Data Retrieval

Use the 2014 Fourth Quarter spreadsheet for this deliverable.Take the original spreadsheet and delete the columns that will not be necessary in your analysis.In the same Excel spreadsheet, create a new tab called “Module 03 Explanation”. In the Module 03 Explanation tab, provide an explanation on the fields that you will use and the fields that you eliminated. What was your reasoning?Submit the edited spreadsheet with only the fields you will use to determine if the sales consultants are in policy.Save your spreadsheet as a Microsoft Excel.Note: I’m including notes from the instructor below and including the overview I did (which received a 100 score) and the information from mod 1. Materials in Module 1, (attached below) will give you the information you need to know what data you will want to keep on the spreadsheet for analysis. Here are some examples:Mr. Lopez expects this team to provide: Summary of sales consultants not adhering to policySales consultants that may be in policy but behaviors are trending toward noncompliance.Mr. Lopez expressed the need not only to look for outliners using ANox Pharmaceutics Sales Consultant Selling Practices Policy P1029 – Year 2014, but to analyze the data beyond the policy and look for any trends that may indicate potential noncompliance of the policy.A contract between ANox Pharmaceutics and its client is bound to a minimum and maximum amount.The minimum sales amount per contract must be $500.00.The maximum sales amount per contract cannot exceed $10,000.————————————————————————————-Let me know if you need anything else!
_fourth_quarter_spreadsheet.xlsx

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anox_pharmaceticus_meeting__1_.docx

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Sales System Number
265801-2014111
265801-2014111
315320-2014111
265980-2014111
329247-2014111
399053-2014111
407197-2014111
407886-2014111
410718-2014111
265005-2014111
265288-2014111
265440-2014111
265778-2014111
265758-2014111
265068-2014111
265609-2014111
265862-2014111
266104-2014111
265823-2014111
330618-2014111
332509-2014111
333704-2014111
407148-2014111
265752-2014111
265848-2014111
266106-2014111
331393-2014111
Date of Sale
Extract Date
Sales Consultant ID
10/1/2014
11/1/2014
35353356
10/1/2014
11/1/2014
66464667
10/3/2014
11/1/2014
57575758
10/3/2014
11/1/2014
75265980
10/5/2014
11/1/2014
83748200
10/10/2014
11/1/2014
26354410
10/11/2014
11/1/2014
33407197
10/12/2014
11/1/2014
40278386
10/13/2014
11/1/2014
41107218
10/14/2014
11/1/2014
26150025
10/20/2014
11/1/2014
26354410
10/20/2014
11/1/2014
26354410
10/20/2014
11/1/2014
26356778
10/20/2014
11/1/2014
26457518
10/20/2014
11/1/2014
26520168
10/20/2014
11/1/2014
26526109
10/25/2014
11/1/2014
12658262
10/25/2014
11/1/2014
26161204
10/25/2014
11/1/2014
26531823
10/26/2014
11/1/2014
33011618
10/26/2014
11/1/2014
33255099
10/28/2014
11/1/2014
33233704
10/28/2014
11/1/2014
43207148
10/30/2014
11/1/2014
26325752
10/30/2014
11/1/2014
26621106
10/30/2014
11/1/2014
26621106
10/31/2014
11/1/2014
33135393
SC Last name
Rucco
Wiare
Frank
Manuter
Travas
Smith
Heston
Nova
Buster
Jones
Smith
Smith
Dimit
Hansen
Vega
Periter
Wearever
Uarlike
Nayen
Kite
York
Amisher
Bush
Regan
Justin
Justin
Williams
SC First Name
Adriano F
Carol P.
