1) Fill out an accuracy scorecard for each "company call."
2) Fill out a separate scorecard for each key metric. For example, OTR Global's panel may be based on sales as well as future orders. Fill out one scorecard for sales in comparison with benchmark and one scorecard for future orders in comparison with benchmark.
3) All information up to Company Report Date must be filled in on (or by) OTR Global Release date.
4) Katie, Geoff, and Peter will audit entered information and calculate OTR Global Accuracy rate on a monthly basis.
Group
Panel
Report Name
Lead Reporter
Company (Ticker)
Story Rating
Date of OTR Global Release
Key Metric Description
Benchmark source?
INSTRUCTIONS: Please fill in the boxes below for the benchmark source checked above.
Explain source
Date(s)
Lower Range of Benchmark Forecast
Upper Range of Benchmark Forecast
Street Expectations (Consensus)
Street Expectations (Single Analyst)
Street Expectations (Analyst Range)
Company Forecast
Other
INSTRUCTIONS: If Benchmark forecast is of qualitative nature, check one of the boxes below.
Decrease
No Change
Increase
Street Expectations (Consensus)
Street Expectations (Single Analyst)
Street Expectations (Analyst Range)
Company Forecast
Other
OTR Global Qualitative Read
Below Benchmark
Below to Meets Benchmark
Meets Benchmark
Meets to Exceeds Benchmark
Exceeds Benchmark
Street Expectations (Consensus)
Street Expectations (Single Analyst)
Street Expectations (Analyst Range)
Company Forecast
Other
INSTRUCTIONS: OTR Global Quantitative Read
Lower range of OTR Global forecast
Upper range of OTR Gloabl forecast
Company Report Date
Qualitative Company Results
Quantitative Company Results.
OTR Global Accuracy
Accurate
Not Accurate
Not Measured
Qualitative Accuracy
Quantitative Accuracy
Improvements from Last Time (as identified on the last research audit call)
Improvements for Next time
Source Representation: Did we cover appropriate regions and appropriate source types? How representative of market?
Click-Throughs (does not apply to hotlines)
Top 5 Clients: Who are the 5 key clients you talk to who use this research most or most effectively
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