In the fast-paced world of print production, managing the sales cycle efficiently is crucial for success. At Design Wizards, we understand the challenges that publishers face from the pre-sale preparations to a printer-ready file. That's why we've developed a robust suite of reports that empower publishers to monitor progress and streamline their operations. Let's delve into some of the most commonly requested reports that our contract entry department can generate, providing invaluable insights to sales personnel.

Unworked Revenue Report: A Strategic Tool for Workload Management

One of the key reports that our clients find immensely beneficial is the Unworked Revenue Report. This report is a game-changer when it comes to managing the workload throughout the canvas. By displaying the contracts that still need attention from each sales representative, it allows for effective prioritization.

Sorting Options for Enhanced Efficiency

• By Assigned Amount: This option lists outstanding contracts based on the assigned dollar amount. Prioritize your efforts by focusing on contracts with higher revenue potential.
• By Salesperson/City: Grouping contracts by salesperson and city streamlines workflow, especially for those who travel to meet clients. Quickly identify and access contracts in specific areas, ensuring a more productive canvassing experience.
• Alphabetical Listing: For a straightforward approach, contracts can be listed alphabetically, simplifying the process of finding and managing them.

Sales Report: Insightful Analysis for Informed Decision-Making

On the flip side, the Sales Report provides a comprehensive overview of the contracts received from your sales team. This report can be tailored to suit your preferences, ranging from a simple listing to a detailed breakdown of contract categories.

Detailed Categories in Sales Report:

• New Contracts Sold: Track the performance of your sales team by monitoring new contracts acquired.
• Renewed Contracts: Identify increases or decreases in revenue from renewed contracts, facilitating strategic planning.
• Canceled and Out-of-Business Contracts: Stay informed about contracts that are no longer valid, allowing for adjustments in your sales strategy.
• Trade Accounts: Keep a close eye on trade accounts to ensure a balanced and profitable portfolio.

Hold List: Facilitating Timely Processing

The Hold List report is a lifeline for contracts that are incomplete. It provides a concise description of the information needed to complete the processing of each contract. Regularly requesting and providing the required information ensures a smooth and timely workflow so deadlines can be met.

Conclusion

In the competitive landscape of print production, leveraging data through insightful reports is an invaluable tool. Design Wizards is committed to providing not just print services but a comprehensive solution that empowers publishers at every step. By harnessing the power of reports like the Unworked Revenue Report, Sales Report, and Hold List, publishers can streamline their operations, make informed decisions, and maximize both efficiency and revenue. With Design Wizards, your journey from presale preparations to print-ready files is not just a process—it's a strategic advantage.