Sellmark Weekly Check-In

SELLMARK

Weekly Rep Check-In

Your Name

Territory

Team / Department

Week Of

Pick your name and your territory and team fill in automatically. Everything you save is grouped by the week above (Monday start).

Performance

Sales $ This Week

Number of Orders

Opportunities by Stage

# of opportunities and total dollar value in each stage. "Closed" rows are deals that closed this week.

Activity

New Leads Contacted (min 40)

Dealer Apps Received

Total # Activities

Total # Calls

Talk Time

Wins

Describe your wins this week

Challenges

What got in the way this week

Objections Heard

Objections heard this week

New Accounts Opened

New accounts opened this week

Top 5 Prospects

Prospect 1

Prospect 2

Prospect 3

Prospect 4

Prospect 5

Looking Ahead

Goals for Next Week

Additional Notes

Save Check-In stores this week on your computer (builds your history). Send to Manager downloads a small data file to email or Teams to your manager. Export PDF makes a printable copy for your own records.

Your History & Backups

Your check-ins are saved in this browser on this computer. Use Backup All History occasionally to save a safety copy you can restore if the browser data ever gets cleared.