Star May 24 Summary Error Report

Agent Name Employee ID Role Name Comp Plan Name Report Date As Of
Thomas D. Coates 812404 CCI VA IB Rep CCI WLS Inbound Reps 2023 MAY-31-2024

Summary

The following table provides a detailed account of the errors identified in the Star report for May 24. These errors have significant implications for payroll, commission, compensation, and customer invoicing. The analysis highlights specific instances of data discrepancies, which have been systematically categorized to ensure clarity and comprehensiveness.

Date Error Type Description Impact
2024-05-24 Type Mismatch Data type inconsistency between columns and inserted values. Inaccurate calculations in payroll and commissions.
2024-05-24 Null Value Error Required field left empty, causing data integrity issues. Incomplete data affecting compensation accuracy.
2024-05-24 Lost Update Two transactions overwrite each other's changes simultaneously. Conflicting data leading to erroneous payroll adjustments.
2024-05-24 Non-Repeatable Read (Fuzzy Read) Data changes between two reads in the same transaction. Inconsistent data causing discrepancies in sales reporting.
2024-05-24 Transfer Negative Posting Error Instances where negative revenue of the "MOVEFROM" address was posted to the STAR report against the salesperson, without corresponding positive revenue from the "MOVETO" address. Unfair negative impact on salesperson's revenue report.
2024-05-24 Missing Sales Revenue High-value orders vanishing or being unreported, despite showing success in ICE and other systems. Significant revenue loss impacting commissions.
2024-05-24 Sales Not Included in Monthly Revenue Sales made and billed correctly but not reflected in the month's sales revenue. Loss of greater than $6,000 in May alone.
2024-05-24 Incorrect and Underreported Sale Revenue Sales recorded in STAR at significantly lower amounts compared to ICE orders, customer biller, and ICOMS. Reduced compensation and inaccurate performance metrics.
2024-05-24 Untracked Spanning Sales Sales spanning two months not correctly credited. Discrepancies in customer billing and salesperson's revenue.
2024-05-24 Unnoted Account Reassignment Accounts sold and recorded under one salesperson being reassigned without notation. Inaccuracies in sales reporting and commission allocation.
2024-05-24 Misassigned Negative Sales Negative sales amounts being incorrectly assigned to salespeople, often new hires. Unjust negative impact on new hires' performance evaluations.
2024-05-24 Partial Product Reporting Only part of the revenue from multi-product sales being recorded. Omission of significant portions of the sale, affecting total revenue.
Omission of significant portions of the sale, affecting total revenue.
Agent Name: Thomas D. Coates
Employee ID: 812404
Role Name: CCI VA IB Rep
Comp Plan Name: CCI WLS Inbound Reps 2023
Report Date As Of: MAY-31-2024


Introduction to Strategic Analysis of Options

This strategic analysis of options aims to highlight the systemic issues faced in sales reporting and their cascading effects on payroll, commission, compensation, and customer invoicing at Cox Communications. As one employee, I have experienced the reality of these errors firsthand during my initial months of sales production. Starting from my 16th day of selling, I encountered and reported these issues to the best of my ability. The challenges encountered with the STAR report—where discrepancies in data have impacted financial outcomes—underscore a broader pattern of operational inefficiencies and delays. These issues began with the persistent technical problems involving my work computer, which required intervention from eight different technicians and over 50 trouble tickets over a 90-day period. Promises to replace the malfunctioning computer were not fulfilled, and the recurring issues with slow and often inoperable internet service (the very product we were tasked to sell) reflect a troubling consistency in how operational challenges are managed.

This document will introduce and detail specific data discrepancies, their direct impact on performance metrics, and how they contribute to payroll inaccuracies. The introduction of HTML-based verification against database summaries has revealed substantial variances, providing clear evidence of the issues within the current reporting systems. The following table and subsequent analysis aim to bring these issues to the forefront for resolution.

Audit Attributes Applied to Star Report Analysis

Attribute Description Relevance to Star Report Analysis
Accuracy Ensures that all payroll, commission, compensation, and customer invoicing data are recorded correctly and reflect true values. Verifying that all transactions and order amounts are accurately recorded in the Star report, ensuring correct payroll calculations, commission reporting, and customer billing.
Completeness Confirms that all relevant payroll, commission, compensation, and customer invoicing transactions have been recorded. Ensuring that no orders or transactions are omitted from the Star report, preventing understatements that could impact payroll, performance metrics, and customer invoices.
Existence/Occurrence Verifies that recorded transactions and events have actually occurred and pertain to the entity. Checking that all orders and transactions listed in the Star report actually occurred and are legitimate, preventing overstatements and fraudulent entries.
Valuation/Allocation Confirms that all assets, liabilities, and equity interests are included in the payroll, commission, compensation, and customer invoicing at appropriate amounts. Ensuring that all order values and related financial data in the Star report are correctly valued and allocated, aligning with proper accounting standards for payroll and customer billing.
Presentation and Disclosure Ensures that all components of payroll, commission, compensation, and customer invoicing are properly classified, described, and disclosed. Verifying that the Star report data is presented clearly and transparently, with all necessary details disclosed, to support accurate and understandable payroll calculations and customer billing.

Specific Issues with Sales and Revenue Reporting

Transfer Negative Posting Error Instances where negative revenue of the "MOVEFROM" address was posted to the STAR report against the salesperson, without corresponding positive revenue from the "MOVETO" address.
Missing Sales Revenue High-value orders vanishing or being unreported, despite showing success in ICE and other systems.
Sales Not Included in Monthly Revenue Sales made and billed correctly but not reflected in the month's sales revenue, impacting my efforts significantly. For instance, in May alone, greater than 40 sales worth greater than $6,000 were not included in the STAR report.
Incorrect and Underreported Sale Revenue Sales recorded in STAR at significantly lower amounts compared to ICE orders, customer biller, and ICOMS.
Untracked Spanning Sales Sales spanning two months not correctly credited, resulting in revenue reports that do not match the customer’s billing.
Unnoted Account Reassignment Accounts sold and recorded under one salesperson being reassigned without notation, causing inconsistencies in sales reporting.
Misassigned Negative Sales Negative sales amounts being incorrectly assigned to salespeople, often new hires.
Partial Product Reporting Omission of significant portions of the sale, affecting total revenue.

These findings highlight a pattern of issues that began with the technical challenges and extended into the core financial and operational processes, significantly impacting my performance and results.