SMB COVERAGE REPORT
Process Overview
| Field | Details |
|---|---|
| Process Name | SMB Coverage Report |
| Segment | GSC |
| Process Family | Lenovo India |
| Process User(s) | Wyzmindz solutions pvt ltd |
| Process Purpose | This report is instrumental in providing actionable insights, tracking performance, and supporting Lenovo’s sales strategies |
Version History
| Version Tag | Prepared By | Date of Update/Revision | Validated by | Reviewed by | Approved by | Revision Details |
|---|---|---|---|---|---|---|
| V 1.0 | Sharanya J | 10-12-2025 | Navneeth | Sushruth Vasista | Vishwanath Mosale | SOP Document Creation |
Distribution and Access List
| Designation | Read | Write | Approval |
|---|---|---|---|
| Analyst | Yes | No | No |
| Team Lead | Yes | Yes | No |
| Manager | Yes | Yes | Yes |
1.1 Purpose
The purpose of this process is to generate the SMB Coverage Report for Lenovo, which provides a summarized and comprehensive overview of MM and SM performance. The report helps the client validate sales data, ensure data accuracy between AP Data and the coverage report, and support informed business decisions.
1.2 Scope
- Geographic Scope: India.
- Business Segment: GSC
- Process Frequency: Monday and Friday, 25th to the end of every month, first day of every Month
- Core Activity: To Summarize the Consumer data from AP Data
- Key Distributors Covered: Lenovo
1.3 Business/Segment Overview
- This process supports Lenovo India's sales strategies by providing actionable insights and tracking performance. This process enables Lenovo to maintain accurate visibility over SOSB sales, inventory movement, and overall business trends for Billing and Backlog of MM and SM.
1.4 Responsibility and authority
| Role | Name |
|---|---|
| Analyst | Sharanya J |
| Process Owner | Navaneeth |
| Process Manager | Dayanand |
| Escalation Manager | Sushruth Vasista |
| Approval Authority | Vishwanath Mosale |
1.5 Escalation Matrix
Escalation Matrix – WyzMindz Solutions Pvt Ltd (India)
| Sl. No | Name | Designation | Email ID |
|---|---|---|---|
| 1 | Sushruth Vasista | Manager | sushruth.vasista@wyzmindz.com |
| 2 | Vishwanath Mosale | Director | Vishwanath.mosale@wyzmindz.com |
Escalation Matrix – Lenovo India Pvt Ltd
| Sl No | Name | Designation | Email ID |
|---|---|---|---|
| 1 | Marlene Pinto | Sales Operations Head- SMB | mpinto4@lenovo.com |
| 2 | Saurabh Agarwal | Ops Director | asaurabh@lenovo.com |
1.6 RACI Matrix
RACI Matrix – WyzMindz Solutions Pvt Ltd India
| Report / Process | Responsible | Accountable | Consultation | Informed |
|---|---|---|---|---|
| Coverage Report - SMB | Sharanya J | Sharanya J | Navaneeth K | Lenovo Ind Pvt Ltd, Wyzmindz – Lenovo Process Team |
1.7 Access Required
- Outlook - For receiving reports and communications.
- Share point Access
- AP Data Access
- Access to MS Office Suite
1.8 Overview of Tools
| Sl No | Tool Name | URL | Description |
|---|---|---|---|
| 1 | Qliksense | https://owb.lenovo.com/ | It’s a website used to extract data for our usage. |
| 2 | CDMS (Channel Data Management System) | https://cdms.lenovo.com/DCSDM/ | Lenovo’s tool used to upload and collect data. |
1.9 Legends
- MTM - Machine Type Model (Product Number)
- ST– Sell thru
- SO - Sell Out
- NA – Not Available
- BLOG – Backlog
- MM – Mid market
- SM – Small Market
1.10 Data Dependencies
- AP Data Report and Overall Coverage Report.
1.11 Schedule of Reporting
Frequency: Monday & Friday, 1st day of every month, From 25th to the end of the month.
1.12 Process Flow Chart
1.13 Steps of Procedure
- Open the today’s “Coverage Overall” report which we prepared.
- Go to “T&R” column and deselect only “LEMB” & “SOSB” because we need only SMB Data.
- Select all the rows of data except header and press “Alt+;” and the press Ctrl + ‘-’.
- Remove the filter.
- Check “T&R” weather we are getting only “LEMB” & “SOSB” or not. We need only SMB data rest of the data we have to delete.
- Change LEMB to MM and SOSB to SM
- Check the plant code “H002” for which the Trd/Mfg , Route column will be ZD next, select the plant code “IN5A” for which Trd/Mfg must be MFG and route must be FD
- Select SMO from the column Brand(AP) and select Options from Brand(Old) Go to the column CA and make it all 0( CA is only for Base Machines)
- Go to “Summary” sheet.
- Change the data source of the pivot that as per “Data” sheet and refresh the pivot table.
