{"meta": {"generated": "2026-09-10 21:59", "period_rule": "自然月（1日–月末），与ERP/月报口径一致", "months": ["2026-08", "2026-09"], "scoring": {"task_full": 70, "anchors": {"T1": 0.6, "T2": 1.0, "T3": 1.2}, "below_t1": 0, "anchor_note": "官方通报实证口径（2026-01～08 通报原件回测确认）：未达T1记0分、达T1记60分、达T2记100分、达T3记120分 —— 档位离散，档位之间不插值（同档内 35 与 37 同分）。折算得分 = 得分 × 权重。", "verified": "用 4 份《考核分数通报》1–8月共 804 个「实际达成→实际得分」格做回测：档位离散模型一致率 93.4%（8月 89 格中 88 格一致，唯一不一致为官方原表笔误），插值模型一致率仅 62%。", "rating": {"A": 90, "B": 80, "C": 70, "D": 0}, "rating_note": "绩效评级按「得分率」= 考核得分 ÷ 常规满分（关键任务70 + 上级评分满分）：≥90%=A、80–89%=B、70–79%=C、<70%=D。协议未定义，默认值可改。", "cap_note": "常规满分 = 70 + 上级评分满分（15+15 或 18+18）；全项达 T3 时关键任务得 84 分（70×1.2），为挑战上限。"}, "h2_targets": [{"dept": "销售拓展部", "annual": 3400, "months": {"7月": 289.8, "8月": 289.8, "9月": 298.5, "10月": 340.9, "11月": 343.7, "12月": 348.6}}, {"dept": "大客户部", "annual": 2650, "months": {"7月": 172.1, "8月": 172.1, "9月": 172.1, "10月": 200.7, "11月": 200.7, "12月": 200.7}}, {"dept": "生命科学部", "annual": 900, "months": {"7月": 65.8, "8月": 74.8, "9月": 106.8, "10月": 134.5, "11月": 141.1, "12月": 142.0}}], "decisions": ["计分档位（官方通报实证）：未达T1=0分、达T1=60分、达T2=100分、达T3=120分，档位离散不插值；折算得分=得分×权重；关键任务得分=Σ折算（100分制）。（2026-09-10 通报原件回测确认）", "总得分 = 关键任务得分×0.7 + 上级评分：大客户部/拓展部权重合计100%（满分100）故×0.7，上级15+15=30，常规满分100；生命科学部考核项权重合计本身=70%（达T3上限84），不再打折，上级 工程师18+18=36 / 区域经理15+15=30，常规满分120。与官方通报逐人总分一致。", "总分就按算出来的分记：生命科学销售部-销售工程师版常规满分 120 分（84+36）；其余三版 100 分。（2026-09-10 确认）", "生命科学版关键任务权重合计 0.7、上级评价占比 0.3 —— 官方通报即按此执行，无需再归一化。（2026-09-10 确认）", "生命科学销售部 9月「有效客户拜访次数」门槛 120/140/160（较 7–8月 96/112/144 上调 25%）—— 已确认执行。（2026-09-10 确认）", "大客户部 9月 指派任务第1条（满意度问卷收回）、第2条（决策链更新）未标占比 —— 本月不执行、不计分；计分条为第3条 15% + 第4条 15% = 30%。（2026-09-10 确认）", "拓展部 9月 指派任务「NGS拜访」与「PDRN专项」按 15%（1和3二选一）取较高分；第2条（日报关联商机%）未标占比，本月不计分。", "人员名单：大客户部 赵云浩、刘子研（张立娅、王昕伟已离职，已剔除）；生命科学销售部工程师 7 人（陈彩红为准）；区域经理 吴云（浙江）、韩远怀（广州）。（2026-09-10 确认）", "官方《考核分数通报》2026年1–8月原件已解析入库（数据/kpi_actual.json + kpi_actual_pack.json），看板「官方通报·真实数据」视图可直接查看官方已算分的逐人逐项明细与月度趋势。"], "open_items": ["大客户部/拓展部 上级评分「占比30%」与满分 15+15=30 一致；生命科学工程师版 18+18=36 造成 106 分制，已按确认执行，若后续统一为 30 分需改 kpi_scheme.json。", "待接入数据（影响自动算分）：ERP测试单发放量、当月测试单反馈率、回款及时率、新客户开发数量、促销成果。", "需人工录入项：销售周会/复盘会议次数、workshop 场次、满意度问卷收回数、上级评分。", "占位待填：8月大客户部/拓展部 指派任务中的「飞书重点客户决策链完善」进度目标（协议仅列 0.7/0.8/0.9 三档）。", "促销成果计分：协议写「T2～T3 间的达成率假设为 x，计算分数为 x²」，但 T3 栏仅写「=T2」、无独立目标。页面按 x = 实际÷T2目标、档位分 = x²（封顶 100 分）计算；若 T3 另有目标或超出 T2 应继续加分，请给出规则。"]