Daily Manager Checklist & Scorecard
One form, one submit per day. Auto-saves as you go.
Date
Scorecard
Store Units (New / Total)
/
Store PVR (New / Total)
/
PPD (New / Total)
/
VSP %
Sales GP
NEW Sales Appts (Today / Tomorrow)
/
Closing % (New / Total)
/
NEW Total / Line Ready
/
Sales NPS / SQI
/
Daily Checklist
Check In Advisors
Leads Distributed
Outreach and CA note on every opp from previous day
Previous Day Desklog reviewed
Audit "Other" leads
Review 3 phone calls and add notes for CA
Check CTI — 3× per day, write down times
All unreplied texts/emails responded to in <5 min
How many calls did I end with?
How many appts did I set?
How many appts did the store set?
No open events without follow-up scheduled
Lights and TVs are on
Role play 1 menu
Desk Log updated at all times
Watch 3 videos and make notes for CA
Send checkout email
Lock all doors, pad, lights off
Tally
Fly By's
−
0
+
Trade Evals
−
0
+
Menus Built
−
0
+
Temp Tags Given
−
0
+
Miscellaneous To-Do