Page 4 - 5 STEPS [OSL] _Neat

STEP 1 : INFORMATION PREPARATION

REPORTS & TOOLS TO REFERENCE

Dashboard
• Change view to weekly for BOT [Back On Track]

• Keep an eye on it daily

• It also changes VI targets daily

Statistics screen

Store Delivery Report [shipment]

Sales Forecast/OMNI-Check schedule & coding for shift sell & non-sell activities

After you have prepped you will have an example of a completed AAG [At A Glance]
& assess schedule

At A Glance is like an Agenda

Staff will bring the AAG to you & you will guide them through each section with the
most pertinent information for them at that moment

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