}, "roles": {"dk": {"name": "大客户部", "level": "销售工程师", "srcTag": "大客户部", "h2": "大客户部", "months": {"2026-08": {"items": [{"no": "1", "item": "有效客户拜访次数", "desc": "月初制定拜访计划，包括老项目和新项目两个方面的联系人邀约。该计划当月完成的客户拜访次数", "weight": 0.3, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 34.0, "t2": 38.0, "t3": 42.0, "tierLabel": {"T1": "34", "T2": "38", "T3": "42"}}, {"no": "2", "item": "测试单发放数量", "desc": "当月发出的测试单的数量", "weight": 0.2, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 12.0, "t2": 16.0, "t3": 20.0, "tierLabel": {"T1": "12", "T2": "16", "T3": "20"}}, {"no": "3", "item": "当月测试单反馈率", "desc": "当月收到的测试反馈率（截图、沟通关键数据记录：测试排名、测试结论、特异性及灵敏度、稳定性信息等信息）", "weight": 0.1, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}, {"no": "4", "item": "回款及时率", "desc": "本期应回款金额中实际回款金额的比例 （每月统计当月按计划回款的实际金额/应回款金额，不含历史专项回款进度）", "weight": 0.1, "source": "财务部", "owner": "部门负责人", "type": "num", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}, {"no": "5", "item": "指派任务完成情况（浮动）", "desc": "见附表《指派任务》", "weight": 0.3, "source": "销售支持部", "owner": "部门负责人", "type": "manual", "t1": null, "t2": null, "t3": null, "tierLabel": {"T1": "\\", "T2": "\\", "T3": "\\"}}], "superiors": [{"role": "直接上级评分", "full": 15, "grader": "直接上级"}, {"role": "间接上级评分", "full": 15, "grader": "部门负责人"}], "weight_sum": 1.0, "assign": [{"no": "1", "text": "专项开发-客户满意度调查问卷收回数量:大客户数量N，区域客户数量M,需拿回问卷的3个目标数量", "share": null, "shareLabel": "\\", "who": "\\", "grp": null, "exec": false, "T1": "\\", "T2": "\\", "T3": "\\"}, {"no": "2", "text": "飞书重点客户决策链完善： 大客户部决策链更新", "share": null, "shareLabel": "\\", "who": "\\", "grp": null, "exec": false, "T1": "0.7", "T2": "0.8", "T3": "0.9"}, {"no": "3", "text": "重点突破客户开发： 赵云浩：禾旭、明日达", "share": 0.15, "shareLabel": "0.15", "who": "赵云浩", "grp": null, "exec": true, "T1": "拜访1", "T2": "拜访2", "T3": "T2+禾旭测试单1"}, {"no": "4", "text": "其他日常事务（7月30日版本逾期账款按计划追回%）", "share": 0.15, "shareLabel": "0.15", "who": "大客户部", "grp": null, "exec": true, "T1": "0.7", "T2": "0.85", "T3": "0.95"}]}, "2026-09": {"items": [{"no": "1", "item": "有效客户拜访次数", "desc": "月初制定拜访计划，包括老项目和新项目两个方面的联系人邀约。该计划当月完成的客户拜访次数", "weight": 0.3, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 34.0, "t2": 38.0, "t3": 42.0, "tierLabel": {"T1": "34", "T2": "38", "T3": "42"}}, {"no": "2", "item": "测试单发放数量", "desc": "当月发出的测试单的数量", "weight": 0.2, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 12.0, "t2": 16.0, "t3": 20.0, "tierLabel": {"T1": "12", "T2": "16", "T3": "20"}}, {"no": "3", "item": "当月测试单反馈率", "desc": "当月收到的测试反馈率（截图、沟通关键数据记录：测试排名、测试结论、特异性及灵敏度、稳定性信息等信息）", "weight": 