SM Dashboard
When should a WO be past scheduled?
Neverrr
Where can you check the prices of contracts?
Qlik -> Pricebook
What is the difference between a lead and an opportunity?
Opportunities are qualified leads. Not all leads turn into opportunities
What is our applied time goal?
85%
Who do you email to get parts orders updates/escalations and what is their email?
usfsehealthcare@cytiva.com
Which of your time entries are accounted towards your applied time?
Travel, Labor, PTO/Holiday, Sales Support, Training, and Site FE
How many unit add quotes should you have submitted by now per last week's reminder in our teams chat?
Two quotes!
What website can you check the status of a customer’s order? Hint – using their SO or PO #
Orders 2.0
How many unit add quotes (and thus leads) should you submit each month?
Minimum of three
What is your average inventory age goal?
Less than 50 days
How many work orders within your team have contracts expiring soon?
Navigate to "Assigned WO Detail contract end date" and click View Report
T/F - all opportunities should immediately be transferred to a sales rep. Even without prior communication.
False - we want warm handoffs to sales, not sending them opps blindly/without context
How many contract PM's are left under SN 2596845, 1499270, and 3018225?
What is the percentage goal for WO's with PMChecklists?
100%
What is your EHS concern reporting goal
2 concerns per FE, per year
How do you check which parts orders are not assigned to a Work Order?
Navigate to "Parts Orders against WO % (target = 70%)" --> click "View Report"
What is the price of an EssentialCare contract for an AKTA go?
Navigate in Qlik
What should you do if a PM is expiring next week?
Clearly inform the customer they will lose the PM if not performed prior to contract end date - must be via email for traceability.
Once end date approaches, WO must be cancelled via Optirun request.
What is the average age to accept repair WO's goal?
1.5 days
Who does Adam Mohr report to? (our Service Delivery Director)
Andy Wallace
Navigate to the PM OTD Misses
**double points if your team has no OTD misses**
Look for "PM + CV OTD miss" Box and click "View Report"
Which three folders within our Sales Resources folder contain reachout scripts?
**double points if everyone has 2026 VDM Folder bookmarked**
Unit Add IB List, Research Repair, PM & Calibration
Omar Lopez, ..., ...
Everyone on the team must submit a practice EHS concern (you must ensure it populates under the NYC Team)
...
If we are at $12,000 for aged inventory (over 50 days), then we will be in the red for that month
False - each team's goal is to be below $1k per FE on the team for aged parts. Our goal is less than $13,000 in aged inventory