The following 116 items are listed by Content Data.
Checklists & Questionnaires
Quote-to-Cash Scoping Questionnaire
This sample questionnaire can be used to assess the process associated with quote-to-cash management.
Subscriber Content
Risk & Control Matrices - RCMs
Develop Sales and Marketing Strategy Risk and Control Matrix (RCM)
This document outlines risks and controls common to the sales and marketing strategy process in a risk control matrix (R...
Subscriber Content
Checklists & Questionnaires
Sales Order Entry Questionnaire
This sample questionnaire is designed to document a review of the sales order entry process. This process focuses on evi...
Subscriber Content
Checklists & Questionnaires
Revenue Process Controls Questionnaire
This sample questionnaire includes a list of items to consider when reviewing an organization’s revenue process controls...
Subscriber Content
Checklists & Questionnaires
Sales Planning and Forecasting Process Appraisal Questionnaire
This questionnaire sample includes questions that can be addressed when evaluating an organization's sales planning and ...
Subscriber Content
Audit Reports
Incentive Compensation Process Audit Report
This sample report summarizes an internal audit review of an organization's incentive compensation process. The report i...
Subscriber Content
Audit Reports
Distributor Sales Review Audit Report
This audit report focuses on the distribution sales process, including items such as current distributor contracts and c...
Subscriber Content
Blog
Developing Budgets: What You Need to Know
In a previous blog on Managing Mergers and Acquisitions KPIs, we discussed what exactly key performance ind...
Audit Reports
Business Partner Royalty Audit Report
This sample audit report covers business partner agreement compliance and includes a review of company compliance relate...
Subscriber Content
Audit Reports
Sales Order Processing Review Audit Report
This audit report evaluates the control adequacy and operational effectiveness of the sales order processing cycle.
Subscriber Content
Audit Reports
Billing and Collections Review Audit Report: Hospitals and Clinics
This sample audit report focuses on accounts receivable (AR) controls and processes associated with hospitals and health...
Subscriber Content
Audit Reports
Co-Op Advertising Internal Audit and Process Review Report
This 30-page audit report outlines the activities and tasks included in the co-op advertising process and provides manag...
Subscriber Content