007 |
Sheila Karnes (NANCY) |
| FRANKEL MID ATLANTIC COLLISION |
$558.44 |
04/04/2007 |
Sheila Karnes (NANCY) |
| MAIL SERVICES INC. |
$129.83 |
04/04/2007 |
Helen Gersen (HELEN) |
| KIMBALL CONSTRUCTION |
$378.92 |
04/04/2007 |
Sheila Karnes (NANCY) |
| AARSAND & CO |
$73.9 |
04/04/2007 |
Sheila Karnes (NANCY) |
| FRANCH JARASHOW |
$1098.98 |
04/04/2007 |
Sheila Karnes (NANCY) |
| EPSTEIN ALAN AND ASSOCS |
$1204.17 |
04/04/2007 |
Sheila Karnes (NANCY) |
| ROMAN CO |
$1172.34 |
04/04/2007 |
Bill Stuart (DAVE) |
| WILLOW FINANCIAL SERVICES |
$622.48 |
04/04/2007 |
Sheila Karnes (NANCY) |
| AARSAND & CO. |
$4.54 |
04/04/2007 |
Sheila Karnes (NANCY) |
| AIMEX MEDICAL |
$341.78 |
04/04/2007 |
Bill Stuart (DAVE) |
| MEADOW MILL ATHLETIC CLUB |
$512.14 |
04/04/2007 |
Bill Stuart (DAVE) |
| THOMPSON SUZUKI |
$569.9 |
04/05/2007 |
Bill Stuart (DAVE) |
| VET CENTER |
$421.27 |
04/05/2007 |
Frankie Bloch (THOMAS) |
| JHU CLINICAL EDUCATION |
$177.36 |
04/05/2007 |
Bill Stuart (DAVE) |
| FIRST REPUBLIC MORTGAGE |
$276.93 |
04/05/2007 |
Helen Gersen (HELEN) |
| THOMPSON CHIROPRACTIC & |
$48.57 |
04/05/2007 |
Matt Vernuck (MATTHEW) |
| AMARR GARAGE DOORS |
$1185.87 |
04/05/2007 |
Bill Stuart (DAVE) |
| PINNACLECARE |
$64.74 |
04/05/2007 |
Bill Stuart (DAVE) |
| CANBY MOTORS |
$386.41 |
04/05/2007 |
Karin Worthy (KARIN) |
| RICHARD J PRINCINSKY & ASSOC. |
$299.61 |
04/05/2007 |
Sheila Karnes (NANCY) |
| BUCHHOLZ,DAVID,M.D. |
$90.97 |
04/05/2007 |
Sheila Karnes (NANCY) |
| AARSAND & CO. |
$10.37 |
04/05/2007 |
Sheila Karnes (NANCY) |
| COUNSELING CENTER |
$197.05 |
04/05/2007 |
Sheila Karnes (NANCY) |
| NATIONAL SETTLEMENT SERVICES |
$722.78 |
04/05/2007 |
Bill Stuart (DAVE) |
| HAASE CONTRACTING INC |
$376.49 |
04/05/2007 |
Bill Stuart (DAVE) |
| AARSAND & CO. |
$42.93 |
04/05/2007 |
Sheila Karnes (NANCY) |
| STEWART TECHNOLOGIES |
$99.72 |
04/06/2007 |
Matt Vernuck (MATTHEW) |
| SUMMIT TITLE CO |
$1507.55 |
04/06/2007 |
Bill Stuart (DAVE) |
| HEALTHSTREAM RESEARCH |
$607.26 |
04/06/2007 |
Sheila Karnes (NANCY) |
| MD. PHARMACIST ASSOC. |
$413.35 |
04/06/2007 |
Sheila Karnes (NANCY) |
| IMERYS |
$741.73 |
04/06/2007 |
Sheila Karnes (NANCY) |
| ADVANCE IMAGE |
$995.65 |
04/09/2007 |
Sheila Karnes (NANCY) |
| HOMEWATCH CAREGIVERS |
$194.42 |
04/09/2007 |
Matt Vernuck (MATTHEW) |
| RICHARDSON INJULIEOR DISPOSAL |
$70.23 |
