On any Wednesday morning, you have the weekly stat report for the week-to-date for the day before, Tuesday, compared with the previous week up to the end of business on that Tuesday.
There is another stat report that SHOULD be printed on the Tuesday night, before that Wednesday start of business -- that would be the stat report for the full CURRENT week, not just for the current week up through that Tuesday night.
This Report, call it the "Look Ahead" Report, gives you a good picture of what lies ahead of you for the remainder of the week so that you can plan, early ("Look Ahead") for how you are going to get the stat UP for the complete current week.
It would be great, too, if Tim could factor in this feature for the eventual M/E program (the "Master/Entry" program) so that on any date you could press the link for the Forward Look stat report and get it already configured and figured, then printed -- perhaps even with an added "trend line" to project where the end of the week stat should be if there were drawn a trend line based on however many days of the current week HAVE been included.
This tells Staff and Management, what lies ahead:
Are we already on a trend line to have a normal stat for the current week, based on what has happened THIS week and what did happen in the previous week during those days in that week, not yet on this week's report?
How much better do we have to do in the remaining days, if any, than in the same days of the previous week, to have a normal condition for THIS week?
When we have also added into the ME program some historical data on "categories of stats" which show us that
When stats are above $x.xx (say $10,000) for one day, what is the percentage breakdown among
Individual orders of $100 or less?
Individual orders of $101 to $500?
Individual orders of $501 to $1000?
(or any other useful categorization
Similar categorization could be done for VL vs MSM orders, or any other useful categorization
It will take some creative work to make this useful, but the comparison of the "look ahead" period with categorization could tell us not only how much more is needed to achieve normal or affluence for the week, but even what types of sales, what products were received in the previous week -- to see what we can do to duplicate those.
In many of the cases of unusual orders in the period, we can trace those to a recent marketing campaign -- so marketing campaigns should be included in the categorization of sales:
Perhaps generalize about any marketing campaign as to what were the predictions within that Campaign for the resulting sales for each week following the launch of the campaign.
Then, the ME program should be able to gather the statistics that apply exclusively to THAT campaign (by names of people who received the promotion, and by the sales and terms of what the campaign predicted.
Then the Look Ahead data could include a section NOT based on the previous week's days of actual stats, but the Marketing Campaign's PREDICTIONS of sales in the current week.
No end of creativity here.
In many cases, particularly for large orders, we may find that there was a great deal of preparation work to bring in one large order.
Perhaps, eventually, we can even start to staticize the sub-products of "big orders being worked on."
These concepts will help the stat rise and to rise smoothly and consistently.
They need to be used creatively -- this is not a rote exercise. And, obviously, an important part of this Policy applies to Tim and his work in the ME program.
When and as I get feed back, examples of use of this concept can be added to this Company Policy.