SERVICE FUNNEL REPORT

Process Overview

Fields Description
Process Name SMB Services Funnel Report
Segment SMB
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 Raksha S 19-12-2025 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 report is to update to generate an updated weekly SMB funnel for current and next quarter with validated offerings and DAAS segregation.

1.2 Scope

  • Geographic Scope: India.
  • Business Segment: SMB
  • Process Frequency: Tuesday
  • Core Activity: To curate, validate, and structure SMB funnel data into a reliable, decision-ready weekly report for the current and upcoming fiscal quarters.
  • 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 Pending Pending Pending

1.6 RACI Matrix:

RACI Matrix – WyzMindz Solutions Pvt Ltd India

Report / Process Responsible Accountable Consultation Informed
SMB Service funnel Raksha S Raksha S Navaneeth K Lenovo Ind Pvt Ltd,
Wyzmindz – Lenovo Process Team

1.7 Access Required:

  • Outlook & Webmail Access
  • Access to Ms Office Suite

1.8 Overview of Tools

1.9 Legends

  • AP
  • SMB
  • QTD
  • RM
  • REL
  • FB
  • OL
  • QTR
  • OH L1/L2/L3/L4
  • MTM
  • DAAS
  • PCG S&P
  • Funnel

1.10 Data Dependencies:

  • AP Services Scorecard FY2526Q3W07
  • Funnel dump
  • Funnel Base file

1.11 Schedule of Reporting

  • Pending

1.12 Process Flow Chart

Process Flow Chart

1.13 Steps of Procedure

  • Get Funnel dump from India SMB Ops mail.
  • Save it as SMB Funnel Summary - . Eg: “SMB Funnel Summary - Q3'2526 Dec 08”
  • Rename the second occurrence of “Region” column (L column) as “Region II”.
  • Change value in “Probability” column to percentage. Take filter, sort from smallest to largest and delete rows with “0%”.
  • Take filter in “Fiscal Quarter”. Delete rows except current and next quarter.
  • Take filter in “Brand”, sort from “AtoZ”, delete rows except “PCG S&P” and “Service”.
  • Add “OH L1”, “OH L2”, “OH L3”, “DAAS” and “Offering bucket” columns at the end.
  • Open Sunday’s Funnel Base file.
  • Take lookup for “OH L1”, “OH L2”, “OH L3” and “Offering bucket” columns based on MTM in Services Offering Sheet of base file.
  • =XLOOKUP(, column, column)
  • =XLOOKUP(, column, column)
  • =XLOOKUP(, column, column)
  • =XLOOKUP(, column, column)
  • Break the link.
  • Insert a column after MTM column, take length of MTM.
  • =LEN()
  • Take ‘#N/A’ in OH L1 column, ‘Services’ in Brand column. Check for length of MTM.
  • If length is valid (12 or less than 12), append it in Services Offering sheet of base file.
  • If length is not valid (greater than 12), do not append.
  • Clear filter.
  • Take ‘#N/A’ in OH L1 column, ‘PCG S&P’ in Brand column, ‘Device as a services’ in Solution area column. Check for length of MTM.
  • If length is valid (12 or less than 12), check if value is present in ‘Total_ESS_Service_Tower ‘ and ‘Total_ESS_Offering_Category ‘ column. If available append it in Services Offering sheet of base file.
  • If length is not valid (greater than 12), do not append.
  • Delete extra column.
  • Replace ‘#N/A’ in “OH L1”, “OH L2”, “OH L3” and “Offering bucket” columns with ‘- ‘.
  • Replace ‘0’ in “OH L3” with “- “.
  • Take “Device as a services” in Solution area column, update DAAS column as ‘DAAS’.
  • Clear filter.
  • Take filter in Brand column for “PCG S&P” column. Delete rows keeping only Device as a Services.
  • Clear filter.
  • Filter out “Device as a Services” in Solution area column.
  • Copy paste value to new sheet and name sheet as DAAS.
  • Name data sheet as Data.
  • Get pivot sheet from previous week file. Refresh the pivot.
  • Pivot selection should be,
  • OH L1 – Deselect “- “
  • Fiscal Quarter – current and next quarter.
  • Save the file.

1.14 Output Overview:

  • Attach today’s file.
  • Reply to previous week mail as updated funnel as on today.

1.15 Validation checklist:

  • "Region" column (L column) should be change to "Region II"
  • Probability should be 5%, 25%, 50%, 80%.
  • "Fiscal Quarter" shoould be current Qtr and next qtr.
  • Brand should be PCG S&P and Service. For PCG S&P, only consider "Device as a Service" in "Solution Area" column and delete reset of data for PCG S&P.
  • DAAS should be updated correctly in DAAS column. "Device as a Service" of "Solution Area" column is considered as a DAAS.
  • Move all the DAAS Data into different sheet and named it as "DAAS".
  • All pivot table should be refreshed with the Data. Check the selections of both the pivot table.
  • Most of the time the total number will be increase as compare to last week report.

1.16 Communication

Mode of Communication would be Email:

1.17 Repository Details

NA.