Blue Sheet Reports

Blue Sheets - # of Blue Sheet strategies by rep and when they were last updated (only open opportunities)

CRM Module

Custom Field

Summation Type

Filter Criteria

Opportunity

Opportunity Name & Owner

Associated Blue Sheet

Last Updated Blue Sheet

Count and Total

Associated Blue Sheet equals

(True or Yes)

Open Opportunity Stages.

Blue Sheet – Competition Type vs. Specify Competition vs. Positioning Against Competition vs. Timing for Priorities

CRM Module

Custom Field

Summation Type

Filter Criteria

Opportunity

Opportunity Name & Owner

Competition Type

Competition (may be used from CRM sub module on opportunity – verify your mapping selection)

My Position Vs Competition

Timing of Priorities

Tabular

Associated Blue Sheet equals

(True or Yes)

Blue Sheet – All open opportunities, # of E, U, T, C Identified

CRM Module

Custom Field

Report Type

Filter Criteria

Opportunity

Opportunity Name & Owner

Role

Associated Blue Sheet

Last Updated Blue Sheet

Tabular Count and Total

Associated Blue Sheet equals

(True or Yes)

Open Opportunity Stages

Blue Sheets – ICC Criteria Match – Open opportunities/ Closed Won/ Closed Lost

CRM Module

Custom Field

Report Type

Filter Criteria

Opportunity

Opportunity Name Owner

Stage

Amount

Associated Blue Sheet

Ideal Customer Criteria Object – Ideal Customer Criteria & Match fields

Tabular or Matrix

Associated Blue Sheet equals

(True or Yes)

Closed Won/Closed Lost stages

Blue Sheet Strengths & Red Flags - Open opportunities/ Closed Won/ Closed Lost

CRM Module

Custom Field

Report Type

Filter Criteria

Opportunity

Opportunity Name Owner

Stage

Amount

Associated Blue Sheet

Strengths

Red Flags

 Tabular 

Associated Blue Sheet equals

(True or Yes)

Open Opportunity Stages

Blue Sheet – Best Action Plan Items – Open Opportunities/ Won opportunities/ lost opportunities                 

CRM Module

Custom Field

Report Type

Filter Criteria

Activities      Owner

Subject

Priority

Status

MH Action (current clients)

Blue Sheet Action (new version)

Tabular

MH Action or Blue Sheet Action equals (True or Yes)


 


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