《保險(xiǎn)公司營(yíng)銷(xiāo)團(tuán)隊(duì)業(yè)務(wù)總結(jié)數(shù)據(jù)分析》由會(huì)員分享，可在線閱讀，更多相關(guān)《保險(xiǎn)公司營(yíng)銷(xiāo)團(tuán)隊(duì)業(yè)務(wù)總結(jié)數(shù)據(jù)分析（25頁(yè)珍藏版）》請(qǐng)?jiān)谘b配圖網(wǎng)上搜索。

1、,單擊此處編輯母版文本樣式,第二級(jí),第三級(jí),第四級(jí),第五級(jí),*,單擊此處編輯母版標(biāo)題樣式,單擊此處編輯母版標(biāo)題樣式,單擊此處編輯母版文本樣式,第二級(jí),第三級(jí),第四級(jí),第五級(jí),*,單擊此處編輯母版文本樣式,第二級(jí),第三級(jí),第四級(jí),第五級(jí),*,單擊此處編輯母版標(biāo)題樣式,決戰(zhàn)春耕創(chuàng)富學(xué)堂,第四階段數(shù)據(jù)分析,3,月,16,日至,3,月,23,日,業(yè) 績(jī) 戰(zhàn) 況,北大,單位,大展宏,“,兔,”,（第四階段）,全階段,階段目標(biāo),累計(jì)完成,達(dá)成率,階段目標(biāo),累計(jì)完成,達(dá)成率,XX,68,88.57,130.25%,240,184.67,76.95%,XX,62,24.63,39.73%,220,127.6,

2、58.00%,XX,62,71.98,116.10%,220,180.13,81.88%,業(yè) 績(jī) 戰(zhàn) 況,南開(kāi),單位,大展宏,“,兔,”,（第四階段）,全階段,階段目標(biāo),累計(jì)完成,達(dá)成率,階段目標(biāo),累計(jì)完成,達(dá)成率,XX,56,56.45,100.80%,200,166.31,83.16%,XX,56,24.88,44.43%,200,101.13,50.57%,業(yè) 績(jī) 戰(zhàn) 況,清華,單位,大展宏,“,兔,”,（第四階段）,全階段,階段目標(biāo),累計(jì)完成,達(dá)成率,階段目標(biāo),累計(jì)完成,達(dá)成率,一營(yíng),50,8.4,16.80%,180,45.51,25.28%,二營(yíng),45,4.74,10.53%,16

3、0,70.79,44.24%,三營(yíng),50,12.3,24.60%,180,57.47,31.93%,四營(yíng),45,16,35.56%,160,63.58,39.74%,業(yè) 績(jī) 戰(zhàn) 況,XX,單位,大展宏,“,兔,”,（第四階段）,全階段,階段目標(biāo),累計(jì)完成,達(dá)成率,階段目標(biāo),累計(jì)完成,達(dá)成率,XX,45,46.58,103.51%,160,92.87,58.04%,XX,37,14.18,38.32%,130,54.21,41.70%,XX,20,14.02,70.10%,70,40.11,57.30%,業(yè) 績(jī) 戰(zhàn) 況,單位,大展宏,“,兔,”,（第四階段）,階段目標(biāo),累計(jì)完成,達(dá)成率,XX,6

4、8,88.57,130.25%,XX,62,71.98,116.10%,XX,45,46.58,103.51%,XX,56,56.45,100.80%,XX,20,14.02,70.10%,全市,596,382.73,64.22%,XX,56,24.88,44.43%,XX,62,24.63,39.73%,XX,37,14.18,38.32%,四營(yíng),45,16,35.56%,三營(yíng),50,12.3,24.60%,一營(yíng),50,8.4,16.80%,二營(yíng),45,4.74,10.53%,第四階段期交前,10,強(qiáng),單位,姓名,期交保費(fèi),排名,XX,300000,1,XX,215850,2,XX,2000

5、00,3,XX,121220,4,XX,112371,5,XX,109760,6,XX,100000,7,XX,100000,8,XX,100000,9,XX,84470,10,第四階段件數(shù)前,3,強(qiáng),單位,姓名,件數(shù),排名,XX,9,1,XX,9,1,XX,6,2,XX,5,3,業(yè) 績(jī) 戰(zhàn) 況,學(xué)府,單位,大展宏,“,兔,”,（第四階段）,學(xué)府達(dá)成率,名次,階段目標(biāo),累計(jì)完成,達(dá)成率,北大,XX,68,88.57,130.25%,96.45%,1,XX,62,24.63,39.73%,XX,62,71.98,116.10%,南開(kāi),XX,56,56.45,100.80%,72.62%,3,XX