0.1, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}, {"no": "4", "item": "回款及时率", "desc": "本期应回款金额中实际回款金额的比例 （每月统计当月按计划回款的实际金额/应回款金额，不含历史专项回款进度）", "weight": 0.1, "source": "财务部", "owner": "部门负责人", "type": "num", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}, {"no": "5", "item": "指派任务完成情况（浮动）", "desc": "见附表《指派任务》", "weight": 0.3, "source": "销售支持部", "owner": "部门负责人", "type": "manual", "t1": null, "t2": null, "t3": null, "tierLabel": {"T1": "\\", "T2": "\\", "T3": "\\"}}], "superiors": [{"role": "直接上级评分", "full": 15, "grader": "直接上级"}, {"role": "间接上级评分", "full": 15, "grader": "部门负责人"}], "weight_sum": 1.0, "assign": [{"no": "1", "text": "专项开发-客户满意度调查问卷收回数量:大客户数量N，区域客户数量M,需拿回问卷的3个目标数量", "share": null, "shareLabel": "\\", "who": "\\", "grp": null, "exec": false, "T1": "\\", "T2": "\\", "T3": "\\"}, {"no": "2", "text": "飞书重点客户决策链完善： 大客户部决策链更新", "share": null, "shareLabel": "\\", "who": "\\", "grp": null, "exec": false, "T1": "0.7", "T2": "0.8", "T3": "0.9"}, {"no": "3", "text": "重点突破客户开发： 赵云浩：邀约/达成高层（研发总监、采购总监）互访见面数量、 刘子研：客户拜访覆盖度", "share": 0.15, "shareLabel": "0.15", "who": "赵云浩", "grp": null, "exec": true, "T1": "邀约2", "T2": "邀约3/拜访1", "T3": "大于T2"}, {"no": "4", "text": "其他日常事务（8月31日版本逾期账款按计划追回%）", "share": 0.15, "shareLabel": "0.15", "who": "大客户部", "grp": null, "exec": true, "T1": "0.7", "T2": "0.85", "T3": "0.95"}]}}}, "tz": {"name": "销售拓展部", "level": "销售工程师", "srcTag": "拓展部", "h2": "销售拓展部", "months": {"2026-08": {"items": [{"no": "1", "item": "有效客户拜访次数", "desc": "当月完成的客户拜访次数，并在飞书上每次都有跟进记录 （以飞书打卡记录+对应活动记录为准，打卡记录与对应活动记录互相匹配算一条有效拜访）", "weight": 0.3, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 30.0, "t2": 34.0, "t3": 38.0, "tierLabel": {"T1": "30", "T2": "34", "T3": "38"}}, {"no": "2", "item": "测试单发放数量", "desc": "当月发出的测试单的数量", "weight": 0.2, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 12.0, "t2": 16.0, "t3": 20.0, "tierLabel": {"T1": "12", "T2": "16", "T3": "20"}}, {"no": "3", "item": "当月测试单反馈率", "desc": "当月收到的测试反馈率（截图、沟通关键数据记录：测试排名、测试结论、特异性及灵敏度、稳定性信息等信息）", "weight": 0.1, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}, {"no": "4", "item": "回款及时率", "desc": "本期应回款金额中实际回款金额的比例 （每月统计当月按计划回款的实际金额/应回款金额）", "weight": 0.1, "source": "财务部", "owner": "部门负责人", "type": "num", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}, {"no": "5", "item": "指派任务完成情况（浮动）", "desc": "见附表《指派任务》", "weight": 