Benjamin
Victor
Francisco A
Debbie
Kelly L
Jeremy S
Jacqueline M
Jennifer
Debbie
Debbie
Enrique
Vanessa
William
Eugene
Erick
Yaniri A
Alicia
David N
Alex V
Aisha T
Douglas B
Andres A
Micah Rae
Micah Rae
Clarence P
State
NY
GA
FL
NY
TX
FL
AR
AR
MS
NY
FL
FL
FL
NY
NY
NY
NY
NY
IL
KY
NY
NY
AR
NY
LA
LA
KY
Office
MANHATTAN
ATLANTA
MIAMI
MANHATTAN
EL PASO
MIAMI
Arkansas
Arkansas
Tri-State
MANHATTAN
MIAMI
MIAMI
MIAMI
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
CHICAGO
LOUISVILLE
MANHATTAN
BRONX
Arkansas
MANHATTAN
NEW ORLEANS
NEW ORLEANS
LOUISVILLE
Region
NORTH
SOUTH
FL/HI
NORTH
SOUTH
FL/HI
SOUTHWEST
SOUTHWEST
SOUTHWEST
NORTH
FL/HI
FL/HI
FL/HI
NORTH
NORTH
NORTH
NORTH
NORTH
NORTH
SOUTH
NORTH
NORTH
SOUTHWEST
NORTH
SOUTH
SOUTH
SOUTH
Territory
DOWNSTATE NEW YORK
ATLANTA-NORTH GEORGIA
SOUTH FLORIDA
DOWNSTATE NEW YORK
SAN ANTONIO
SOUTH FLORIDA
ARKANSAS
ARKANSAS
MISSISSIPPI
DOWNSTATE NEW YORK
SOUTH FLORIDA
SOUTH FLORIDA
SOUTH FLORIDA
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
ILLINOIS
KENTUCKY
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
ARKANSAS
DOWNSTATE NEW YORK
LOUISIANA
LOUISIANA
KENTUCKY
Tax Type
W2
W2
1099
W2
1099
1099
1099
1099
1099
W2
1099
1099
W2
W2
W2
W2
W2
W2
W2
1099
W2
1099
1099
W2
W2
W2
1099
Total Contracts
10
4
11
4
0
5
0
1
11
13
0
7
1
9
10
25
9
4
1
1
16
0
3
13
7
10
9
Total Sales
Total Cancellations
$30,291.00
1
$39,999.00
0
$92,829.00
1
$44,255.00
2
$0.00
0
$20,100.00
1
$7,881.00
0
$10,000.00
0
$83,641.00
5
$0.00
13
$0.00
0
$44,242.00
0
$555.00
0
$80,000.00
0
$45,000.00
0
$54,535.00
0
$24,222.00
0
$14,344.00
0
$6,566.00
0
$250.00
0
$50,000.00
1
$321.00
0
$600.00
0
$72,990.00
0
$35,000.00
0
$87,382.00
1
$21,222.00
0
Sales System Number
265005-2014111
265068-2014111
265288-2014111
265440-2014111
329247-2014111
399053-2014111
265609-2014111
265758-2014111
265778-2014111
265823-2014111
265862-2014111
266104-2014111
330618-2014111
407197-2014111
407886-2014111
265801-2014111
265801-2014111
265980-2014111
332509-2014111
333704-2014111
315320-2014111
407148-2014111
410718-2014111
265752-2014111
265848-2014111
266106-2014111
331393-2014111
Date of Sale
Extract Date
Sales Consultant IDSC Last nameSC First NameState
11/1/2014
12/1/2014
26354410 Smith
Debbie
FL
11/2/2014
12/1/2014
33407197 Heston
Kelly L
AR
11/2/2014
12/1/2014
40278386 Nova
Jeremy S
AR
11/2/2014
12/1/2014
41107218 Buster
Jacqueline MMS
11/3/2014
12/1/2014
33011618 Kite
David N
KY
11/4/2014
12/1/2014
33255099 York
Alex V
NY
11/5/2014
12/1/2014
66464667 Wiare
Carol P.