- In “T&R” of pivot table, we should get ““MM” & “SM”.
- Save the file as “Q32526 SMB Coverage Report as on 26052025”.
- Reply on the last week sent mail in creports mail ID and attach the today report. Sent the report from creports mail ID
Validation Step
- We must validate the grand total of pivot table which is in “Summary” sheet of SMB Coverage report from today “AP Data”.
- Open today “AP Data” report. We can take from creports sent item.
- Insert a new pivot table based on data sheet (Sheet1).
- Selection of pivot table should be :-
- Brand – Desktop, Mobile WS, Notebook, SMO, Tablet & Thinkstation
- Data Type – (All) CONRELSMB – Only select “CC” & “SB
- Validate the grand total of pivot table which is in SMB Coverage report from grand total of pivot which we inserted in today “AP Data”.
1.14 Output Overview
- SMB Coverage Report – “Summary” sheet
- SMB Coverage Report – “Data” sheet
1.15 Validation checklist
- Create a Pivot table in AP data
- Brand in Filter, selection from brand are - Desktop, Mobile WS, Notebook, SMO, Tablet & Think station
- CONRELSMB in Rows
- Data Type in column
- Volume in values
- Filter SM and MM from CONRELSMB of AP data
- The Grand Total of SM&MM of Backlog and Ships values in AP data must match with The grand total of SM and MM from SMB coverage
- Each value from blog and bill values of SMB coverage must match with the values from Backlog and ships from Ap data.
1.16 Communication
Abhishek Chaudhary achaudhary@lenovo.com; Ananda M Lanka analanka@lenovo.com; Ashish Sikka ashsikka@lenovo.com; Gifty Boparai gboparai@lenovo.com; Hareesh Reddy Kumbam hkumbam@lenovo.com; J Leslie jleslie@lenovo.com; Jayesh Khatri jkhatri@lenovo.com; Kalpesh Chande kchande@lenovo.com; Kuhel Chowdhury1 kchowdhury1@lenovo.com; Sakshi Gupta21 sgupta21@lenovo.com; Mithun Kumar Naik mnaik@lenovo.com; Rajesh Mishra rmishra@lenovo.com; Rajkumar Bhatt rbhatt@lenovo.com; Ramesh R rameshr@lenovo.com; Sharad Verma sharverm@lenovo.com; T Renganathan trenganathan@lenovo.com; Vikram Mulye vmulye@lenovo.com; Vrinda Bhat Punchodi vpunchodi@lenovo.com; Prasanth Govindan pgovindan@lenovo.com; Marlene Pinto mpinto4@lenovo.com; Pankaj Gupta1 pgupta1@lenovo.com; Abhishek Chaudhary achaudhary@lenovo.com; Sudhir Choudhary schoudhary1@lenovo.com; Sushruth Vasista svasista@lenovo.com; Hiral Somaiya hsomaiya@lenovo.com; Aditya Agarwal aagarwal@lenovo.com; Ankur Arora3 aarora3@lenovo.com; Ratna Bhushan rbhushan@lenovo.com; Vinod kumar Kr vkr@lenovo.com; Vikrant Sudhakar Dinde vdinde@lenovo.com; Dhruv Bansal1 dbansal1@lenovo.com; Muthusamy Murugan1 mmurugan1@lenovo.com; Rishabh Rawat rrawat@lenovo.com; Vaibhav Chitalia vchitalia@lenovo.com; Rudra Reddy G1 rg1@lenovo.com; Puneet Garg1 pgarg1@lenovo.com; Mahaboob Dowla1 mdowla1@lenovo.com; Sampada Joshi sjoshi6@lenovo.com; Yuthika Dagar1 ydagar1@lenovo.com; 'fulfillment.c@wyzmindz.com'; 'Navaneeth K' navaneeth.k@wyzmindz.com; Utkarsh Ramaswamy Iyer uiyer@lenovo.com; Mithun Gosavi mgosavi@lenovo.com; Rajkumar Bhatt rbhatt@lenovo.com; Thangjam RamachandraSingh tramachandra@lenovo.com; Tina Bagga tbagga@lenovo.com; Isha Mittal imittal@lenovo.com; Kapil Bhatia kbhatia@lenovo.com; Mithun Kumar Naik mnaik@lenovo.com; Vinayak Sogi2 vsogi2@lenovo.com; Ravinder Koul rkoul@lenovo.com; Ridhi Sawhney1 rsawhney1@lenovo.com; R. Manikandan1 rmanikandan1@lenovo.com; Pankaj Harjai pharjai@lenovo.com; Mithun Kumar Naik mnaik@lenovo.com; Rishabh Rawat rrawat@lenovo.com; Siddharth Krishna4 skrishna4@lenovo.com; Bhavya G1 bg1@lenovo.com; Aman Goyal8 agoyal8@lenovo.com
1.17 Repository Details
• "D:\KT Videos\SMB,CONSUMER,TABLET COVERAGE.mp4"