Team’s Meeting – Funmi Akande

`; // Open in new window for printing const newWindow = window.open('', '_blank'); newWindow.document.write(report); newWindow.document.close(); newWindow.print(); } function downloadReport() { // Create comprehensive report data const date = document.getElementById('meetingDate')?.value || new Date().toISOString().split('T')[0]; const adviser = document.getElementById('teamMember')?.value || 'Team_FA_Adviser'; let report = `TEAM FA PROTECTION ADVISERS - WEEKLY MEETING REPORT\n`; report += `======================================================\n\n`; report += `Date: ${date}\n`; report += `Time: ${document.getElementById('meetingTime')?.value || 'Not specified'}\n`; report += `Adviser: ${adviser}\n\n`; // Add all sections report += `REFERRAL EXCELLENCE (5 mins)\n`; report += `----------------------------\n`; report += `Referrals Received: ${document.getElementById('referralsReceived')?.value || 'None listed'}\n`; report += `Referrals Given: ${document.getElementById('referralsGiven')?.value || 'None listed'}\n`; report += `Thank You Notes: ${document.getElementById('thankYouNotes')?.value || '0'}\n`; report += `Sources to Nurture: ${document.getElementById('referralSources')?.value || 'None listed'}\n\n`; report += `WEEKLY WIN CASE STUDY (5 mins)\n`; report += `------------------------------\n`; report += `Best Win: ${document.getElementById('weeklyWin')?.value || 'None listed'}\n`; report += `Challenge Overcome: ${document.getElementById('challengeOvercome')?.value || 'None listed'}\n`; report += `Lesson Learned: ${document.getElementById('lessonLearned')?.value || 'None listed'}\n\n`; report += `ONE THING BETTER (3 mins)\n`; report += `-------------------------\n`; report += `Last Week's Commitment: ${document.getElementById('lastWeekCommitment')?.value || 'None listed'}\n`; report += `Achievement Level: ${document.getElementById('achievementLevel')?.value || 'Not rated'}\n`; report += `This Week's Commitment: ${document.getElementById('thisWeekCommitment')?.value || 'None listed'}\n\n`; report += `TEAM ENERGY & ACCOUNTABILITY (2 mins)\n`; report += `-------------------------------------\n`; report += `Energy Level: ${document.getElementById('energyLevel')?.value || '5'}/10\n`; report += `Energy Drivers: ${document.getElementById('energyDrivers')?.value || 'None listed'}\n`; report += `Accountability Partner: ${document.getElementById('accountabilityPartner')?.value || 'None listed'}\n\n`; report += `EVENT PROSPECTING (10 mins)\n`; report += `---------------------------\n`; report += `Events Attended: ${document.getElementById('eventsAttended')?.value || 'None listed'}\n`; report += `New Connections: ${document.getElementById('newConnections')?.value || '0'}\n`; report += `Follow-up Actions: ${document.getElementById('eventFollowUp')?.value || 'None listed'}\n`; report += `Events Researched:\n`; report += `• Business networking: ${document.getElementById('event1')?.checked ? '✓' : '✗'}\n`; report += `• Chamber meetings: ${document.getElementById('event2')?.checked ? '✓' : '✗'}\n`; report += `• Professional events: ${document.getElementById('event3')?.checked ? '✓' : '✗'}\n`; report += `• Industry seminars: ${document.getElementById('event4')?.checked ? '✓' : '✗'}\n`; report += `Upcoming Events: ${document.getElementById('upcomingEvents')?.value || 'None listed'}\n`; report += `Event ROI: ${document.getElementById('eventROI')?.value || 'None listed'}\n\n`; report += `NETWORKING ONLINE (10 mins)\n`; report += `---------------------------\n`; report += `LinkedIn Activities:\n`; report += `• Connected with prospects: ${document.getElementById('linkedin1')?.checked ? '✓' : '✗'}\n`; report += `• Shared content: ${document.getElementById('linkedin2')?.checked ? '✓' : '✗'}\n`; report += `• Engaged with posts: ${document.getElementById('linkedin3')?.checked ? '✓' : '✗'}\n`; report += `• Sent messages: ${document.getElementById('linkedin4')?.checked ? '✓' : '✗'}\n`; report += `Notes: ${document.getElementById('networkingNotes')?.value || 'No notes provided'}\n`; report += `Goals: ${document.getElementById('networkingGoals')?.value || 'No goals set'}\n\n`; report += `CLIENT SERVING (10 mins)\n`; report += `------------------------\n`; report += `Clients Contacted: ${document.getElementById('clientNamesContacted')?.value || 'None listed'}\n`; report += `Total Contacted: ${document.getElementById('totalClientsContacted')?.value || '0'}\n`; report += `Message Content: ${document.getElementById('messageContent')?.value || 'None listed'}\n`; report += `Client Responses: ${document.getElementById('clientResponses')?.value || 'None listed'}\n`; report += `Follow-up Actions: ${document.getElementById('followUpActions')?.value || 'None listed'}\n`; report += `Next Week Clients: ${document.getElementById('nextWeekClients')?.value || 'None listed'}\n\n`; report += `PRODUCT KNOWLEDGE (10 mins)\n`; report += `---------------------------\n`; report += `New Features: ${document.getElementById('productFeatures')?.value || 'None listed'}\n`; report += `Industry Updates: ${document.getElementById('competitiveIntel')?.value || 'None listed'}\n`; report += `Quiz Score: ${document.getElementById('quizScore')?.value || 'Not taken'}%\n`; report += `Knowledge Applied: ${document.getElementById('productApplication')?.value || 'None listed'}\n\n`; report += `WEEKLY TRACKER (10 mins)\n`; report += `------------------------\n`; report += `Calls Made: ${document.getElementById('callsMade')?.value || '0'}\n`; report += `Fact Finds: ${document.getElementById('meetingsSet')?.value || '0'}\n`; report += `Quotes Sent: ${document.getElementById('proposalsSent')?.value || '0'}\n`; report += `Policies Sold: ${document.getElementById('dealsClosed')?.value || '0'}\n`; report += `APE Generated: £${document.getElementById('revenue')?.value || '0'}\n`; report += `Performance Insights: ${document.getElementById('performanceInsights')?.value || 'None listed'}\n`; report += `Next Week Targets: ${document.getElementById('nextWeekTargets')?.value || 'None listed'}\n`; const annualTarget = document.getElementById('annualTarget')?.value || '0'; const apeYTD = document.getElementById('apeYTD')?.value || '0'; const percentage = annualTarget > 0 ? ((parseFloat(apeYTD) / parseFloat(annualTarget)) * 100).toFixed(1) : 0; report += `Annual Target: £${annualTarget}\n`; report += `YTD Achievement: £${apeYTD} (${percentage}%)\n\n`; report += `CPD RECORDING (10 mins)\n`; report += `-----------------------\n`; report += `Training Completed: ${document.getElementById('trainingCompleted')?.value || 'None listed'}\n`; report += `Key Learnings: ${document.getElementById('keyLearnings')?.value || 'None listed'}\n`; report += `Skills Practiced:\n`; report += `• Needs analysis: ${document.getElementById('skill1')?.checked ? '✓' : '✗'}\n`; report += `• Gap analysis: ${document.getElementById('skill2')?.checked ? '✓' : '✗'}\n`; report += `• Report writing: ${document.getElementById('skill3')?.checked ? '✓' : '✗'}\n`; report += `• Vulnerability handling: ${document.getElementById('skill4')?.checked ? '✓' : '✗'}\n`; report += `Learning Goals: ${document.getElementById('learningGoals')?.value || 'None listed'}\n`; report += `CPD Hours: ${document.getElementById('cpdHours')?.value || '0'}\n\n`; report += `Report generated: ${new Date().toLocaleString()}\n`; // Download the report const blob = new Blob([report], { type: 'text/plain' }); const url = window.URL.createObjectURL(blob); const a = document.createElement('a'); a.style.display = 'none'; a.href = url; a.download = `TeamFA_Meeting_Report_${date}_${adviser.replace(/\s+/g, '_')}.txt`; document.body.appendChild(a); a.click(); window.URL.revokeObjectURL(url); document.body.removeChild(a); alert('✅ Report downloaded successfully!'); } // Auto-save functionality (commented out for production) // setInterval(function() { // console.log('Auto-saving meeting data...'); // }, 60000);