SEGMENT TRACKER

Process Overview

Fields Description
Process Name Segment Tracker
Segment Relationship (REL)
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 Reviewed by Approved by Revision Details
V 1.0 Raksha 03-12-2025 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

To accurately capture and update weekly Order Load, Sales Pipeline, and Services Coverage data by updating OB, FL, and RTG metrics at segment and RSM level in the Master DB and EA RSM 3X3 sheets for performance tracking and decision-making.

1.2 Scope

  • Geographic Scope: India.
  • Business Segment: REL
  • Process Frequency: Sunday
  • Core Activity: Prepare and update weekly Order Load, Sales Pipeline, and Services Coverage reports at segment and RSM level in Master DB and EA RSM 3X3 sheets.
  • Key Distributors Covered: Lenovo

1.3 Business/Segment Overview:

  • PENDING

1.4 Responsibility and authority:

  • Analyst: Raksha S
  • Process Owner: Navaneeth
  • Process Manager: Dayanand
  • Escalation Manager: Sushruth Vasista
  • Approval Authority: Vishwanath Mosale

1.5 Escalation matrix: (Wyzmindz and Lenovo)

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 Pending Pending Pending
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
India Offshore Billing & Backlog Raksha S Raksha S Navaneeth K Lenovo Ind Pvt Ltd, Wyzmindz – Lenovo Process Team

1.7 Access Required

  • Lenovo sharepoint
  • Access to Ms Office Suite

1.8 Overview of Tools

Sl No Tool Name URL Description
1 Lenovo sharepoint Update sharepoint URL

1.9 Legends

NA

1.10 Data Dependencies

  • Orderload report
  • Sales Manager Pipeline
  • Services Coverage

1.11 Schedule of Reporting

  • Frequency: Every Sunday

1.12 Process Flow Chart

Process Flow Chart

1.13 Steps of Procedure

  • Open Sunday’s orderload report.
  • Insert T&X column in last.
  • Apply filter as follows,
    • Product category – Mobile
    • MTM-Desc – take Thinkpad T, TP T, Thinkpad X, TP X - Series
  • Make it as ‘T&X’ in T&X column.
  • Get pivot sheets from previous week file. Refresh the table.
  • Save the file and close.
  • Open Sunday’s Sales Manager Pipeline.
  • Insert T&X column in last.
  • Apply filter as follows,
    • Brand – NB
    • Product Description– take Thinkpad T, TP T, Thinkpad X, TP X & X series
  • Make it as ‘T&X’ in T&X column.
  • Clear and again apply filter,
    • Brand – NB
    • PH1 Desc, PH 2 Desc, PH3 Desc & PH4 Desc - take Thinkpad T, TP T, Thinkpad X, TP X & X series
  • Make it as ‘T&X’ in T&X column.
  • Clear and again apply filter,
    • Brand – NB
    • Family - take Thinkpad T, TP T, Thinkpad X, TP X & X series
  • Make it as ‘T&X’ in T&X column.
  • Clear filter.
  • Get pivot sheets from previous week file. Refresh the table.

  • In sheet1 first pivot,

  • Selection should be: o T&X - All o RSM - All
    o Fiscal Quarter – current Quarter o Probability – 50% & 80% o Offering Bucket - All o Brand - All o Week – Select till previous week o Segment – KAB Only (The same can be used for GAB aswell)

    steps

• In Second pivot table of sheet 1 - Selection should be: o OH L1 – All o OH L3 - All o RSM - All o Fiscal Quarter – current Quarter o Probability – 50% & 80% o Offering Bucket - All o Brand - All o Week – Select till previous week o Segment – KAB Only

steps

  • Save the file.
  • Open Services Coverage report of the week.
  • Get pivot sheets from previous week file.
  • Refresh both the pivots.

steps

  • Selection should be:

    • OH L1 – All
    • OH L2 - All
    • OH L4 - All
    • New RSM - All
    • Offering Bucket - All
    • Bill/Blog - All
    • Segment – KAB Only

  • Save the file.

