DATA ENTRY
Figure 1
The sales monitoring spreadsheet for the Lighting Business Unit provides a detailed overview of sales activities. This monitoring sheet is essential for tracking and managing sales orders within the Lighting Business Unit. It helps ensure that all orders are processed according to the agreed terms, that deliveries are made on time, and that payments are collected as per the terms specified. It also allows the team to monitor the performance of account executives and the overall sales pipeline, which is crucial for maintaining a healthy revenue stream and client relationships.
Figure 2
The image shows a sales monitoring spreadsheet for the Lighting Business Unit Team, specifically focusing on the collection of payments. Important details that show up here in the spreadsheet are: Sales Order (SO), Purchase Amount & PO# , Terms, and Delivery Date & Date Collected.
This spreadsheet helps the team monitor the status of payments for each sales order, ensuring that collections are tracked and any outstanding payments are highlighted for follow-up. This is crucial for maintaining cash flow and ensuring financial stability within the business unit.