6、,56,24.88,44.43%,清華,一營(yíng),50,8.4,16.80%,21.81%,4,二營(yíng),45,4.74,10.53%,三營(yíng),50,12.3,24.60%,四營(yíng),45,16,35.56%,XX,XX,45,46.58,103.51%,73.31%,2,XX,37,14.18,38.32%,XX,20,14.02,70.10%,各單位第四階段出勤情況,校區(qū),單位,3,月,16,日,3,月,17,日,3,月,18,日,3,月,19,日,3,月,20,日,3,月,21,日,3,月,22,日,3,月,23,日,出勤人數(shù),出勤人數(shù),出勤人數(shù),出勤人數(shù),出勤人數(shù),出勤人數(shù),出勤人數(shù),出勤人數(shù),XX

7、,0,0,0,0,0,64,42,61,XX,56,65,66,56,59,58,60,66,XX,52,52,0,0,0,52,52,52,XX,0,36,18,0,0,18,24,26,XX,0,39,42,37,40,34,0,42,一營(yíng),50,45,48,48,53,48,50,50,二營(yíng),24,24,24,24,24,24,24,24,三營(yíng),52,53,52,53,52,53,52,53,四營(yíng),60,56,58,56,54,54,56,56,XX,XX,43,37,45,35,0,0,41,40,XX,23,23,25,23,22,22,22,61,XX,22,22,22,17,16

8、,20,19,22,合計(jì),382,452,400,349,320,447,442,553,各單位第四階段上交客戶資料情況,校區(qū),單位,3,月,16,日,3,月,17,日,3,月,18,日,3,月,19,日,3,月,20,日,3,月,21,日,3,月,22,日,3,月,23,日,上交客戶資料數(shù),上交客戶資料數(shù),上交客戶資料數(shù),上交客戶資料數(shù),上交客戶資料數(shù),上交客戶資料數(shù),上交客戶資料數(shù),上交客戶資料數(shù),北大,XX,0,0,0,0,12,36,0,0,XX,1,5,8,1,5,4,5,1,XX,0,18,0,0,0,60,0,42,南開(kāi),XX,0,0,0,0,0,0,0,0,XX,0,84,60

9、,12,0,12,0,84,清華,一營(yíng),108,36,12,0,0,66,48,72,二營(yíng),30,0,0,0,0,0,5,6,三營(yíng),12,3,12,20,98,12,18,20,四營(yíng),0,0,0,0,0,0,0,0,XX,XX,33,26,30,28,0,0,26,25,XX,0,0,150,0,6,9,0,0,XX,31,29,31,16,15,20,17,5,合計(jì),215,201,303,77,136,219,119,255,截止第四階段學(xué)歷情況,校區(qū),學(xué)歷等級(jí),小學(xué)生,初中生,高中生,大學(xué)生,碩士生,博士生,教授,晉升條件,3000,元,1,萬(wàn)元,2,萬(wàn)元,3,萬(wàn)元,5,萬(wàn)元,8,萬(wàn)元,

10、10,萬(wàn)元,單位,人數(shù),人數(shù),人數(shù),人數(shù),人數(shù),人數(shù),人數(shù),北大,XX,44,15,5,6,0,3,3,XX,52,18,5,5,3,1,1,XX,10,10,4,3,3,3,南開(kāi),XX,40,16,8,3,5,3,XX,43,18,9,7,1,清華,一營(yíng),41,16,3,2,二營(yíng),7,7,4,4,1,1,三營(yíng),13,9,7,3,1,1,四營(yíng),13,10,8,1,2,1,XX,XX,13,4,3,3,4,3,XX,31,10,3,2,1,XX,6,4,0,2,1,合計(jì),250,122,36,36,22,3,8,校區(qū),學(xué)歷等級(jí),大學(xué)生,碩士生,博士生,教授,大學(xué)生以上人員合計(jì),晉升條件,3,萬(wàn)元

11、,5,萬(wàn)元,8,萬(wàn)元,10,萬(wàn)元,北大,XX,6,3,3,12,XX,5,3,1,1,10,XX,3,3,3,9,南開(kāi),XX,3,5,3,11,XX,7,1,8,清華,一營(yíng),2,2,二營(yíng),4,1,1,6,三營(yíng),3,1,1,5,四營(yíng),1,2,1,4,XX,XX,3,4,3,10,XX,2,1,3,XX,2,1,3,合計(jì),36,22,3,8,69,截止第四階段學(xué)歷情況,“決戰(zhàn)春耕、創(chuàng)富學(xué)堂”截止第四階段,單位,全階段,階段目標(biāo),累計(jì)完成,達(dá)成率,XX,200,166.31,83.16%,XX,220,180.13,81.88%,XX,240,184.67,76.95%,XX,160,92.87,5

