The following 65 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
Risk & Control Matrices - RCMs
Manage Customer Orders: Sales Approval Process Risk and Control Matrix (RCM)
This document outlines risks and controls common to sales approval during the ‘‘manage customer orders’’ process in a ri...
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
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 Programs
Travel Agent Commissions Review Audit Work Program
Broadridge Transfer Agent: Your key to managing travel agent commissions. Discover our audit work program for peace of m...
Subscriber Content
Audit Programs
Order Entry/Customer Service Audit Work Program
The purpose of this work program is to provide the general steps used to perform an order entry/customer service audit.
Subscriber Content
Audit Reports
Sales Compensation Process Audit Report
This sample audit report summarizes an internal audit review of an organization's sales compensation process. The report...
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
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
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