04/09/2007 |
Sheila Karnes (NANCY) |
| AARSAND & CO |
$85.14 |
04/09/2007 |
Sheila Karnes (NANCY) |
| COMMERCIAL & INDUSTRIAL REALTY |
$512.89 |
04/09/2007 |
Sheila Karnes (NANCY) |
| AARID VAN LINES |
$193.13 |
04/09/2007 |
Sheila Karnes (NANCY) |
| AARSAND & CO. |
$88.41 |
04/09/2007 |
Sheila Karnes (NANCY) |
| ARC OF BALTO WAVERLY VOC CTR |
$2420.86 |
04/09/2007 |
Sheila Karnes (NANCY) |
| WEINER CHIROPRACTIC |
$132.93 |
04/09/2007 |
Karin Worthy (KARIN) |
| SAIONTZ KIRK & MILES |
$1767.44 |
04/09/2007 |
Teri Henry (JULIE) |
| JUNK INVESTMENT GROUP |
$548.58 |
04/09/2007 |
Sheila Karnes (NANCY) |
| THE RIGHT TRACK |
$183.57 |
04/09/2007 |
Helen Gersen (HELEN) |
| HOME WITH YOU |
$29.98 |
04/09/2007 |
Matt Vernuck (MATTHEW) |
| AARSAND & CO. |
$49.36 |
04/09/2007 |
Sheila Karnes (NANCY) |
| HARRINGTON INDUSTRIAL PLASTICS |
$1302.92 |
04/10/2007 |
Karin Worthy (KARIN) |
| Boston LEAD TESTING |
$191.74 |
04/10/2007 |
Sheila Karnes (NANCY) |
| CONTINENTAL REALTY |
$865.57 |
04/10/2007 |
Sheila Karnes (NANCY) |
| STURGILL LLC |
$1371.07 |
04/10/2007 |
Bill Stuart (DAVE) |
| GUNSTON DAY SCHOOL |
$57.16 |
04/10/2007 |
Helen Gersen (HELEN) |
| AARSAND |
$35.98 |
04/10/2007 |
Sheila Karnes (NANCY) |
| TAYLOR RENTALS/PARTY PLUS |
$627.38 |
04/10/2007 |
Sheila Karnes (NANCY) |
| SSD SOFT STUFF DISTRIBUTORS |
$913.5 |
04/10/2007 |
Karin Worthy (KARIN) |
| WIRE SOLUTIONS INC. |
$626.92 |
04/10/2007 |
Sheila Karnes (NANCY) |
| QUARTNER,DR SANDRA |
$606.67 |
04/10/2007 |
Sheila Karnes (NANCY) |
| TOWER MANAGEMENT INC. |
$460.76 |
04/10/2007 |
Sheila Karnes (NANCY) |
| ELLEN W. COSBY |
$730.69 |
04/11/2007 |
Sheila Karnes (NANCY) |
| GEGOREK & VARDAVAS |
$4556.72 |
04/11/2007 |
Sheila Karnes (NANCY) |
| RONALD REAGAN BUILDING AND |
$663.38 |
04/11/2007 |
Sheila Karnes (NANCY) |
| MAID PRO |
$124.1 |
04/11/2007 |
Sheila Karnes (NANCY) |
| AARSAND & CO |
$68.9 |
04/11/2007 |
Sheila Karnes (NANCY) |
| COUNSELING CENTER OF MD. |
$693.67 |
04/11/2007 |
Karin Worthy (KARIN) |
| AARSAND & CO. |
$72.18 |
04/11/2007 |
Sheila Karnes (NANCY) |
| A+ CARPET |
$302.48 |
04/11/2007 |
Karin Worthy (KARIN) |
| AARSAND & CO. |
$41.58 |
04/11/2007 |
Sheila Karnes (NANCY) |
| STEPHEN FREIMAN & ASSOCIATES |
$111.98 |
04/11/2007 |
Frankie Bloch (THOMAS) |
| SELECT ASSOCIATES INC. |
$293.85 |
04/11/2007 |
Teri Henry (JULIE) |
| BARTON COTTON INC. |