12、8.04%,XX,220,127.6,58.00%,XX,70,40.11,57.30%,全市,2120,1184.38,55.87%,XX,200,101.13,50.57%,二營(yíng),160,70.79,44.24%,XX,130,54.21,41.70%,四營(yíng),160,63.58,39.74%,三營(yíng),180,57.47,31.93%,一營(yíng),180,45.51,25.28%,加油,6,6,XX,分公司季均舉績(jī)情況分析,舉績(jī)?nèi)肆κ墙衲曛匾目己酥笜?biāo)，請(qǐng)所有單位高度重視！,機(jī)構(gòu)名稱,季均舉績(jī)?nèi)肆δ繕?biāo),長(zhǎng)險(xiǎn)舉績(jī)?nèi)肆?季均舉績(jī)率,目標(biāo)舉績(jī)?nèi)肆Σ铑~,短險(xiǎn)舉績(jī)?nèi)肆?三營(yíng),80,75,94%,5,26,四營(yíng)

13、,70,62,89%,8,47,一營(yíng),70,52,74%,18,30,XX,300,198,66%,102,73,XX,190,125,66%,65,34,全市,1550,999,64%,551,388,XX,70,44,63%,26,19,XX,230,143,62%,87,34,二營(yíng),65,39,60%,26,28,XX,100,59,59%,41,26,XX,230,130,57%,100,39,XX,35,19,54%,16,5,XX,110,53,48%,57,27,各單位一季度未出單數(shù)據(jù)統(tǒng)計(jì),單位,未出單保費(fèi)（萬(wàn)）,件數(shù),XX,125.21,33,XX,83,18,一營(yíng),65,12

14、,二營(yíng),41.2,9,XX,40.81,13,XX,39.63,13,XX,33.22,22,四營(yíng),25,9,三營(yíng),11,5,XX,11,8,XX,3,3,XX,1,1,回執(zhí)未核銷(xiāo)保單明細(xì),單位,保費(fèi),件數(shù),一月,二月,三月,合計(jì),一月,二月,三月,合計(jì),一營(yíng),2.86,5.04,11.02,18.92,7,5,28,40,二營(yíng),8.43,8.43,8,8,三營(yíng),14.36,14.36,16,16,四營(yíng),0.25,16.67,16.92,1,29,30,XX,1.56,56.57,58.13,3,61,64,XX,4.08,1.54,37.06,42.68,7,4,120,131,XX,1.5

15、8,18.16,19.74,4,48,52,XX,1.22,0.18,18.41,19.81,2,1,46,49,XX,1,16.54,17.54,1,61,62,XX,19.98,19.98,24,24,XX,0.61,2.55,47.04,50.2,3,6,133,142,XX,30.92,30.92,42,42,全市,12.91,9.56,295.16,317.63,27,17,616,660,在未核銷(xiāo)總件數(shù)中，三月份,616,件，占比,93.33%,，今年一季度未核銷(xiāo)件數(shù)總量達(dá),660,件，保費(fèi)總量達(dá),317.63,萬(wàn)元，希望各公司特別關(guān)注。,“,決戰(zhàn)春耕,”,階段增員舉績(jī)情況,排名,

16、單位,增員目標(biāo),招兵買(mǎi)兔階段 增員目標(biāo),累計(jì)增員,舉績(jī)?nèi)肆?舉績(jī)率,1,XX,10,12,9,75%,2,XX,16,22,15,68%,3,一營(yíng),13,18,12,66%,4,二營(yíng),10,13,7,53%,5,XX,13,19,9,47%,6,XX,15,18,8,44%,7,XX,15,42,14,33%,8,四營(yíng),10,17,5,29%,9,XX,10,15,5,26%,10,三營(yíng),13,16,4,25%,11,XX,15,15,1,6.60%,12,XX,20,36,1,3%,合計(jì),160,243,90,37%,開(kāi)門(mén)紅倒計(jì)時(shí)：,6天,距離開(kāi)門(mén)紅還有六天的時(shí)間,我們目沖刺目標(biāo),:,936萬(wàn),抽 獎(jiǎng) 卡,全市保費(fèi)目標(biāo)達(dá),100%,以上,特等獎(jiǎng),1,名：獎(jiǎng)勵(lì)比亞迪汽車(chē)一輛,一等獎(jiǎng),2,名：獎(jiǎng)勵(lì),8888,元,二等獎(jiǎng),30,名：獎(jiǎng)勵(lì),888,元,三等獎(jiǎng),40,名,:,獎(jiǎng)勵(lì),88,元,幸運(yùn)獎(jiǎng),50,名,:,獎(jiǎng)勵(lì),8,元,姓名,:,抽獎(jiǎng)卡號(hào),:,XX,人壽,XX,分公司“決戰(zhàn)春耕 創(chuàng)富學(xué)堂,”,距離開(kāi)門(mén)紅還有六天的時(shí)間,我們的必保目標(biāo),:,512萬(wàn),抽 獎(jiǎng),全市保費(fèi)目標(biāo)達(dá),80%,以上,特