GA
11/5/2014
12/1/2014
35353356 Rucco
Adriano F NY
11/5/2014
12/1/2014
26520168 Vega
William
NY
11/5/2014
12/1/2014
26152889 Smith
Debbie
FL
11/6/2014
12/1/2014
26356778 Dimit
Enrique
FL
11/7/2014
12/1/2014
26354410 Smith
Debbie
FL
11/8/2014
12/1/2014
26531823 Nayen
Alicia
IL
11/10/2014
12/1/2014
33233704 Amisher
Aisha T
NY
11/10/2014
12/1/2014
43207148 Bush
Douglas B AR
11/11/2014
12/1/2014
26526109 Periter
Eugene
NY
11/12/2014
12/1/2014
26457518 Hansen
Vanessa
NY
11/13/2014
12/1/2014
12658262 Wearever Erick
NY
11/15/2014
12/1/2014
75265980 Manuter
Victor
NY
11/16/2014
12/1/2014
57575758 Frank
Benjamin FL
11/17/2014
12/1/2014
26161204 Uarlike
Yaniri A
NY
11/23/2014
12/1/2014
83748200 Travas
Francisco A TX
11/27/2014
12/1/2014
26621106 Justin
Micah Rae LA
11/29/2014
12/1/2014
26150025 Jones
Jennifer
NY
11/29/2014
12/1/2014
33135393 Williams
Clarence P KY
11/30/2014
12/1/2014
26325752 Regan
Andres A
NY
11/30/2014
12/1/2014
26621106 Justin
Micah Rae LA
Office
Region
Territory
Tax Type
Total Contracts
MIAMI
FL/HI
SOUTH FLORIDA
1099
Arkansas
SOUTHWESTARKANSAS 1099
Arkansas
SOUTHWESTARKANSAS 1099
Tri-State
SOUTHWESTMISSISSIPPI 1099
LOUISVILLE SOUTH
KENTUCKY 1099
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
ATLANTA SOUTH
ATLANTA-NORTH
W2 GEORGIA
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MIAMI
FL/HI
SOUTH FLORIDA
1099
MIAMI
FL/HI
SOUTH FLORIDA
W2
MIAMI
FL/HI
SOUTH FLORIDA
1099
CHICAGO NORTH
ILLINOIS
W2
BRONX
NORTH
DOWNSTATE1099
NEW YORK
Arkansas
SOUTHWESTARKANSAS 1099
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MIAMI
FL/HI
SOUTH FLORIDA
1099
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
EL PASO
SOUTH
SAN ANTONIO
1099
NEW ORLEANS
SOUTH
LOUISIANA W2
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
LOUISVILLE SOUTH
KENTUCKY 1099
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
NEW ORLEANS
SOUTH
LOUISIANA W2
Total Sales
5
0
1
4
1
9
1
3
2
14
1
7
1
0
3
16
2
2
4
11
4
0
10
5
7
5
2
Total Cancellations
$20,100.00
$0.00
$10,000.00
$4,000.00
$900.00
$30,000.00
$550.00
$10,300.00
$5,000.00
$1,000.00
$5,000.00
$500.00
$3,000.00
$0.00
$0.00
$20,000.00
$1,010.00
$211.00
$20,100.00
$500.00
$10,000.00
$0.00
$87,382.00
$0.00
$20,000.00
$20,000.00
$1,000.00
1
0
0
0
0
1
0
0
0
13
0
0
0
0
0
0
0
0
1
10
0
0
1
5
0
0
0
Sales System Number
265005-2014111
265288-2014111
410718-2014111
265609-2014111
265440-2014111
266104-2014111
333704-2014111
331393-2014111
407148-2014111
265752-2014111
265823-2014111
407886-2014111
265801-2014111
315320-2014111
399053-2014111
265778-2014111
265758-2014111
265801-2014111
332509-2014111
265068-2014111
329247-2014111
266106-2014111
265862-2014111
265848-2014111
407197-2014111
330618-2014111
265980-2014111
Date of Sale
Extract Date Sales Consultant IDSC Last name
12/1/2014
1/1/2015
26354410 Smith
12/1/2014
1/1/2015
40278386 Nova
12/1/2014
1/1/2015
26621106 Justin
12/2/2014
1/1/2015
66464667 Wiare
12/3/2014
1/1/2015
41107218 Buster
12/3/2014
1/1/2015
26354410 Smith
12/4/2014
1/1/2015
57575758 Frank
12/5/2014
1/1/2015
26621106 Justin
12/6/2014
1/1/2015
83748200 Travas
12/6/2014
1/1/2015
26150025 Jones
12/7/2014
1/1/2015
26152889 Smith
12/8/2014
1/1/2015
26621106 Justin
12/9/2014
1/1/2015
26526109 Periter
12/9/2014
1/1/2015
26161204 Uarlike
12/10/2014
1/1/2015
33255099 York
12/11/2014
1/1/2015
26520168 Vega
12/12/2014
1/1/2015
35353356 Rucco
12/13/2014
1/1/2015
26457518 Hansen
12/14/2014
1/1/2015
75265980 Manuter
12/15/2014
1/1/2015
33407197 Heston
12/19/2014
1/1/2015
33011618 Kite
12/20/2014
1/1/2015
26325752 Regan
12/21/2014
1/1/2015
26356778 Dimit
12/22/2014
1/1/2015
33135393 Williams
12/23/2014
1/1/2015
33233704 Amisher
12/24/2014
1/1/2015
26621106 Justin
12/30/2014
1/1/2015
12658262 Wearever
SC First Name
Debbie
Jeremy S
Micah Rae
Carol P.