0.3, "source": "销售支持部", "owner": "部门负责人", "type": "manual", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}], "superiors": [{"role": "直接上级评分", "full": 15, "grader": "区域负责人"}, {"role": "间接上级评分", "full": 15, "grader": "部门负责人"}], "weight_sum": 1.0, "assign": [{"no": "1", "text": "NGS拜访（计入总拜访数，包括陌拜，在NGS类客户拜访写活动时打上关键词：NGS拜访，否则无效）", "share": null, "shareLabel": "\\", "who": "\\", "grp": null, "exec": false, "T1": "拜访3", "T2": "测试1", "T3": "销售1"}, {"no": "2", "text": "日报关联商机%（陌拜不计入分母）", "share": null, "shareLabel": "\\", "who": "\\", "grp": null, "exec": false, "T1": "\\", "T2": "\\", "T3": "\\"}, {"no": "3", "text": "专项开发- PDRN等同类产品对应的客户开发 食品安全 合成生物 飞书活动时需要标注【PDRN】【食品安全】【合成生物】", "share": 0.15, "shareLabel": "0.15", "who": "\\", "grp": null, "exec": true, "T1": "拜访3", "T2": "拜访5", "T3": "测试1"}, {"no": "4", "text": "其他日常事务：逾期账款计划达成率% （7月31日版逾期账款回款计划的当月达成%）", "share": 0.15, "shareLabel": "0.15", "who": "\\", "grp": null, "exec": true, "T1": "0.7", "T2": "0.9", "T3": "0.95"}]}, "2026-09": {"items": [{"no": "1", "item": "有效客户拜访次数", "desc": "当月完成的客户拜访次数，并在飞书上每次都有跟进记录 （以飞书打卡记录+对应活动记录为准，打卡记录与对应活动记录互相匹配算一条有效拜访）", "weight": 0.3, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 30.0, "t2": 34.0, "t3": 38.0, "tierLabel": {"T1": "30", "T2": "34", "T3": "38"}}, {"no": "2", "item": "测试单发放数量", "desc": "当月发出的测试单的数量", "weight": 0.2, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 12.0, "t2": 16.0, "t3": 20.0, "tierLabel": {"T1": "12", "T2": "16", "T3": "20"}}, {"no": "3", "item": "当月测试单反馈率", "desc": "当月收到的测试反馈率（截图、沟通关键数据记录：测试排名、测试结论、特异性及灵敏度、稳定性信息等信息）", "weight": 0.1, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}, {"no": "4", "item": "回款及时率", "desc": "本期应回款金额中实际回款金额的比例 （每月统计当月按计划回款的实际金额/应回款金额）", "weight": 0.1, "source": "财务部", "owner": "部门负责人", "type": "num", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}, {"no": "5", "item": "指派任务完成情况（浮动）", "desc": "见附表《指派任务》", "weight": 0.3, "source": "销售支持部", "owner": "部门负责人", "type": "manual", "t1": 0.7, "t2": 0.8, "t3": 0.9, "tierLabel": {"T1": "0.7", "T2": "0.8", "T3": "0.9"}}], "superiors": [{"role": "直接上级评分", "full": 15, "grader": "区域负责人"}, {"role": "间接上级评分", "full": 15, "grader": "部门负责人"}], "weight_sum": 1.0, "assign": [{"no": "1", "text": "NGS拜访（计入总拜访数，包括陌拜，在NGS类客户拜访写活动时打上关键词：NGS拜访，否则无效）", "share": 15.0, "shareLabel": "15%（1和3二选一）", "who": "\\", "grp": "either", "exec": true, "T1": "拜访3", "T2": "测试1", "T3": "销售1"}, {"no": "2", "text": "日报关联商机%（陌拜不计入分母）", "share": null, "shareLabel": "\\", "who": "\\", "grp": null, "exec": false, "T1": "\\", "T2": "\\", "T3": "\\"}, {"no": "3", "text": "专项开发- PDRN等同类产品对应的客户开发 