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Marshalls Call Report
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1
Call Report Cycle
Block Three
Cycle
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1
27th Jan
8th Mar
2
9th Mar
19th Apr
3
20th Apr
31st May
4
1st Jun
5th Jul
5
6th Jul
16th Aug
6
17th Aug
27th Sep
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2
BDM Name
*
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Ady Reed
Andrew Mitchell
Andy Collinson
Ashley Harford
Brian Cooper
Chris Ramwell
Colin Obbard
Darryl Hogan
David Maybury
Dave Isles
Dave Rice
Elom Kpatakpa
Erin Moffat
Glenn Panton
Graham Pledge
Ian Callaghan
John Scanlon
Jordan Banks
Lance Rossiter
Malcolm Roberts
Matt Twigg
Mike Darbyshire
Mike Jennings
Paul Collins
Peter Redgate
Richard Bateman
Robert Stephenson
Ricky Caldwell
Steve Barnes
Steve Blyth
Steve Woolley
Ady Reed
Andrew Mitchell
Andy Collinson
Ashley Harford
Brian Cooper
Chris Ramwell
Colin Obbard
Darryl Hogan
David Maybury
Dave Isles
Dave Rice
Elom Kpatakpa
Erin Moffat
Glenn Panton
Graham Pledge
Ian Callaghan
John Scanlon
Jordan Banks
Lance Rossiter
Malcolm Roberts
Matt Twigg
Mike Darbyshire
Mike Jennings
Paul Collins
Peter Redgate
Richard Bateman
Robert Stephenson
Ricky Caldwell
Steve Barnes
Steve Blyth
Steve Woolley
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3
MMG Location
Please select member name then MMG location
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4
Date Visit Scheduled
When did you book this visit in the diary
-
Date
Year
Month
Day
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5
Date of Visit
What was the date of the visit
-
Date
Year
Month
Day
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6
Did the visit take place?
YES
NO
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7
Why did the meeting not take place?
What reason was given
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8
Is the credit account up to date?
YES
NO
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9
Reason given for arrears
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10
Has a payment plan been agreed?
YES
NO
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11
Please provide details
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12
Wheel Alignment Machine
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13
Machine Type
Quick Check
KDS
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14
Good Working Condition
Yes
No
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15
Average Weekly Alignments
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16
Parts Managers Name
First Name
Last Name
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17
Did you see the Parts Manager?
YES
NO
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18
Why was the Parts Manager not available?
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19
Are there any issues relating to service and/or delivery?
YES
NO
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20
Please provide details
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21
Tyre fitting preference
Implant
Self Fit
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22
Was any stock missing?
YES
NO
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23
Details of missing imprest stock
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24
Were any additions required?
YES
NO
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25
Additions required
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26
Was any dead stock removed?
YES
NO
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27
Stock removed
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28
Check Sheet 1: WIP#
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29
Check Sheet 1 : Reason for no sale
Availability
Price
Other
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30
Check Sheet 1 : Availability
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31
Check Sheet 1 : Price
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32
Check Sheet 1: Other
Please provide details of why the sale was not completed
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33
Check Sheet 2: WIP#
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34
Check Sheet 2 : Reason for no sale
Availability
Price
Other
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35
Check Sheet 2 : Availability
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36
Check Sheet 2 : Price
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37
Check Sheet 2: Other
Please provide details of why the sale was not completed
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38
Check Sheet 3: WIP#
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39
Check Sheet 3 : Reason for no sale
Availability
Price
Other
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40
Check Sheet 3 : Availability
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41
Check Sheet 3 : Price
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42
Check Sheet 3: Other
Please provide details of why the sale was not completed
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43
Service Managers Name
First Name
Last Name
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44
Did you see the Service Manager?
YES
NO
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45
Why was the Service Manager not available?
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46
Are the SSAs confident in their responses?
YES
NO
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47
Please provide further details
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48
Number of SSAs able to sell tyres
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49
Are the SSAs aware of the tyre target?
YES
NO
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50
Are the SSAs aware of the current promotions?
YES
NO
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51
Are the SSAs able to quote the '6 Step Tyre Sale Process'?
YES
NO
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52
Name of the Sales Service Advisor you checked this with
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53
Please provide further details
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54
Are the SSAs using Grouplink?
YES
NO
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55
Please provide further details
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56
Are additional Grouplink installations required?
YES
NO
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57
Number of installations required and estimate of timescale
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58
Are the SSAs using the Dealer Sales Aid?
YES
NO
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59
Please provide further details
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60
Previous Full Month
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61
Additional Comments
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62
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63
Next visit scheduled for
-
Date
Year
Month
Day
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64
BDMs Email Address
example@example.com
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65
Additional Copy To
example@example.com
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