The Commission Grind
In retail mobile sales, you are juggling a dozen customers a day. Some are quick bill payments; others are complex multi-line activations with trade-ins. If you rely on the store's POS system to tell you how you're doing, you're flying blind. You need your own book. You need to know exactly how many New Acts versus Upgrades you hit today, because that ratio determines your paycheck at the end of the month.
This template is a personal ledger for the commission-hungry rep. It tracks the metrics that the company cares about (and pays you for), independent of the slow, corporate software.
Granular Control: The "Add-On" Economy
The base sale is just the start. The real money is in the features. Did you attach MPP (Device Protection)? Did you sell the Tablet New Act? This template forces you to check those boxes for every sale. It’s a psychological trigger. When you see unchecked boxes for "Roadside" or "Nav," you realize you left money on the table. It pushes you to upsell during the interaction, not regret it afterwards.
The Opps (Opportunities) field is your future pipeline. A customer buys a phone today but mentions their kid needs a tablet for school next month. You tag "Tablet" in the Opps field. In 30 days, you filter your list, call them up, and close the deal while your colleagues are standing around waiting for walk-ins.
The Scaling Phase: Building a Book of Business
The DF? (Device Financing/Down Payment) checkbox and Quote fields allow you to track the financials of every deal. Over time, this data reveals your personal conversion rate. Are you closing high-value quotes? Are you losing customers on the down payment? You stop being a clerk who processes transactions and start being a sales professional who manages a pipeline. You build a client list (tracked in Customer and Phone Number) that belongs to you, ensuring that when the iPhone launch hits, you have 50 people to call immediately.