SRR - SME Sales Result Report
The SME Sales Result Report provides a comprehensive overview of your organization's sales performance, specifically focusing on Small and Medium-Sized Enterprises (SMEs). This report offers valuable insights into sales trends, customer behavior, and overall sales effectiveness.
SRR Uploads
SRR Uploads
Overview
The SRR Uploads feature provides a centralized platform for managing various data uploads related to the Sales Report (SRR) module. This includes uploading rules, staff lists, and other relevant data.
Steps
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Locate the "Export List" Button:
- Look for the "Export List" button at the top right corner of the Rule List page.
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Click the "Export List" Button:
- Click the "Export List" button to initiate the export process.
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Download the Exported File:
- The system will generate a downloadable file containing the list of rules.
- Choose a suitable location to save the file on your device.
- Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated.
- Check Export Sheets Against the Original SME Sales Report to Identify Discrepancies or Errors
Check below all sheet according to the above steps - Rule
- Staff
- Gaiho staff
- Sales result report old
- Monthly balance
- Payment List
- Broker
- SP Rank
- GS200
- Call Data
- Collection List
- SMEBPersonInCharge
- Request Route
- PlanBo
- Increase List
- Dormant List
- DDT75 List
- DDT85 List
- Budget Unit
- Budget Gaiho
SRR Report
Overview
The SRR Processed Sheet is a Sales Report (SRR) module tool that allows you to manage processed contracts. View, search export, delete, and process contract data from this list.
SRR Report

Steps
- The list will display information such as contract number, staff ID, name, customer name, loan amount, currency, interest rate, and disbursed date.
- You can use the search bar to filter contracts based on specific criteria.
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Delete Cont Data Processed
- Select the contracts you want to delete and click the "Delete cont data processed" button.
- Confirm the deletion by clicking the "Delete" button in the confirmation dialog.
- A confirmation dialog box will appear asking if you are sure about deleting the selected contracts.
- Click the "OK" button to proceed with the deletion.
- After the deletion process is complete, you will see a message indicating that the selected contracts have been deleted & Check if all data has been removed"Successfully delete processed cont sheet"
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Process Cont Sheet
- If need to re-process a contract sheet, select the corresponding row and click the "Process cont sheet" button.
- Follow the on-screen instructions to complete the re-processing process.
- A confirmation dialog box will appear asking if you are sure about processing the contract sheet.
- Click the "OK" button to proceed with the re-processing.
- If the contract sheet is processed successfully, you will see a success message indicating that the "Successfully process cont sheet"
- Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated.
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Export Processed List
SRR Bulk Uploads
Overview
This Page provides a detailed explanation of the Bulk Upload List interface, which is part of the system. The interface allows users to view, manage, delete & upload data sheets.
SRR Bulk Upload

Steps
-
Delete Sheet Data
- Select the contracts you want to delete and click the "Delete sheet data" button.
- Confirm the deletion by clicking the "Delete" button in the confirmation dialog.
- A confirmation dialog box will appear asking if you are sure about deleting the selected contracts.
- Click the "OK" button to proceed with the deletion.
- After the deletion process is complete, you will see a message indicating that the selected contracts have been deleted & Check if all data has been removed"Successfully Delete sheet data"
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Download Sample file
- Click the "Gaiho Bulk Upload" button
- Click the "Download sample file" button
- Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated
- Check Export Sheets Against the Original SME Sales Report to Identify Discrepancies or Errors
Downloaded Sample File
- Click the "Gaiho Bulk Upload" button
SRR Bulk Process
Overview
SRR Bulk Process refers to the automated or semi-automated processing of a large number of System Requirements Reviews (SRRs) in a batch or bulk manner. This approach can significantly improve efficiency and reduce manual effort compared to reviewing SRRs individually. This Page explains the Bulk Upload process interface, which is part of the system. The interface allows users to view, manage, delete, Process & upload data sheets.
SRR Bulk Process
Steps
- If the all data-sheet is processed successfully, you will see a success message indicating that the "Successfully processed process cont sheet".
- Checked Success message /error message for all below sheets.
Process Dept sheet
Process MUnit sheet
Process Team sheet
Process HQ sheet
Process GDept sheet
Process SecBr sheet
Process Unit sheet
Process CC sheet
Process DailyDept sheet
Process DailyUnit sheet
Process DailyTopTen sheet
Process Win Lose Credit sheet
Process Win Lose Dept sheet
Process Win Lose GDEpt sheet
Process Win Lose HQ sheet
Process Win Lose MBr sheet
Process Win Lose MUnit sheet
Process Win Lose Person sheet
Process Win Lose SecBr sheet
Process Win Lose Team sheet
Process Win Lose Unit sheet - Download sample File (Gaiho bulk report )
- Click the "Gaiho bulk report" button to download a list of processed sheets in a desired format (e.g., CSV, Excel).
- Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated
- Check downloaded bulk report sheets Against the Original SME Sales Report to Identify Discrepancies or Errors
Delete all sheet data one by one -->Process sheets -- > Gaiho bulk process
Sales Result Report
Overview
A Sales Result Report is a comprehensive document that analyzes a company's sales performance over a specific period. It typically includes various metrics and insights to help businesses evaluate their sales strategies, identify areas for improvement, and make data-driven decisions. This Page explains the Sales Result interface, which is part of the system. The interface allows users to view, search, and download data sheets.
Sales Result Report Diagram
Steps
Original SME Sales Report