飞书活动时需要标注【PDRN】", "share": 15.0, "shareLabel": "15%（1和3二选一）", "who": "\\", "grp": "either", "exec": true, "T1": "拜访3", "T2": "拜访5", "T3": "测试1"}, {"no": "4", "text": "其他日常事务：逾期账款计划达成率% （8月31日版逾期账款回款计划的当月达成%）", "share": 0.15, "shareLabel": "0.15", "who": "\\", "grp": null, "exec": true, "T1": "0.7", "T2": "0.9", "T3": "0.95"}]}}}, "ls_eng": {"name": "生命科学销售部", "level": "销售工程师", "srcTag": "科研_销售工程师", "h2": "生命科学部", "months": {"2026-08": {"items": [{"no": "1", "item": "有效客户拜访次数", "desc": "客户拜访数 （为了鼓励大家做深做透单个课题组的关系，在统计的维度允许一天一个课题组2个及2个以上的拜访，写到飞书活动的信息需要是有价值的信息，比如送奶茶，去找xx师兄他不在，诸如此类的不算有效拜访活动。）", "weight": 0.25, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 96.0, "t2": 112.0, "t3": 144.0, "tierLabel": {"T1": "96", "T2": "112", "T3": "144"}}, {"no": "2", "item": "当月测试单反馈率", "desc": "当月收到的测试反馈率（在飞书上按测试单：截图、沟通关键数据记录：测试排名、测试结论、特异性及灵敏度、稳定性信息等信息，直接采购成功无需写测试反馈记录）。 发出12-15个测试单(A挡)，要求反馈率（按测试装的包装数计算）：50/60/70%； 发出15-30个测试单(B挡)，要求反馈率30/40/50%；发出30个测试单以上(C挡)，要求反馈率20/30/40%。【发出低于15个，不得分。】", "weight": 0.2, "source": "销售支持部", "owner": "部门负责人", "type": "abc", "tiers": {"T1": {"A": 0.5, "B": 0.3, "C": 0.2}, "T2": {"A": 0.6, "B": 0.4, "C": 0.3}, "T3": {"A": 0.7, "B": 0.5, "C": 0.4}}, "tierLabel": {"T1": "A:50% B:30% C:20%", "T2": "A:60% B:40% C:30%", "T3": "A:70% B:50% C:40%"}}, {"no": "3", "item": "成交客户数量", "desc": "指在飞书系统客户版块，以录入的高校课题组或者科研机构为单位统计，成交单位的数量(不限新老客户)", "weight": 0.15, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 3.0, "t2": 4.0, "t3": 7.0, "tierLabel": {"T1": "3", "T2": "4", "T3": "7"}}, {"no": "4", "item": "月度关键任务", "desc": "workshop意向客户登记（以确认了时间范围及内容为意向确认）", "weight": 0.1, "source": "业务部门统计", "owner": "部门负责人", "type": "num", "t1": 2.0, "t2": 3.0, "t3": 4.0, "tierLabel": {"T1": "2", "T2": "3", "T3": "4"}}], "superiors": [{"role": "区域销售经理", "full": 18, "grader": "区域销售经理"}, {"role": "销售总监", "full": 18, "grader": "销售总监"}], "weight_sum": 0.7, "assign": null}, "2026-09": {"items": [{"no": "1", "item": "有效客户拜访次数", "desc": "客户拜访数 （为了鼓励大家做深做透单个课题组的关系，在统计的维度允许一天一个课题组2个及2个以上的拜访，写到飞书活动的信息需要是有价值的信息，比如送奶茶，去找xx师兄他不在，诸如此类的不算有效拜访活动。）", "weight": 0.25, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 120.0, "t2": 140.0, "t3": 160.0, "tierLabel": {"T1": "120", "T2": "140", "T3": "160"}}, {"no": "2", "item": "当月测试单反馈率", "desc": "当月收到的测试反馈率（在飞书上按测试单：截图、沟通关键数据记录：测试排名、测试结论、特异性及灵敏度、稳定性信息等信息，直接采购成功无需写测试反馈记录）。 