$189.61 |
04/11/2007 |
Sheila Karnes (NANCY) |
| ARC OF Boston-DUNDALK |
$479.6 |
04/11/2007 |
Sheila Karnes (NANCY) |
| PERFORMANCE ABSTRACT&CLOSING |
$744.06 |
04/11/2007 |
Bill Stuart (DAVE) |
| ORTHOPAEDIC ASSOCIATES |
$311.66 |
04/11/2007 |
Sheila Karnes (NANCY) |
| WICHITECH INDUSTRIES INC |
$197.41 |
04/11/2007 |
Karin Worthy (KARIN) |
| DELEONARDO SMITH & ASSOCIATES |
$1178.81 |
04/12/2007 |
Karin Worthy (KARIN) |
| CONTINENTAL REALTY |
$296.98 |
04/12/2007 |
Sheila Karnes (NANCY) |
| TAX EXPERIENCE CPA INC |
$211.63 |
04/12/2007 |
Bill Stuart (DAVE) |
| BOWMAN EDUCATIONAL SERVICES |
$865.09 |
04/12/2007 |
Karin Worthy (KARIN) |
| US LACROSSE |
$339.61 |
04/12/2007 |
Sheila Karnes (NANCY) |
| WEIL AKMAN BAYLIN & COLEMAN |
$916.3 |
04/12/2007 |
Helen Gersen (HELEN) |
| AARSAND & CO |
$195.3 |
04/12/2007 |
Sheila Karnes (NANCY) |
| DOLAN & ASSOCIATES |
$335.6 |
04/12/2007 |
Karin Worthy (KARIN) |
| ANELLO AND LIDSTON |
$748.74 |
04/12/2007 |
Sheila Karnes (NANCY) |
| DYCHALA JR CPA, BENJAMIN J |
$2176.71 |
04/12/2007 |
Bill Stuart (DAVE) |
| AARSAND & CO |
$175.01 |
04/12/2007 |
Sheila Karnes (NANCY) |
| FULLERTON FEDERAL SAVINGS ASSC |
$81.55 |
04/12/2007 |
Sheila Karnes (NANCY) |
| KYSER KENNETH DR |
$49.36 |
04/12/2007 |
Bill Stuart (DAVE) |
| MILLERS MINUTEMAN PRESS |
$622.59 |
04/12/2007 |
Karin Worthy (KARIN) |
| GERALD WALSH |
$224.85 |
04/12/2007 |
Sheila Karnes (NANCY) |
| LANZI,J NEIL P.A. |
$332.1 |
04/12/2007 |
Teri Henry (JULIE) |
| VILLA MARIA-BCARS |
$966.68 |
04/12/2007 |
Helen Gersen (HELEN) |
| AARSAND & CO. |
$41.85 |
04/12/2007 |
Sheila Karnes (NANCY) |
| ESSROC |
$767.86 |
04/12/2007 |
Sheila Karnes (NANCY) |
| ZINKAND ELECTRIC CO INC |
$379.19 |
04/12/2007 |
Sheila Karnes (NANCY) |
| JAMES KEELTY & CO. INC. |
$483.61 |
04/12/2007 |
Sheila Karnes (NANCY) |
| NATIONWIDE INSURANCE |
$1209.06 |
04/13/2007 |
Helen Gersen (HELEN) |
| AARSAND & CO. |
$80.5 |
04/13/2007 |
Sheila Karnes (NANCY) |
| DAILY PA, LAW OFC OF FRANK F |
$228.55 |
04/13/2007 |
Sheila Karnes (NANCY) |
| DELMARVA ENGINEERING |
$731.53 |
04/13/2007 |
Helen Gersen (HELEN) |
| EMPLOYMENT GUIDE,THE |
$1059.77 |
04/13/2007 |
Helen Gersen (HELEN) |
| ORTHOPAEDIC ASSOCIATES |
$523.22 |
04/13/2007 |
Sheila Karnes (NANCY) |
| BARTON COTTON INC. |
$352.34 |
04/13/2007 |
Sheila Karnes (NANCY) |
| DATA COMPUTER CORP. |
