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The types of reports that are recommended for various roles or positions within a company are shown in the following tables:
Operations
Position / Staff Role | Daily | Weekly | Monthly | Quarterly |
|---|---|---|---|---|
Director / Owner |
KPIs (MTD) Bins Reported Sales Cancellations | KPIs (Previous Month) Forecast vs Actual Claims LDs | Conversions Durations | |
Financial Controller |
KPIs (MTD) Bins Reported Sales Cancellations Actual Claims LDs | KPIs (Previous Month) Forecast Claims Actual Claims Forecast vs Actual Claims | Conversions | ||
Finance / Accounting Staff | Deposit Summary Cancellations Diary Daily Tasks | Commissions Actual Claims | Forecast Claims |
Operations Manager (overall work flow responsibility) | *Work Flow Analysis (e3) Bins |
KPIs (MTD) Bins / Job Allocation LDs | KPIs (Previous Month) Forecast Site Starts On-Site Analysis (Sum.) Post-Site Analysis (Sum.) Overdues/Exceptions Priority Customer Service | Conversions Durations Supplier Performance Supplier Late & Short | |
Reception | Diary (Today) DR - Diary (This Week) DR - Diary (Next Week) DR - Follow Up (Week) |
Sales & Marketing
Position / Staff Role | Daily | Weekly | Monthly | Quarterly |
|---|---|---|---|---|
Sales/Marketing Manager |
Reported Sales Cancellations | Commissions Referral Analysis Overdues/Exceptions Conversions Durations |
Salesperson | Diary Daily Tasks | Work Flow Overdues/Exceptions | Commissions Conversions |
Pre-Admin Administrator | Diary Daily Tasks | Work Flow Overdues/Exceptions |
Administration
Position / Staff Role | Daily | Weekly | Monthly | Quarterly |
|---|---|---|---|---|
Administration Manager | *Work Flow Analysis (e2) *Site Starts Tool | KPIs (MTD) Bins Forecast Site Starts Priority Customer Service | KPIs (Previous Month) Critical Path Chart Overdues/Exceptions Durations | Supplier Performance |
Administration Team Leader | *Work Flow Analysis (e1) *Site Starts Tool Bins | Forecast Site Starts Work Flow Critical Path Chart Overdues/Exceptions Outstanding PCVs, BVs | Activity |
Administrator | *Work Flow Analysis *Site Starts Tool Diary Daily Tasks Outstanding BVs | Work Flow Critical Path Chart Overdues/Exceptions Outstanding PCVs |
Tender Presenter | *Work Flow Analysis Diary Daily Tasks | Diary (This Week) |
Contract Presenter | *Work Flow Analysis Diary Daily Tasks | Diary (This Week) |
Selection Consultant | *Work Flow Analysis Diary Daily Tasks | Diary (This Week) |
Permit Administrator | *Work Flow Analysis Diary Daily Tasks | Work Flow Overdues/Exceptions |
Drafting Manager | *Work Flow Analysis (e1) *Site Starts Tool | Work Flow Overdues/Exceptions | Activity | Supplier Performance |
Draftsperson | *Work Flow Analysis Diary Daily Tasks | Work Flow Overdues/Exceptions |
Estimation Manager (Sales and Production) | *Work Flow Analysis (e1) *Site Starts Tool | Bins Work Flow Overdues/Exceptions | Activity Costs Close Off |
Estimator (Sales and Production) | *Work Flow Analysis Diary Daily Tasks | Work Flow Overdues/Exceptions |
Construction
Position / Staff Role | Daily | Weekly | Monthly | Quarterly |
|---|---|---|---|---|
Group Construction Manager |
KPIs (MTD) Job Allocation / Bins Actual Claims LDs Priority Customer Service Forecast Site Starts | KPIs (Previous Month) On-Site Analysis (Sum.) Post-Site Analysis (Sum.) Forecast Claims Actual Claims Forecast vs Actual Claims Durations | Supplier Performance Supplier Late & Short | ||
Construction Manager (Construction Team Leader) | *Logistics Tablet Diary | Job Allocation / Bins On-Site Analysis (Det.) Post-Site Analysis (Det.) Delays (for Approval) LDs Logistics Chart/Progress Labour Allocation Forecast Site Starts | Forecast Claims Actual Claims Forecast vs Actual Claims Supplier Late & Short Costs Close Off |
Construction Supervisor | *Logistics Tablet Diary | Logistics Chart/Progress Labour Allocation LDs |
Construction Administrator | Diary Daily Tasks *Site Starts Tool Outstanding BVs | Work Flow Overdues/Exceptions Delays (for Approval) Delay Claim Letters |
OH&S / Quality | *Work Flow Analysis Diary Daily Tasks | Work Flow Overdues/Exceptions |
Maintenance
Position / Staff Role | Daily | Weekly | Monthly | Quarterly |
|---|---|---|---|---|
Maintenance Manager |
Bins Activity Outstanding work by trade Priority Customer Service | Bins Activity Overdues/Exceptions | Supplier Performance | ||
Maintenance Supervisor |
Work Flow Bins |
Maintenance Administrator | Diary Daily Tasks | Work Flow Bins Reminder Letters Reminder Follow Up Outstanding work by trade |
Research & Development
Position / Staff Role | Daily | Weekly | Monthly | Quarterly |
|---|---|---|---|---|
Product Development |
Bins | KPIs | |||
VPB Development |
VPB Item Usage |
Legend:
- *: Denotes an on-screen report or process that should be reviewed
- DR: Denotes a report produced specifically for Disaster Recovery purposes
- e1: Escalation Level 1 for Work Flow Analysis
- e2: Escalation Level 2 for Work Flow Analysis
- e3: Escalation Level 3 for Work Flow Analysis
- Sum.: Summary version of the report
- Det.: Detailed version of the report
- MTD: Month To Date