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Credit Card Reports

Each office is assigned goals for quarterly credit card sales.  

To access these reports: File Folder > Operations J: Drive > Teller Experience Supervisor > Reporting > Production > Credit Cards

CC Production Report

This monthly report details office credit card sales, goals, variances, and how many card sales were achieved each month and year to date. Included are tabs for each Market and Region  

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CC Sales Report

This monthly report details credit card sales by associate with historical data for monthly and year to date data. Tabs are included for office totals, market totals, business credit cards, sales by associate, year to date associate sales, and an executive summary tab that totals all card sales.   

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For assistance with increasing credit card sales see the following articles: 

Discussing Consumer Credit Cards

Discussing Business Credit Cards

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