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Book of Business

Last updated on Jan 12, 2025

Publishers should be able to see the per-industry sales goals for their tier.

  1. If the publisher has more than one magazine, a magazine selection will be displayed to allow them to switch between magazines.

  2. Sales Funnel Summary will display counts for each of the active account types (statuses)

  3. The goal will be displayed beneath the count.

  4. The counts will be color-coded as follows: 1. If the count is under 50% of the Account Type goal it will be red. 2. If the count is greater than 50% of the goal and less than the goal it will be colored orange. 3. If the count is greater than the goal and less than the max it will be green. 4. If the count is greater than the max, it will be red.

  5. Below the Sales Funnel count, the number of accounts missing a primary contact will be displayed.

  6. Below the Out for Signature, the monthly revenue of the contracts that are out for signature will be displayed.

  7. The Up for Renewal number will always be colored black.

  8. For each sales goal, display the following data:

  9. Name of the category

  10. Sales Goal

  11. Current Sales

  12. A bar will be displayed displaying their progress towards the goal.

  13. It will be filled in proportion to their sales vs the goal

  14. It will be color-coded to indicate 1. No sales: Gray bar 2. Some sales: Yellow bar 3. Goal met: Green bar, green check mark

  15. The goals should be sorted by the amount needed to reach the goal, the highest first.

  16. Clicking the bar or name of the business category will open the Sales Funnel with that business category selected.

  17. Clicking a business name should open the Account details.

  18. Agreements, terms, months left, and rev/mo will be displayed

  19. Agreements: Name of the account

  20. Terms: Minimum Agreement term (12 MO., 36 MO., etc.)

  21. Months left: Number of full months remaining based on agreement term 1. A red circle will be shown around the number if <=2 2. The number will reflect the number of issues remaining on their contract from the current issue. If the current sales issue is May 2022 (i.e. it is between April ), and the contract’s last month is July 2022, then it should say 3.

  22. Rev/Mo: total revenue/ # of months in the contract

  23. There will be a summary pod labeled “Other” that will display all accounts with contracts not specifically matched by one of the industry pods. The Account must match both the Industry and Sub Category to show in the Book of Business Industry pod. Otherwise, it will show in the Other pod

  24. The total monthly revenue shall be displayed

  25. The same columns as the other industry pods will be shown