Jacqueline M
Debbie
Benjamin
Micah Rae
Francisco A
Jennifer
Debbie
Micah Rae
Eugene
Yaniri A
Alex V
William
Adriano F
Vanessa
Victor
Kelly L
David N
Andres A
Enrique
Clarence P
Aisha T
Micah Rae
Erick
State
FL
AR
LA
GA
MS
FL
FL
LA
TX
NY
FL
LA
NY
NY
NY
NY
NY
NY
NY
AR
KY
NY
FL
KY
NY
LA
NY
Office
MIAMI
Arkansas
NEW ORLEANS
ATLANTA
Tri-State
MIAMI
MIAMI
NEW ORLEANS
EL PASO
MANHATTAN
MIAMI
NEW ORLEANS
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
Arkansas
LOUISVILLE
MANHATTAN
MIAMI
LOUISVILLE
BRONX
NEW ORLEANS
MANHATTAN
Region
FL/HI
SOUTHWEST
SOUTH
SOUTH
SOUTHWEST
FL/HI
FL/HI
SOUTH
SOUTH
NORTH
FL/HI
SOUTH
NORTH
NORTH
NORTH
NORTH
NORTH
NORTH
NORTH
SOUTHWEST
SOUTH
NORTH
FL/HI
SOUTH
NORTH
SOUTH
NORTH
Territory
Tax Type
SOUTH FLORIDA
1099
ARKANSAS
1099
LOUISIANA
W2
ATLANTA-NORTH GEORGIA
W2
MISSISSIPPI
1099
SOUTH FLORIDA
1099
SOUTH FLORIDA
1099
LOUISIANA
W2
SAN ANTONIO
1099
DOWNSTATE NEW YORK
W2
SOUTH FLORIDA
1099
LOUISIANA
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
DOWNSTATE NEW YORK
W2
ARKANSAS
1099
KENTUCKY
1099
DOWNSTATE NEW YORK
W2
SOUTH FLORIDA
W2
KENTUCKY
1099
DOWNSTATE NEW YORK
1099
LOUISIANA
W2
DOWNSTATE NEW YORK
W2
Total Contracts
0
5
10
9
3
1
9
1
0
18
14
11
16
4
9
0
3
18
16
0
2
16
1
7
1
2
16
Total Sales
$0.00
$10,000.00
$0.00
$7,000.00
$4,000.00
$500.00
$2,000.00
$1,000.00
$0.00
$7,000.00
$1,000.00
$0.00
$20,000.00
$10,000.00
$30,000.00
$5,000.00
$10,300.00
$7,000.00
$20,000.00
$0.00
$900.00
$20,000.00
$5,000.00
$20,000.00
$0.00
$0.00
$20,000.00
Total Cancellations
0
3
10
3
0
0
5
0
0
5
13
11
0
0
1
0
0
10
0
0
0
0
0
0
0
2
0
Minimum And Maximum sales per
contract
?
ANox Pharmaceuticals has carefully elaborated the target and restrictions for its sales
consultants through the ANox Pharmaceutics Sales Consultant Selling Practices (P1029)
?
These restrictions are boundaries in sales requirements per client and on a quarterly basis
?
There are no restrictions on the maximum sales contracts per quarter, but there is a
minimum requirement of 3 sales contracts per quarter (P1029-1005)
?
The section P1029-1003 clearly states that each contract between ANox Pharmaceuticals
and its client is restricted to:
?
?
A minimum sales amount of $500.00 per contract and,
A maximum sales amount of $10,000.00 per contract.
Sales presentation requirements and
sales cancellations
?