  • Get online live excel tracker to desktop.
  • In Master DB 3X3 sheet, select current quarter OB & FL column and delete old constant values.
  • Update value of all the options which are not formulated except Services GAAP Rev ($M) & DAAS Count.
  • Selection of each options is as follows,
    • For CA : In Order load report,
      • Product category – desktop, mobile, fixed workstation, mobile workstation
      • Copy paste ‘sum of CA Value in K’ OB & FL value of each segment
    • For HW Rev : In Order load report,
      • Product category – deselect only Tablet
      • Copy paste ‘sum of Rev Value in M’ OB & FL value of each segment
    • For Option Rev : In Order load report,
      • Product category – select only options
      • Copy paste ‘sum of Rev Value in M’ OB & FL value of each segment
    • For T&X CA : In Order load report,
      • Product category – All
      • T&X – only T&X
      • Copy paste ‘sum of CA Value in K’ OB & FL value of each segment
    • For Visual CA : In Order load report,
      • Product category – visuals & Visuals Standalone
      • Copy paste ‘sum of CA Value in K’ OB & FL value of each segment
    • For Visuals HW Rev : In Order load report,
      • Product category – visuals & Visuals Standalone
      • Copy paste ‘sum of Rev Value in M’ OB & FL value of each segment
    • For WS CA : In Order load report,
      • Product category – Workstations
      • Copy paste ‘sum of CA Value in K’ OB & FL value of each segment
    • For WS HW Rev : In Order load report,
      • Product category – Workstations
      • Copy paste ‘sum of Rev Value in M’ OB & FL value of each segment
    • For Advanced Rev : In services coverage report,
      • Offering Bucket – Advanced services
      • Copy paste OB & FL value of each segment
    • For GPS Rev : In services coverage report,
      • Offering Bucket – All
      • OH Lv1 – Global Product Services
      • Copy paste OB & FL value of each segment
    • For Premier support Rev : In services coverage report,
      • OH Lv4 – select all premier options
      • OH Lv1 – All
      • Copy paste OB & FL value of each segment
    • For SSG Rev : In services coverage report,
      • All filters should be selected.
      • Copy paste OB & FL value of each segment

Segemnt_4

  • In EA RSM Level 3X3 sheet, select current quarter OB & FL column and delete old constant values.
  • Update value of all the options which are not formulated except Services GAAP Rev ($M) & DAAS Count.
  • Add RSM to rows in pivot table, in Orderload report.

Segemnt_5

  • Selection should be for all Segments individually & updated below for EA OL .
    • Segment – EA OL
    • Fcrad – No
    • T&X- All
    • Exe/Un-exe - Executable
  • Selection of each options is as follows,
    • For CA : In Order load report,
      • Product category – desktop, mobile, fixed workstation, mobile workstation
      • Copy paste ‘sum of CA Value in K’ OB & FL value of each RSM.
    • For HW Rev : In Order load report,
      • Product category – deselect only Tablet
      • Copy paste ‘sum of Rev Value in M’ OB & FL value of each RSM.
    • For Option Rev : In Order load report,
      • Product category – select inly options
      • Copy paste ‘sum of Rev Value in M’ OB & FL value of each RSM.
    • For T&X CA : In Order load report,
      • Product category – All
      • T&X – only T&X
      • Copy paste ‘sum of CA Value in K’ OB & FL value of each RSM.
    • For Visual CA : In Order load report,
      • Product category – visuals
      • T&X – All
      • Copy paste ‘sum of CA Value in K’ OB & FL value of each RSM.
    • For Visuals HW Rev : In Order load report,
      • Product category – visuals
      • T&X – All
      • Copy paste ‘sum of Rev Value in M’ OB & FL value of each RSM.
    • For WS CA : In Order load report,
      • Product category – Workstations
      • Copy paste ‘sum of CA Value in K’ OB & FL value of each RSM.
    • For WS HW Rev : In Order load report,
      • Product category – Workstations
      • Copy paste ‘sum of Rev Value in M’ OB & FL value of each RSM.
    • For Advanced Rev : In services coverage report,
      • Offering Bucket – Advanced services
      • Copy paste OB & FL value of each RSM.
    • For GPS Rev : In services coverage report,
      • Offering Bucket – All
      • OH Lv1 – Global Product Services
      • Copy paste OB & FL value of each RSM.
    • For Premier support Rev : In services coverage report,
      • OH Lv4 – select all premier options
      • OH Lv1 – All
      • Copy paste OB & FL value of each RSM.
    • For SSG Rev : In services coverage report,
      • All filters should be selected.
      • Copy paste OB & FL value of each RSM.

Segemnt_6

Note

Do not update TBH-1 Value.

