REGION WISE PAMCM FUNNEL
Process Overview
| Fields | Description |
|---|---|
| Process Name | Funnel PAM CM ISR |
| 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 | Reviewed by | Approved by | Revision Details |
|---|---|---|---|---|---|
| V 1.0 | Sanjay Gowda | 12-12-2025 | Sushruth Vasista | Vishwanath Mosale | SOP Document Creation |
Distribution & Access List
| Designation | Read | Write | Approval |
|---|---|---|---|
| Analyst | Yes | No | No |
| Team Lead | Yes | Yes | No |
| Manager | Yes | Yes | Yes |
1.1 Purpose
Provide a consolidated overview of sell-thru funnel performance for Lenovo. Enable stakeholders to monitor open funnel, close-lost opportunities, and weekly movement. Support data-driven decision making by offering timely and accurate PAM/CM-wise and region-wise insights. Ensure consistent and standardized reporting for internal analytics and management review
1.2 Scope
- Geographic Scope: India.
- Business Segment: SMB Segment
- Process Frequency: Every Monday
- Key Distributors Covered: PAM, CM & ISR
1.3 Business/Segment Overview
The Funnel PAM/CM Weekly Report process is designed to capture, consolidate, and analyze Lenovo sell-thru funnel data on a weekly basis. This process involves extracting data from the Funnel Tracker, updating PAM and CM–wise summaries, calculating open and close-lost opportunities, and sharing region-wise insights with relevant stakeholders. The report provides a structured view of funnel performance, enabling tracking of opportunities, losses, and pipeline status across regions and ownership levels.
1.4 Responsibility and authority
- Analyst : Sanjay Gowda
- Process Owner : Nadeem Budihal
- Process Manager : Dayanand U
- Approval authority : Vishwanath Mosale
1.5 Escalation matrix: (Wyzmindz and Lenovo)
Escalation Matrix - Wyzmindz Solutions Private Ltd
| Level | Name | Designation | |
|---|---|---|---|
| 1 | Sushruth Vasista | Manager | sushruth.vasista@wyzmindz.com |
| 2 | Vishwanath Mosale | Director | vishwanath.mosale@wyzmindz.com |
Escalation Matrix – Lenovo india Private Ltd
| Level | Name | Designation | |
|---|---|---|---|
| 1 | Marlene Pinto | Manager | mpinto4@lenovo.com |
1.6 RACI Matrix
RACI Matrix – WyzMindz Solutions Pvt Ltd India
| Report / Process | Responsible | Accountable | Consultation | Informed |
|---|---|---|---|---|
| Funnel PAM CM ISR | Sanjay Gowda | Sanjay Gowda | Dayanand. U | Lenovo Ind Pvt Ltd,Wyzmindz Solutions pvt Ltd India |
1.7 Access Required
- Outlook & Webmail Access
- Access to Ms Office Suite
- Access to smbops@lenovo.com
1.8 Legends
- Funnel Chart
- Funnel tracker
1.9 Flow Chart
1.10 Process Descreption
- 1.10.1 Open Funnel Tracker.
- 1.10.2 Go to PAM/CM Summary sheet.
- 1.10.3 Copy entire data to new sheet and remove below highlighted columns.
- 1.10.4 Add new column before Open funnel with header Close Lost.
- 1.10.5 Open Funnel tracker, go to Sheet 6.
- 1.10.6 Select all weeks, filter only close lost in stage and add opportunity owner and value as Quantity.
- 1.10.7 Update the lost Quantity from tracker in new sheet PAM or CM wise.
- 1.10.8 Remove conditional formatting for Close lost column.
Share the regionwise data from new sheet with region and PAM wise data from funnel chart to respective Region