Sales presentation requirements are enshrined in section 1004 of the P1029
section of the sales consultant requirements
?
It limits the time for each sale presentation at 4 hours per client
?
Guidelines in case of excess cancellations are outlined in section 1006 of
the requirements
?
It stipulates that a sales consultant who suffers excess cancellations is
subject to suspension pending re training.
References
?
How pharmacy contracts are granted set to change in Wales. (2015). The
Pharmaceutical Journal. http://dx.doi.org/10.1211/pj.2015.20068695
ANox Pharmaceutics
ANOX PHARMACETICUS
ANOX PHARMACETICUS
SALES CONSULANT ANALYSIS
MEETING MINUTES
Meeting Date: 01/15/2015
Meeting Location: CCO Office
Project Sponsor: Robert M. Lopez, CCO
Sales Consultant Analysis
Meeting Date 01/15/2015
1 ATTENDANCE
Name
Robert M. Lopez
Title
Chief Compliance
Officer
Organization
ANox Pharmaceutics
Present
Yes
2 MEETING LOCATION
Building:
3
Conference Room: 217
Conference Line: NA
Web Address: NA
3 AGENDA
•
•
•
•
Welcome project team
Business case for this project
Expectations and Deliverables
Timeline
4 MEETING NOTES
Robert M. Lopez opened the meeting by welcoming the project team and expressing
the importance of this project as it relates to ANox Pharmaceutics. ANox pharmaceutics
will be subject to a government audit within the next 6 months for sales consultants. Mr.
Lopez is expected to report to a sub committee.
It has been brought to his attention that sales consultants are not adhering to ANox
policy. This could put the organization at risk.
Mr. Lopez expects this team to provide:
• Summary of sales consultants not adhering to policy
• Sales consultants that may be in policy but behaviors are trending toward
noncompliance.
Provide Mr. Lopez a report that will visually represent your findings. An executive
summary report will also be provided.
Mr. Lopez expressed the need not only to look for outliners using ANox Pharmaceutics
Meeting Minutes
Page 2 of 3
Sales Consultant Analysis
Meeting Date 01/15/2015
Sales Consultant Selling Practices Policy P1029 – Year 2014, but to analyze the data
beyond the policy and look for any trends that may indicate potential noncompliance of
the policy.
Approval Date: Error! Unknown document property name.
Page 3 of 3
ANox Pharmaceutics
Sales Consultant Selling Practices
Policy P1029 – Year 2014
Section P1029: 1003 – Sales Contract minimum and maximum amounts.
A contract between ANox Pharmaceutics and its client is bound to a minimum and maximum
amount.
•
The minimum sales amount per contract must be $500.00.
•
The maximum sales amount per contract cannot exceed $10,000.
Section P1029: 1004 – Sales Presentation.
All sales consultants are trained to follow a sales presentation developed ANox Pharmaceutics
marketing department. This presentation must be delivered in its entirety prior to the clients
signature of a contract.
•
A sales presentation takes a minimum of 4 hours to present to the client.
Section P1029: 1005 – Sales Consultant minimum quarterly quotas.
A sales consultant’s quota is a minimum of three sales contracts per quarter.
Section P1029: 1006 – Sales Cancellations
Sales consultants with excess sales cancellations may be placed on suspension to receive re
training. Excess sales cancellations are determined on a case by case basis by the regional
manager.
Therefore the parties expressly agree that no party may assign this Agreement without the
written consent of the other.
IN WITNESS WHEREOF, the parties have executed this Agreement on the dates
indicated below.
