1. Journal, Ledger Posting, Trial Balance
and Preparation of Financial Statements

2. TYPES OF ACCOUNTS
Company Name 2
• Personal Account
• Real Account
• Nominal Account
• Valuation Account

3. Productive Hours Trend
Company Name 3
Underwriting
 Average Productive Hours for Underwriting team is 10.1 Hrs. v/s 9.8 Hrs. an increase of 0.3 Hrs. WoW due to Month End.

4. Work Output Trend -UW
Company Name 4
Underwriting
 The average target achievement is 98% (120% as target marked as 125%) v/s 104% WoW.

5. Work Output Trend -UW
Company Name 5
Underwriting
 Most users are in near the median as expected even after target revision to 125%. Saurabh Rai has achieved lesser target even after
putting more productive hours.

6. Workload Analysis - Underwriting
Company Name 6
 86% v/s 76% team members are over worked in underwriting up 10% against previous week.
 Users which are underutilized are at 11% v/s 15% previous week.

7. Workload Analysis - Claims
Company Name 7
 43% v/s 21% team members are over worked in claims up by 22% against previous week.
 Users which are underutilized has decreased from 60% to 43%.

8. Claims Team Weekly Summary
Company Name 8
Team Member
Sum Productive Hours
(Including Weekend)
Days
(Excluding
Weekend)
Average per
Day
Abhidhnya Bhoir 54.89 5 10.98
Pooja Sonawane 32.38 3 10.79
Fiza Khan 29 3 9.67
Aditi Pawar 48.03 5 9.61
Rupali Yadav 46.4 5 9.28
Maansi Padwal 45.38 5 9.08
Geeta Salian 44.59 5 8.92
Abhijeet Kadu 44.43 5 8.89
Laxmikant Sapkal 43.22 5 8.64
Sarita Sonar 15.13 2 7.57
Bhavini Prajapati 4.15 1 4.15
Grand Total 407.6 44
Team Member < 8 Hrs > 8 Hrs Grand Total
Maansi Padwal 5 5
Laxmikant Sapkal 3 2 5
Sarita Sonar 2 2
Fiza Khan 2 1 3
Aditi Pawar 2 3 5
Abhijeet Kadu 2 3 5
Geeta Salian 1 4 5
Bhavini Prajapati 1 1
Pooja Sonawane 1 2 3
Rupali Yadav 1 4 5
Abhidhnya Bhoir 5 5

9. Underwriting Team Weekly Summary
Company Name 9
Top 5 of the week Bottom 5 of the week
Most days with low prod hours
Team Member Sum Productive Hours Days Average per Day
Ayushi Verma 5.53 1 5.53
Abhishekh Sahu 35.15 5 7.03
Ashish Soni 32.14 4 8.04
Mayuri Wanjari 42.24 5 8.45
Atharva Magdum 42.89 5 8.58
Team Member
Less than 8
Hrs.
Greater than 8
Hrs.
Grand Total
Abhishekh Sahu 4 1 5
Mayuri Wanjari 2 3 5
Tejas Gite 2 3 5
Alifiya Attarwala 2 3 5
Garima Jain 2 3 5
Team Member Sum Productive Hours Days Average per Day
Beejal Mehta 64.09 5 12.82
Harinder Singh 63.22 5 12.64
Shreya Uttekar 60.88 5 12.18
Vaidehi Bhole 58.67 5 11.73
Sharin Pawar 57.96 5 11.59
Top 5 Productive Hours Away from System
UW Name Sum of Avg. Productive (TAFS)
Mayuri Wanjari 15.44
SAMRUDDHI KHANDGE 15.37
Meghana Yadav 9.29
Beejal Mehta 8.48
Vaidehi Bhole 8.14

10. Company Name 10
Thank You