The main functional modules are as follows:
1. Basic information: including department, district, group, job title, salesperson, insurance type and payment method.
2. Performance entry: performance entry.
3. Query reports: (1) Company-wide individual performance ranking, (2) Company-wide individual performance details, (3) Department performance ranking, (4) Department->District performance ranking, (5) Department->District- >Group performance ranking, (6) Position->Salesperson performance summary, (7) Insurance type->Salesperson performance summary, (8) Premium summary by insurance type (including charts), (9) Premium summary by payment method (including charts) and other reports.
4. System maintenance: including functions such as data backup, data recovery, and operation permissions.
Application steps: (1) Execute [System Maintenance]->[Advanced Maintenance]->"System Initialization" operation to clear trial data; (2) Enter basic information.
After the above work is completed, daily performance entry and report inquiry can be carried out.
it works
it works
it works