Pending Tasks
    
Pending Transfer Requests
New Resumes for Open Positions
Call Meghan Hennessey re: Contract
Review Quarterly Sales Projections
  Processes
    
Define Opportunity
Perform Initial Marketing Services
Craft Solution
Tell Story
Reinforce Trust
Manage Client Portfolio
Initiate Program
Staff Program
Execute Program
Manage Program Delivery
Deliver Services *
Complete Program
Manage Client Relationship
  Contacts
    
   Last Name  First Name  Phone Number
Goldman Steven 937-994-3065
Patel Jignesh 314-987-1959
Place Thomas 201-992-4014
Britton Shawn 916-752-5001

Search Contacts by:
Name Company Date

  Enterprise View
Stakeholder Value Analysis*
Key Financial Indicators*
FY 2006 Earnings Statement*
FY 2006 Balance Sheet*
FY 2006 10K Filing*
Selected Financial Data*
  Sales Analysis *
    
  Scheduler
    
  Sep 2006   
 Su Mo Tu We Th Fr Sa 

29 30 31 01 02 03 04
05 06 07 08 09 
10 11
12 13 14 15 16 17 18
19 
20 21 22 23 24 25
26 27 28 29 30 01 
02

 
Today Add Event
 10:00am Meeting w/ WebSolutions group
Thursday Add Event
2:00pm conference call
Friday Add Event
No events scheduled.
 
  Organization Chart *
    
 
  Alerts
    
Action Required: Customer Response* Monday, 9/21/06, 8:00 am
Monthly Invoices Delayed  Monday, 9/21/06, 11:10 am
Failed: Invoice Approval #4205318 Monday, 9/21/06 12:34 pm
Action Required: Resource Needed Monday, 9/21/06 3:22 pm
 
  Product Info
    
 

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  Sales Analysis by Region
    
 
 
  Management Reports
    
 Report Title  Report Title
 Sales Projections*
MTD  QTD   YTD
Staff Headcount*
 Top Clients by Volume* MTD  QTD   YTD Staff Turnover *
 Top Clients by Profit* MTD  QTD   YTD Backlog Orders
 Sales by Region* MTD  QTD   YTD Backlog Suppliers
 Sales by Line* MTD  QTD   YTD Open Orders
 
  Sales Opportunities
    
 New  Opportunity  Account
  Potential Revenue
  UltraQuick Web Server Bundle ECL Systems
$60,000
  3 Enterprise 2002 Workgroup Servers PolySix Consulting
$140,000
x
5  X/440 Workstations Vocaro Technologies
$540,000
x
2 eStation Desktop Clients MJP Enterprises
$77,220
x
2 NetPeformer Webservers Dwapar Corp.
$52,000
  Sales Tools
    

My (JDE) OneWorld Tasks

   

OneWorld Inventory Reports

   
 
Workstations
Mobile Products
Printing/Digital Imaging
Storage
Servers
Networking
Wholesale
Corporate
Retail
Regional
National
Global
Current Month
Current Quarter
Fiscal Year
Calendar Year
Spec. Promotions
Performance History
 
  Order Status
    
 Order #  Date and Time
 Total
  Status
19450102 08/28/2006 12:00:00 AM
$57,800
 Shipped
19772207 09/11/2006 12:00:00 AM
$917,500
 Booked
19811201 09/02/2006 12:00:00 AM
$33,000
 Partially Shipped
19471305 09/08/2006 12:00:00 AM
$450
 Open
19690601 09/09/2006 12:00:00 AM
$275,000
 Pending
19711004 09/09/2006 12:00:00 AM
$14,500
 Pending
 
  My Toolbox
    

My Sales Tools

 Scenario Builder*
 Sales Opportunities
 Open Orders
 Account Information
 Ad Campaigns
 Product Literature

My Applications


Powerpoint*

MS Word*

MS Excel*

 
  Promotional Calendar