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MCEPS -Quarterly Business Review Reporting Request
Need assistance with a reports package for an upcoming QBR? Complete and submit the form below.
Once submitted, a team member will respond with any questions and/or a time to discuss to assist with your QBR reporting needs.
Your Name
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First
Last
Your Email
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Your Phone
*
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where we can reach you with any questions regarding this request
What's Included?
Standard Reports Package = $50
Raw Data in excel format
Premium Reports Package = $100
Raw Data + "Shell" PPT Presentation template with report data populated
Reports included:
- Order Report
- Order Detail Report
- Top Selling Products Report
- Buyer Report
- Cost Savings Report (if applicable)
- Inventory Valuation Report (if applicable)
- 1 Custom Report ("Other")
Overview
Client Name (as seen in Salesforce)
Does this account have a parent/child relationship in Salesforce?
Yes
No
Describe the parent/child relationship so we can be sure to capture all of the correct data for your reports:
Date of QBR with Client
MM
/
DD
/
YYYY
Please include the following in my reports pacakge:
*
Order Detail Report
Top Selling Product Report - by $ Amount
Most Popular Product Report - By # of Orders
Buyer Report
Cost Saving Report (you must have populated cost savings data in SF for this report)
Inventory Valuation Report
Other
Describe what information you're looking for in your "other" custom report:
Do you want us to prepare your "shell" Powerpoint Presentation with report data populated?
Yes - give me the Premium package - $100
No - just the Raw Data in Excel, please - $50
Commission Deduction
How will you be paying for these services?
*
Commission Deduction - I understand the costs for these services, as described above, and I authorize this amount to be deducted from my commission check following the completion of the work.
Billing Client - I understand that I need to work with Mission Control to allocate costs to the order. I will use the Mission Control - Creative Design Services item in NetSuite for these charges with NO VENDOR associated with the line item.
No Charge (waived by Mission Control)
Who in Mission Control waived these charges?
*
What happens after I submit my request?
Once you submit your request, it will be assigned to the appropriate team member who will reach out to you to schedule an initial consultation meeting.
Please remember that Mission Control is likely working on multiple reports packages at the same time. We will discuss specific timelines with you after you submit your request.