发出15-20个测试单(A挡)，要求反馈率（按测试装的包装数计算）：50/60/70%； 发出20-40个测试单(B挡)，要求反馈率30/40/50%；发出40个测试单以上(C挡)，要求反馈率20/30/40%。【发出低于15个，不得分。】", "weight": 0.2, "source": "销售支持部", "owner": "部门负责人", "type": "abc", "tiers": {"T1": {"A": 0.5, "B": 0.3, "C": 0.2}, "T2": {"A": 0.6, "B": 0.4, "C": 0.3}, "T3": {"A": 0.7, "B": 0.5, "C": 0.4}}, "tierLabel": {"T1": "A:50% B:30% C:20%", "T2": "A:60% B:40% C:30%", "T3": "A:70% B:50% C:40%"}}, {"no": "3", "item": "成交客户数量", "desc": "指在飞书系统客户版块，以录入的高校课题组或者科研机构为单位统计，成交单位的数量(不限新老客户)", "weight": 0.15, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 3.0, "t2": 4.0, "t3": 7.0, "tierLabel": {"T1": "3", "T2": "4", "T3": "7"}}, {"no": "4", "item": "月度关键任务", "desc": "workshop开展", "weight": 0.1, "source": "业务部门统计", "owner": "部门负责人", "type": "num", "t1": 1.0, "t2": 2.0, "t3": 2.0, "tierLabel": {"T1": "1", "T2": "2", "T3": "大于2"}}], "superiors": [{"role": "区域销售经理", "full": 18, "grader": "区域销售经理"}, {"role": "销售总监", "full": 18, "grader": "销售总监"}], "weight_sum": 0.7, "assign": null}}}, "ls_mgr": {"name": "生命科学销售部", "level": "区域销售经理", "srcTag": "科研_区域经理", "h2": "生命科学部", "months": {"2026-08": {"items": [{"no": "1", "item": "新客户开发数量", "desc": "当月开发的新客户数量（新课题组发出一个测试单算开发成功）", "weight": 0.2, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 2.0, "t2": 4.0, "t3": 6.0, "tierLabel": {"T1": "2", "T2": "4", "T3": "6"}}, {"no": "2", "item": "协助拜访课题组数量", "desc": "按当日的课题组活动统计，当日1个课题组活动算1，同个课题组多个联系人拜访活动数也算1，以飞书活动日报的记录为依据。协访的记录可以仅记录：协访。", "weight": 0.25, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 40.0, "t2": 60.0, "t3": 80.0, "tierLabel": {"T1": "40", "T2": "60", "T3": "80"}}, {"no": "3", "item": "召开销售周会和复盘会议", "desc": "每周需召开一次团队周会、每周一、三、五需召开团队复盘会议； 周会和复盘会议可以同时开，算1次；每月至少发送10次会议纪要邮件到销售总监邮箱，抄送销售支持部", "weight": 0.1, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 7.0, "t2": 10.0, "t3": 12.0, "tierLabel": {"T1": "7", "T2": "10", "T3": "12"}}, {"no": "4", "item": "课题组关键决策人拜访数量", "desc": "主要拜访PI或课题项目主要负责人数量，在系统中备注：关键决策人拜访。以飞书活动日报的记录为依据，关键决策人的拜访需要有详细飞书活动记录。", "weight": 0.15, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 4.0, "t2": 8.0, "t3": 12.0, "tierLabel": {"T1": "4", "T2": "8", "T3": "12"}}], "superiors": [{"role": "销售总监", "full": 15, "grader": "销售总监"}, {"role": "总经理", "full": 15, "grader": "总经理"}], "weight_sum": 0.7, "assign": null}, "2026-09": {"items": [{"no": "1", "item": "新客户开发数量", "desc": "当月开发的新客户数量（新课题组发出一个测试单算开发成功）", "weight": 0.2, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 2.0, "t2": 4.0, "t3": 6.0, "tierLabel": {"T1": "2", "T2": "4", "T3": "6"}}, {"no": "2", "item": "协助拜访课题组数量", "desc": "按当日的课题组活动统计，当日1个课题组活动算1，同个课题组多个联系人拜访活动数也算1，以飞书活动日报的记录为依据。