AI InstituteGeneral Manager Tracking and Report
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Tick each day by 11:59 AM the next day — missed days count against evaluation
Every number saves the moment you type it.
Every day of the month against the pace needed to hit target. Double-click a dayTap a day to see who entered what.
Pick the grade: GM, SH or SE by the equation (monthly salary × the value under the grade, which can be changed for each person) or by a custom value, or Growth with a custom value. All slabs sets each of GM, SH, SE and Growth for this person by the equation or a custom value. Someone joining after the 1st is measured on the days from their joining date that month. It is used for both sales and collection.
Target = salary × grade multiple · The code, targets and incentive can all be edited straight in the roster below.
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Keep a copy on your phone. Everything here works offline once downloaded.
Monthly salary is locked here — it comes from the roster on Team & targets, so there is one figure and one place to change it. Incentive %, growth and the slabs are edited here, and incentive and bonus are worked out on the net figures for the month, after tax.
Minimum target is the person's salary multiplied by their grade, plus any growth target you set. Salary comes from the roster on Team & targets; growth is set here.
Monthly business and monthly collection must both reach the same slab. Only the highest slab cleared is paid — bonuses are not added together.
Measured on the whole team's figures for the month, net of GST. The licence amount comes off sales before the comparison.
Totals for the days selected below.
Cost per lead is ad spend ÷ leads generated. Cost per lead won is ad spend ÷ leads won.
Leads generated by each campaign on each day, with the wins and ad spend for that day.
A fixed daily lead target for each person, Sundays excluded. As each day passes, the targeted and actual leads add up, and the gap between them is shown.
Pick a period: the target for it (daily target × working days in the period) against the actual leads in it, for each person.
Cumulative targeted and actual leads through the month, and each person's efficiency.
Each date's target and actual, and the running totals up to that date.
Combined target against what the team actually did, and how many people cleared it.
Each group measured against its own combined grade target plus growth.
Each person against their own grade slab and growth target.
Sales and collection against each group's combined target.
Tap a row for that person's day-by-day record.
Choose the months to report on. Everything below — the chart, the tables, the CSV and the PDF — follows this choice.
Each month in the period: sales, expenses against their basic level, and the result.
What the period would look like if every expense had stayed at its basic value, and what the difference does to the result.