____________________________________
[Consultant’s Signature]
__________________________
[Date]
[COMPANY]
By: ____________________________________
[Company Representative Signature]
Title: ___________________________________
Date: _______________
Exhibit A- Description of Consulting Activities
Nature of Services:
Field of expertise or inquiry (define precisely):
Sales System Number
265801-2014111
265801-2014111
315320-2014111
265980-2014111
329247-2014111
399053-2014111
407197-2014111
407886-2014111
410718-2014111
265005-2014111
265288-2014111
265440-2014111
265778-2014111
265758-2014111
265068-2014111
265609-2014111
265862-2014111
266104-2014111
265823-2014111
330618-2014111
332509-2014111
333704-2014111
407148-2014111
265752-2014111
265848-2014111
266106-2014111
331393-2014111
Date of Sale
Extract Date
Sales Consultant ID
10/1/2014
11/1/2014
35353356
10/1/2014
11/1/2014
66464667
10/3/2014
11/1/2014
57575758
10/3/2014
11/1/2014
75265980
10/5/2014
11/1/2014
83748200
10/10/2014
11/1/2014
26354410
10/11/2014
11/1/2014
33407197
10/12/2014
11/1/2014
40278386
10/13/2014
11/1/2014
41107218
10/14/2014
11/1/2014
26150025
10/20/2014
11/1/2014
26354410
10/20/2014
11/1/2014
26354410
10/20/2014
11/1/2014
26356778
10/20/2014
11/1/2014
26457518
10/20/2014
11/1/2014
26520168
10/20/2014
11/1/2014
26526109
10/25/2014
11/1/2014
12658262
10/25/2014
11/1/2014
26161204
10/25/2014
11/1/2014
26531823
10/26/2014
11/1/2014
33011618
10/26/2014
11/1/2014
33255099
10/28/2014
11/1/2014
33233704
10/28/2014
11/1/2014
43207148
10/30/2014
11/1/2014
26325752
10/30/2014
11/1/2014
26621106
10/30/2014
11/1/2014
26621106
10/31/2014
11/1/2014
33135393
SC Last name
Rucco
Wiare
Frank
Manuter
Travas
Smith
Heston
Nova
Buster
Jones
Smith
Smith
Dimit
Hansen
Vega
Periter
Wearever
Uarlike
Nayen
Kite
York
Amisher
Bush
Regan
Justin
Justin
Williams
SC First Name
Adriano F
Carol P.
Benjamin
Victor
Francisco A
Debbie
Kelly L
Jeremy S
Jacqueline M
Jennifer
Debbie
Debbie
Enrique
Vanessa
William
Eugene
Erick
Yaniri A
Alicia
David N
Alex V
Aisha T
Douglas B
Andres A
Micah Rae
Micah Rae
Clarence P
State
NY
GA
FL
NY
TX
FL
AR
AR
MS
NY
FL
FL
FL
NY
NY
NY
NY
NY
IL
KY
NY
NY
AR
NY
LA
LA
KY
Office
MANHATTAN
ATLANTA
MIAMI
MANHATTAN
EL PASO
MIAMI
Arkansas
Arkansas
Tri-State
MANHATTAN
MIAMI
MIAMI
MIAMI
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
MANHATTAN
CHICAGO
LOUISVILLE
MANHATTAN
BRONX
Arkansas
MANHATTAN
NEW ORLEANS
NEW ORLEANS
LOUISVILLE
Region
NORTH
SOUTH
FL/HI
NORTH
SOUTH
FL/HI
SOUTHWEST
SOUTHWEST
SOUTHWEST
NORTH
FL/HI
FL/HI
FL/HI
NORTH
NORTH
NORTH
NORTH
NORTH
NORTH
SOUTH
NORTH
NORTH
SOUTHWEST
NORTH
SOUTH
SOUTH
SOUTH
Territory
DOWNSTATE NEW YORK
ATLANTA-NORTH GEORGIA
SOUTH FLORIDA
DOWNSTATE NEW YORK
SAN ANTONIO
SOUTH FLORIDA
ARKANSAS
ARKANSAS
MISSISSIPPI
DOWNSTATE NEW YORK
SOUTH FLORIDA
SOUTH FLORIDA
SOUTH FLORIDA
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
ILLINOIS
KENTUCKY
DOWNSTATE NEW YORK
DOWNSTATE NEW YORK
ARKANSAS
DOWNSTATE NEW YORK
LOUISIANA
LOUISIANA
KENTUCKY
Tax Type
W2
W2
1099
W2
1099
1099