$228.2 |
04/13/2007 |
Frankie Bloch (THOMAS) |
| APPLIED RESOURCES & KNOWLEDGE |
$16.93 |
04/13/2007 |
Karin Worthy (KARIN) |
| LOMBARD SECURITIES |
$979.19 |
04/13/2007 |
Helen Gersen (HELEN) |
| Prospects Analysis By Source & User |
^- Top |
| Accounts Revived (Last Month) |
^- Top |
| User |
Revived |
Lost (to other user) |
| JAMES |
23 |
-- |
| JERRI |
17 |
3 |
| THOMAS |
6 |
1 |
| Completed By User (Last Month) |
^- Top |
| Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE |
| |
Calls (In and Out) |
Emails (Sent only) |
Appointments |
| DAVE |
440 |
|
|
| THOMAS |
64 |
|
12 |
| KARIN |
50 |
|
|
| MATTHEW |
93 |
|
|
| HELEN |
71 |
|
|
| NANCY |
150 |
|
|
| JUANITA |
300 |
|
11 |
| JULIE |
14 |
|
|
| Group Sales YTD (Last Month) |
^- Top |
| Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE |
 |
| Group Sales By User (in 1000s) |
| Users |
| Group: | DAVE | THOMAS | KARIN | MATTHEW | HELEN |
| Supplies | 385.1 | 2.5 | 253.5 | 6.3 | 336.7 |
| Break Room | 71.9 | 0.7 | 76.6 | 0.6 | 56.9 |
| Jan/San | 13.7 | 0.1 | 15.3 | 0.5 | 19.9 |
| Data/IT | 97.1 | 1.6 | 65.2 | 4.6 | 77.1 |
| Paper | 165.3 | 1.0 | 117.3 | 3.1 | 112.9 |
| Prt/Custom | 1.0 | 0.0 | 0.6 | 0.0 | 2.1 |
| Wholesale Furn | 25.7 | 2.1 | 24.7 | 0.0 | 43.9 |
| Install | 0.3 | 0.0 | 0.1 | 0.0 | 0.2 |
| Contract Furn | 4.9 | 0.0 | 11.9 | 1.8 | 59.5 |
| Users |
| Group: | NANCY | JUANITA | JULIE | total | |
| Supplies | 773.7 | 1.8 | 91.3 | 1,851.2 | n/a |
| Break Room | 168.0 | 0.2 | 16.8 | 392.1 | n/a |
| Jan/San | 30.6 | 0.0 | 3.1 | 83.5 | n/a |
| Data/IT | 156.6 | 0.1 | 27.1 | 429.7 | n/a |
| Paper | 312.2 | 0.6 | 34.6 | 747.3 | n/a |
| Prt/Custom | 2.2 | 0.0 | 0.2 | 6.3 | n/a |
| Wholesale Furn | 67.8 | 0.0 | 6.2 | 170.8 | n/a |
| Install | 0.5 | 0.0 | 0.0 | 1.4 | n/a |
| Contract Furn | 46.9 | 0.8 | 4.8 | 130.9 | n/a |
| Top 3 Salesperson(s) By Sales Group (in 1000s) |
| Sales Group | Amount | User |
| Supplies |
| 1: | 773.7 | NANCY |
| 2: | 385.1 | DAVE |
| 3: | 336.7 | HELEN |
| Break Room |
| 1: | 168.0 | NANCY |
| 2: | 76.6 | KARIN |
| 3: | 71.9 | DAVE |
| Jan/San |
| 1: | 30.6 | NANCY |
| 2: | 19.9 | HELEN |
| 3: | 15.3 | KARIN |
| Data/IT |
| 1: | 156.6 | NANCY |
| 2: | 97.1 | DAVE |
| 3: | 77.1 | HELEN |
| Paper |
| 1: | 312.2 | NANCY |
| 2: | 165.3 | DAVE |
| 3: | 117.3 | KARIN |
| Prt/Custom |
| 1: | 2.2 | NANCY |
| 2: < | | | | |