协访的记录可以仅记录：协访。", "weight": 0.15, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 40.0, "t2": 60.0, "t3": 80.0, "tierLabel": {"T1": "40", "T2": "60", "T3": "80"}}, {"no": "3", "item": "召开销售周会和复盘会议", "desc": "每周需召开一次团队周会、每周一、三、五需召开团队复盘会议； 周会和复盘会议可以同时开，算1次；每月至少发送10次会议纪要邮件到销售总监邮箱，抄送销售支持部", "weight": 0.1, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 7.0, "t2": 10.0, "t3": 12.0, "tierLabel": {"T1": "7", "T2": "10", "T3": "12"}}, {"no": "4", "item": "课题组关键决策人拜访数量", "desc": "主要拜访PI或课题项目主要负责人数量，在系统中备注：关键决策人拜访。以飞书活动日报的记录为依据，关键决策人的拜访需要有详细飞书活动记录。", "weight": 0.1, "source": "销售支持部", "owner": "部门负责人", "type": "num", "t1": 4.0, "t2": 8.0, "t3": 12.0, "tierLabel": {"T1": "4", "T2": "8", "T3": "12"}}, {"no": "5", "item": "促销成果", "desc": "促销期9月业绩 T2～T3间的达成率假设为x，计算分数为x平方", "weight": 0.15, "source": "", "owner": "", "type": "x2", "t1": 30000.0, "t2": 40000.0, "tierLabel": {"T1": "≧30000", "T2": "≧40000", "T3": "≧T2均为x平方"}}], "superiors": [{"role": "销售总监", "full": 15, "grader": "销售总监"}, {"role": "总经理", "full": 15, "grader": "总经理"}], "weight_sum": 0.7, "assign": null}}}}, "people": [{"name": "赵云浩", "role": "dk", "region": "大客户2", "conf": "确认"}, {"name": "刘子研", "role": "dk", "region": "大客户1", "conf": "确认（9月新入职）"}, {"name": "陈溪子", "role": "tz", "region": "华南1", "conf": "确认"}, {"name": "刘虹晶", "role": "tz", "region": "华北", "conf": "确认"}, {"name": "黄文才", "role": "tz", "region": "华南2", "conf": "确认"}, {"name": "宋学伟", "role": "tz", "region": "江苏", "conf": "确认"}, {"name": "李江辉", "role": "tz", "region": "华中", "conf": "确认"}, {"name": "路要峰", "role": "tz", "region": "上海2", "conf": "确认"}, {"name": "冯贤平", "role": "tz", "region": "北京", "conf": "确认"}, {"name": "杨天雄", "role": "tz", "region": "浙江", "conf": "确认"}, {"name": "林潇", "role": "tz", "region": "华南2", "conf": "确认"}, {"name": "徐卓凡", "role": "tz", "region": "上海1", "conf": "确认"}, {"name": "张文蝶", "role": "tz", "region": "上海1", "conf": "确认"}, {"name": "叶信福", "role": "ls_eng", "region": "浙江科研4", "conf": "确认"}, {"name": "袁殿果", "role": "ls_eng", "region": "浙江科研", "conf": "确认"}, {"name": "侯海瑜", "role": "ls_eng", "region": "浙江科研3", "conf": "确认"}, {"name": "刘斌", "role": "ls_eng", "region": "广州科研6", "conf": "确认"}, {"name": "王诗香", "role": "ls_eng", "region": "广州科研5", "conf": "确认"}, {"name": "黄建华", "role": "ls_eng", "region": "广州科研", "conf": "确认"}, {"name": "陈彩红", "role": "ls_eng", "region": "广州科研", "conf": "确认"}, {"name": "吴云", "role": "ls_mgr", "region": "浙江科研", "conf": "确认"}, {"name": "韩远怀", "role": "ls_mgr", "region": "广州科研", "conf": "确认"}], "bindings": {"有效客户拜访次数": {"src": "飞书活动导出 / MCP活动", "status": "参考", "note": "当前仅有「活动条数」，协议口径=飞书打卡记录×对应活动记录互相匹配算1条有效拜访，需导出打卡数据做匹配；科研版按「当日1个课题组活动算1」需去重课题组"}, "协助拜访课题组数量": {"src": "飞书活动导出 / MCP活动", "status": "参考", "note": "需按「课题组+当日」去重"}, "课题组关键决策人拜访数量": {"src": "飞书活动（关键词「关键决策人拜访」）", "status": "待接入", "note": "协议要求在活动记录中标注「关键决策人拜访」，需统计标注覆盖率"}, "测试单发放数量": {"src": "ERP测试单 / 飞书测试反馈", "status": "待接入", "note": "需ERP测试单导出（含销售员+发出日期）"}, "当月测试单反馈率": {"src": "数据/test_feedback.json + 科研-测试反馈跟进", "status": "部分接入", "note": "科研有结构化测试反馈记录；诊断原料口径仍需按包装数计算"}, "成交客户数量": {"src": "ERP订单 + 飞书客户版块", "status": "可接入", "note": "按课题组/科研机构为单位统计，需客户归属表"}, "回款及时率": {"src": "回款数据/*回款进度*.xlsx（财务）", "status": "待接入", "note": "分母「本期应回款金额」需财务确认口径"}, "新客户开发数量": {"src": "ERP测试单首次成交", "status": "待接入", "note": "新课题组发出一个测试单即算开发成功"}, "召开销售周会和复盘会议": {"src": "会议纪要邮件 + 人工", "status": "人工", "note": "需统计邮件纪要数（销售支持部收件）"}, "月度关键任务": {"src": "业务部门统计 / 人工", "status": "人工", "note": "科研9月=workshop开展场次"}, "促销成果": {"src": "ERP促销期业绩（自然月）", "status": "可接入", "note": "协议为 x² 计分，x=实际/T2目标"}, "指派任务完成情况（浮动）": {"src": "混合（飞书活动关键词+逾期回款计划+人工）", "status": "部分接入", "note": "NGS拜访/PDRN专项可按活动关键词统计；决策链完善、问卷收回需人工"}, "上级评分": {"src": "人工评分（上级填写）", "status": "人工", "note": "直接上级/区域负责人 + 间接上级/销售总监（科研工程师版有第三档）"}, "官方通报实数": {"src": "各部门《考核分数通报》xlsx（1–8月已入库）", "status": "已接入", "note": "官方已算分的逐人逐项「实际达成 / 实际得分 / 折算得分」，看板「官方通报·真实数据」视图直接展示；积分卡视图自动回填 8 月达成值"}}, "real_values": {"2026-08": {"拜访类活动条数": {"侯海瑜": 162, "叶信福": 153, "袁殿果": 152, "王诗香": 149, "黄建华": 148, "刘斌": 143, "陈彩红": 129, "刘虹晶": 123, "宋学伟": 103, "林潇": 90, "冯贤平": 86, "陈溪子": 84, "赵云浩": 80, "黄文才": 76, "李江辉": 71, "杨天雄": 69, "张文蝶": 63, "路要峰": 63, "徐卓凡": 43, "韩远怀": 11, "吴云": 11, "刘新元": 7}}, "2026-09": {"拜访类活动条数": {}}}, "rule_diff": {"生命科学销售部-销售工程师": [{"item": "有效客户拜访次数", "8月": [96.0, 112.0, 144.0, 0.25], "9月": [120.0, 140.0, 160.0, 0.25]}, {"item": "月度关键任务", "8月": [2.0, 3.0, 4.0, 0.1], "9月": [1.0, 2.0, 2.0, 0.1]}], "生命科学销售部-区域销售经理": [{"item": "促销成果", "8月": null, "9月": [30000.0, 40000.0, null, 0.15]}, {"item": "协助拜访课题组数量", "8月": [40.0, 60.0, 80.0, 0.25], "9月": [40.0, 60.0, 80.0, 0.15]}, {"item": "课题组关键决策人拜访数量", "8月": [4.0, 8.0, 12.0, 0.15], "9月": [4.0, 8.0, 12.0, 0.1]}]}}