weekly accomplishment sheets

See Also: Custom Reports

Quicktrak Consultant Tracking

Quicktrak is a Director's Assistant feature! The Quicktrak window allows you to enter your team's weekly summary data all into the same window, quickly and easily. To open your team in Quicktrak you must have your team defined using the "Contact Selection" window. When you are setting up your system it is recommended that you utilize a mail category for your "Active Unit" or those consultants who turn in summaries. The Quicktrak window can generate a lot of records in your database and should only be used for those consultants that you are actually tracking.

To open Quicktrak, click on the Quicktrak icon in the main toolbar or select "Quicktrak" from the "View" menu. Select your team from the Contact Selection window which appears and click "OK" to open Quicktrak with your team loaded.

Quicktrak loads your consultants displaying Consultant #, Name, Phone or Reorder Sales, Skin Care Class Sales, Facial Sales and an automatic field for Total sales. The additional fields will only appear if they have been activated on the "Quicktrak" tab in "Settings" Quicktrak opens with the current week loaded.

 Quicktrak Views

Quicktrak can display your consultant's data in one of four views. To change the Quicktrak View, select your view from the "View" menu. Weekly View When Quicktrak is opened, the view will default to Weekly. In weekly view, each line in Quicktrak represents 1 weekly summary. Information can only be entered when you are in weekly view. You can change the week displayed with the "Week Ending" drop down date box. The dates that are listed in the "Week Ending" drop down date box are based from you "Week Ending" field on the "System" tab in "Settings.

Monthly View

Displays totals for all weekly summaries entered for the month. You can change the month displayed with the "Month Ending" drop down date box. Month View is a View Only display.

Quarterly View

Displays totals for all weekly summaries entered for the quarter. You can change the quarter displayed with the "Quarter Ending" drop down date box. Quarter View is a View Only display. Yearly View Totals all summaries for the year. You can change the year displayed with the "Year Ending" drop down box.

Yearly View

Year view is a View Only display. Entering Consultant Weekly Summary Info When entering values for reorders, skin care classes and facials, Quicktrak opens a sub window so that you can enter multiple entries. The sub window can be opened by double clicking in the field or by pressing the enter key twice. The sub window will automatically open if you attempt to input a value directly into any one these fields.

 Entering Weekly Information

Before entering information, you must have the "Weekly View" of your team's summaries displayed. Select the "Week Ending" date to reflect the date of the summaries you wish to enter. Double click in the consultant's "Phone" (reorders) field to open the sub window. . If you are going to enter sales individually, you can make multiple entries into the sub window. see below. Information not entered into the sub window is entered moving from field to field with the tab key or clicking with the mouse. All information entered directly into the Quicktrak window is weekly information. (Basics = Number of Basics sold for the Week) Entering Individual Reorders, Classes, Facials Individual sales are entered into the sales detail window. (displayed in Quicktrak view above) To enter individual sales, double click in the sales field to open the detail window and enter the individual sales using the "Add" button in the detail window to add additional rows. You can add as many rows as you need. When you have added all of the Reorders, Classes or Facials for the consultant, click "OK" to close the detail window. The detail window saves your entries and displays the total in the consultant's field. The detail window can also be opened by pressing the enter key twice with the sales field active, which allows you to enter everything without needing the mouse.

Quicktrak Sorting

The Quicktrak window can be sorted by any column in either descending or ascending order. To change the Sort, make your column selection from the "Sort By" drop down box. You can change the descending, ascending order by clicking and the descending/ascending toggle button. Select The "Select" menu allows you to Select a Column and display only that column, hiding the rest. The selected column is displayed along with the consultant # and name. Select "Restore" from the select menu to restore the hidden columns.

Copy to Clipboard

You can arrange Quicktrak with a particular Sort and Select and then click and drag to select the records that you want to copy. With the area selected, select "Copy to Clipboard" from the "File" menu. The selected area will be clipped to the Window clipboard.

Quicktrak Fields

Phone	Reorder Sales	Class	Skin Care Class Sales
Facial	Facial Sales	Total	An automatic field which totals reorders, classes and facials
# Cls	The number of skin care classes. This field is automatically calculated if you utilize the detail window to enter individual classes.	# Fac	The number of facials. This field is automatically calculated if you utilize the detail window to enter individual facials.
# Rec	The number of new recruits	Basics	The number of basics sold.
Hi Class	Dollar amount of the highest skin care class. This field is automatically calculated if you utilize the detail window to enter individual classes	Orders	Dollar amount of the consultant's orders from the company
Guests	Total number of guests.	Interviews	Total number of interviews
Hours	Total number of hours spent.	Hi Facial	Dollar amount of the highest facial sale. This field is automatically calculated if you utilize the detail window to enter individual facials
Bookings	Total number of bookings	# Orders	Total number of Orders.