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Job Details

Category:IT/Web/Programming > Database Development

ID:79065

Title:Business Sales Pipeline & Dashboard

Location:Anywhere

Job Description

Hi

We need to capture some management information for our financial advice practice. Nothing to glamorous and can be in Excel.

Data we are looking to capture at this stage:

· Client Owner
· Adviser
· Client name/s
· Client Type (transactional, recurring)
· In-house or outsourced 9if outsourced, then Provider? (XYZ Pension Co, ABC Insurance etc))
· Source of business (internet, referral, professional introduction, existing client, etc)
· Type of business (annuity, pension, mortgage, life insurance, etc)
· Provider (Aviva, Friends Provident etc)
· Income:

o Expected Value (initial) £
o Expected Value (monthly) £
o Trail Value (monthly) £
o Type (commission, fee, both) £
o Indemnity Period (Nil, 12, 24, or 48 months)
o Expected completion month and year

· Momentum Dates & Likelihood of Completion

o Initial contact, client interest 0%
o Fact Find Completed 10%
o Research and Analysis Completed 20%
o Client Agreement to Proceed 50%
o Uploaded To Paradigm 60%
o Application sent to Provider 75%
o Application Completed/On Risk 90%
o Payment Received 100%

· Adviser Notes section


Wish List!

· separate spreadsheets for each adviser (held and accessed centrally) which updates a password protected spreadsheet accessible by me (centrally)
· Visible, uneditable Audit trail of amendments to each adviser’s spreadsheet
· Use as many drop down menus, or equivalent, as possible to prevent user input errors
· Reports - these should be in graph form
o Number and value of clients at each Momentum date against targets
o Expected income against targeted income for Monthly/Quarterly targets
o Indemnity Liability at current (or set) date – this is calculated by dividing the income by the number of indemnity months. e.g. the liability of £1000 income on 48 month indemnity would be £1000 in month 1, £500 at month 24, and down to £0 in month 49.

· Actual Income Report: Once payment is received it is removed from Pipeline figures and goes into actual income figures.

· all figures go against advisers quarterly targets (also shown monthly)

· Average value per entry and per client (a client may be on more than one entry) – for each adviser and total

Job Budget

Type:Fixed Price

Budget:£100 - £250 (Approx $157 - $392)

Additional Information

Attached Files: None

Bidding ends:Bidding Closed

Job Posted:21/06/2011 07:55

Bidding activity on this Job

Bids:2

Who has Bid:

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