  • Open sales Manager pipeline.
  • In Master DB 3X3 sheet, select current quarter RTG column and delete old constant values.
  • Update value of all the options which are not formulated except Services GAAP Rev ($M) & DAAS Count.
  • Selection of each options is as follows,
    • For CA : In first pivot table,
      • Brand – desktop, mobile, fixed workstation, mobile workstation
      • Copy paste Unwtd CA value of each segment
    • For HW Rev : In first pivot table,
      • Brand – Deselect tablet (select all the brands as tablet is not available)
      • Copy paste Unwtd Rev value of each segment
    • For Option Rev : In first pivot table,
      • Brand – PCG S&P only
      • Copy paste Unwtd Rev value of each segment
    • For T&X CA : In first pivot table,
      • Brand – All
      • T&X – only T&X
      • Copy paste Unwtd CA value of each segment
    • For Visual CA : In first pivot table,
      • Brand – Visuals
      • T&X – All
      • Copy paste Unwtd CA value of each segment
    • For Visuals HW Rev : Make all segment has formula
    • For WS CA : In first pivot table,
      • Brand – DT WS & NBWS
      • T&X – All
      • Copy paste Unwtd CA value of each segment
    • For WS HW Rev : Make all segment has formula
    • For Advanced Rev : In second pivot table,
      • Offering Bucket – Advanced services
      • Copy paste Unwtd Rev value of each segment
    • For GPS Rev : In second pivot table,
      • Offering Bucket – ALL
      • OH Lv1 – Global Product Services
      • Copy paste Unwtd Rev value of each segment
    • For Premier support Rev : : In second pivot table,
      • Offering Bucket – ALL
      • OH Lv1 – All
      • OH Lv3 – select only premier options
      • Copy paste Unwtd Rev value of each segment
    • For SSG Rev : In second pivot table,
      • Offering Bucket – ALL
      • OH Lv1 – Deselect ‘-‘
      • OH Lv3 – All
      • Brand - Services
      • Copy paste Unwtd Rev value of each segment
  • In EA RSM Level 3X3 sheet, select current quarter RTG column and delete old constant values.
  • Update value of all the options which are not formulated except Services GAAP Rev ($M) & DAAS Count.
    • Selection should be,
      • Segment – EA OL
      • RSM – Deselect TBH-1
    • Add RSM to rows in both the pivot table.
    • Selection of each options is as follows,
      • For CA : In first pivot table,
        • Brand – desktop, mobile, fixed workstation, mobile workstation
        • Copy paste Unwtd CA value of each RSM
      • For HW Rev : In first pivot table,
        • Brand – Deselect tablet (select all the brands as tablet is not available)
        • Copy paste Unwtd Rev value of each RSM
      • For Option Rev : In first pivot table,
        • Brand – PCG S&P only
        • Copy paste Unwtd Rev value of each RSM
      • For T&X CA : In first pivot table,
        • Brand – All
        • T&X – only T&X
        • Copy paste Unwtd CA value of each RSM
      • For Visual CA : In first pivot table,
        • Brand – Visuals
        • T&X – All
        • Copy paste Unwtd CA value of each RSM
      • For Visuals HW Rev : Make all segment has formula
      • For WS CA : In first pivot table,
        • Brand – DT WS & NBWS
        • T&X – All
        • Copy paste Unwtd CA value of each RSM
      • For WS HW Rev : Make all segment has formula
      • For Advanced Rev : In second pivot table,
        • Offering Bucket – Advanced services
        • Copy paste Unwtd Rev value of each RSM
      • For GPS Rev : In second pivot table,
        • Offering Bucket – ALL
        • OH Lv1 – Global Product Services
        • Copy paste Unwtd Rev value of each RSM
      • For Premier support Rev : : In second pivot table,
        • Offering Bucket – ALL
        • OH Lv1 – All
        • OH Lv3 – select only premier options
        • Copy paste Unwtd Rev value of each RSM
      • For SSG Rev : In second pivot table,
        • Offering Bucket – ALL
        • OH Lv1 – Deselect ‘-‘
        • OH Lv3 – All
        • Brand - Services
        • Copy paste Unwtd Rev value of each RSM
      • Save the file.
      • Save a copy of the for self-reference only.

1.14 Output Overview

Mention the snapshot of Output and explain the output data.

1.15 Validation checklist

  • Check if all the segments are updated or not

1.16 Communication:

  • Live Data

1.17 Repository Details

  • NA.