Customer Database Monitoring

-I maintain and organize a customer database containing accurate client details and purchase records, supporting sales and marketing efforts while ensuring smooth transactions and stronger customer relationships.

Weekly Site Visits Monitoring / Seller

-As part of my role, I am responsible for preparing the weekly and monthly Site Visits/Viewing reports of our sellers. I track each agent’s site visits, monitor team performance, and consolidate the results into summaries that highlight top-performing teams. I make sure every report reflects accurate data on visits, client interactions, and activity status (such as table presentations, walk-ins, or tripping). I also rank teams based on total visits and provide management with an overview of seller engagement and productivity. These reports help the company measure activity levels, identify high-performing groups, and support sales strategy planning.

Month to Date Sales Production Monitoring

-I handle detailed records such as project/job codes, client information, costs, and progress updates. I make sure that all data is accurate, updated on time, and kept confidential. My work involves preparing and maintaining reports like the production tracking sheet, monitoring performance, and supporting the smooth flow of operations.

Sellers Ranking with Monthly Sales Monitoring

-My role is to prepare and maintain real-time sales performance reports. I track and record monthly production data for individual agents and teams, ensuring accuracy and timely updates. My responsibility includes consolidating sales figures, ranking agents based on performance, and identifying the top-performing teams. I also generate year-to-date production summaries, highlight trends, and provide management with actionable insights to support decision-making. Through these reports, I help the company monitor sales goals, evaluate productivity, and recognize outstanding performance across all teams.

Daily Seller CIS encoded Monitoring

-Monitor and record the daily CIS encoding activity of agents using Google Sheets to track performance and compliance.

Meeting Attendance For The Sales Team

-Designed a well-structured and professional Meeting Attendance Sheet in Microsoft Word, featuring an organized table layout for teams, positions, and signatories, ensuring efficiency, clarity, and confidentiality in documentation.

Division Meeting Report & Presentation

-Designed a dynamic and visually engaging PowerPoint presentation for a Division Meeting, integrating manpower data, production performance, and team highlights into clear, well-structured slides for impactful communication.

Annual Strategic Planning 2025 Presentation Design

-Developed a professional PowerPoint presentation for the 2025 Annual Strategic Planning, featuring structured slides on manpower, sales performance, and division strategies to support effective business planning.

Sales Log Monitoring Sheet

-Designed an organized and user-friendly sales log in Microsoft Excel to efficiently track daily in-and-out activities of team members across divisions, enhancing accountability, transparency, and performance monitoring.