Ryan Ong
Role
Financial Planner
Supervisor
Russell Arvin
Email
ryanong@email.com
Phone Number
9123 4567
Activities
Manfred Koh has called Hakam Hasbullah
Manfred Koh has successfully made an appointment with Hakam Hasbullah
Manfred Koh has successfully made an appointment with Hakam Hasbullah
Manfred Koh has called Hakam Hasbullah
Manfred Koh has called Hakam Hasbullah
Manfred Koh has successfully made an appointment with Hakam Hasbullah
Weekly Points Tracker
| Activity | Monday | Tuesday | Wednesday | Thursday | Friday | Saturday | Sunday | Weekly Activity Category Total |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Number | Points | Number | Points | Number | Points | Number | Points | Number | Points | Number | Points | Number | Points | ||
| Calling/Prospecting 1 Point |
7 | 7 | 3 | 3 | 5 | 5 | 4 | 4 | 6 | 6 | 5 | 5 | 7 | 7 | 37 |
| Appointment Made 1 Point |
2 | 2 | 1 | 1 | 1 | 1 | 0 | 0 | 1 | 1 | 1 | 1 | 2 | 2 | 8 |
| Opening 2 Points |
1 | 2 | 2 | 3 | 1 | 2 | 2 | 4 | 0 | 0 | 1 | 2 | 1 | 2 | 16 |
| Closing 2 Points |
0 | 0 | 0 | 0 | 1 | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 |
| Case Closed / Sales 4 Points |
0 | 0 | 0 | 0 | 2 | 8 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8 |
| Referrals 2 Points |
0 | 0 | 0 | 0 | 0 | 0 | 2 | 4 | 0 | 0 | 1 | 2 | 1 | 2 | 8 |
| Follow up / Marketing / Servicing / Learning / Coaching / Meeting 1 Point |
1 | 1 | 1 | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 1 | 1 | 0 | 0 | 4 |
| Total Points | 13 | 10 | 20 | 13 | 08 | 12 | 14 | 90 | |||||||