1099
1099
1099
W2
1099
1099
W2
W2
W2
W2
W2
W2
W2
1099
W2
1099
1099
W2
W2
W2
1099
Total Contracts
10
4
11
4
0
5
0
1
11
13
0
7
1
9
10
25
9
4
1
1
16
0
3
13
7
10
9
Total Sales
Total Cancellations
$30,291.00
1
$39,999.00
0
$92,829.00
1
$44,255.00
2
$0.00
0
$20,100.00
1
$7,881.00
0
$10,000.00
0
$83,641.00
5
$0.00
13
$0.00
0
$44,242.00
0
$555.00
0
$80,000.00
0
$45,000.00
0
$54,535.00
0
$24,222.00
0
$14,344.00
0
$6,566.00
0
$250.00
0
$50,000.00
1
$321.00
0
$600.00
0
$72,990.00
0
$35,000.00
0
$87,382.00
1
$21,222.00
0
Sales System Number
265005-2014111
265068-2014111
265288-2014111
265440-2014111
329247-2014111
399053-2014111
265609-2014111
265758-2014111
265778-2014111
265823-2014111
265862-2014111
266104-2014111
330618-2014111
407197-2014111
407886-2014111
265801-2014111
265801-2014111
265980-2014111
332509-2014111
333704-2014111
315320-2014111
407148-2014111
410718-2014111
265752-2014111
265848-2014111
266106-2014111
331393-2014111
Date of Sale
Extract Date
Sales Consultant IDSC Last nameSC First NameState
11/1/2014
12/1/2014
26354410 Smith
Debbie
FL
11/2/2014
12/1/2014
33407197 Heston
Kelly L
AR
11/2/2014
12/1/2014
40278386 Nova
Jeremy S
AR
11/2/2014
12/1/2014
41107218 Buster
Jacqueline MMS
11/3/2014
12/1/2014
33011618 Kite
David N
KY
11/4/2014
12/1/2014
33255099 York
Alex V
NY
11/5/2014
12/1/2014
66464667 Wiare
Carol P.
GA
11/5/2014
12/1/2014
35353356 Rucco
Adriano F NY
11/5/2014
12/1/2014
26520168 Vega
William
NY
11/5/2014
12/1/2014
26152889 Smith
Debbie
FL
11/6/2014
12/1/2014
26356778 Dimit
Enrique
FL
11/7/2014
12/1/2014
26354410 Smith
Debbie
FL
11/8/2014
12/1/2014
26531823 Nayen
Alicia
IL
11/10/2014
12/1/2014
33233704 Amisher
Aisha T
NY
11/10/2014
12/1/2014
43207148 Bush
Douglas B AR
11/11/2014
12/1/2014
26526109 Periter
Eugene
NY
11/12/2014
12/1/2014
26457518 Hansen
Vanessa
NY
11/13/2014
12/1/2014
12658262 Wearever Erick
NY
11/15/2014
12/1/2014
75265980 Manuter
Victor
NY
11/16/2014
12/1/2014
57575758 Frank
Benjamin FL
11/17/2014
12/1/2014
26161204 Uarlike
Yaniri A
NY
11/23/2014
12/1/2014
83748200 Travas
Francisco A TX
11/27/2014
12/1/2014
26621106 Justin
Micah Rae LA
11/29/2014
12/1/2014
26150025 Jones
Jennifer
NY
11/29/2014
12/1/2014
33135393 Williams
Clarence P KY
11/30/2014
12/1/2014
26325752 Regan
Andres A
NY
11/30/2014
12/1/2014
26621106 Justin
Micah Rae LA
Office
Region
Territory
Tax Type
Total Contracts
MIAMI
FL/HI
SOUTH FLORIDA
1099
Arkansas
SOUTHWESTARKANSAS 1099
Arkansas
SOUTHWESTARKANSAS 1099
Tri-State
SOUTHWESTMISSISSIPPI 1099
LOUISVILLE SOUTH
KENTUCKY 1099
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
ATLANTA SOUTH
ATLANTA-NORTH
W2 GEORGIA
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MIAMI
FL/HI
SOUTH FLORIDA
1099
MIAMI
FL/HI
SOUTH FLORIDA
W2
MIAMI
FL/HI
SOUTH FLORIDA
1099
CHICAGO NORTH
ILLINOIS
W2
BRONX
NORTH
DOWNSTATE1099
NEW YORK
Arkansas
SOUTHWESTARKANSAS 1099
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MANHATTANNORTH
DOWNSTATEW2
NEW YORK
MIAMI
FL/HI
SOUTH FLORIDA
1 …
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