Report name
Purpose
Regular recipients
Information sources
Frequency of distribution
1) Sales Performance Analysis Report
Purpose: To analyze the sales performance of the company and identify trends, patterns, and opportunities for improvement.
Regular recipients: Sales managers, senior management, marketing team.
Information sources: Sales data, CRM system, market research reports.
Frequency of distribution: Monthly.
2) Financial Report
Purpose: To provide an overview of the company's financial status, including revenue, expenses, profit margins, and financial forecasts.
Regular recipients: CFO, senior management, investors, board of directors.
Information sources: Accounting software, financial statements, budget reports.
Frequency of distribution: Quarterly.
3) Employee Performance Review
Purpose: To evaluate the performance of employees, track goals, and provide feedback for development.
Regular recipients: HR managers, department heads, employees.
Information sources: Employee evaluations, goal tracking software, feedback from supervisors.
Frequency of distribution: Annually.
4) Customer Satisfaction Survey Report
Purpose: To gather feedback from customers, analyze satisfaction levels, and identify areas for improvement.
Regular recipients: Customer service team, marketing team, senior management.
Information sources: Customer surveys, feedback forms, CRM system data.
Frequency of distribution: Bi-annually.