Gold Sheet Reports

Gold Sheet – Is a Gold Sheet associated with each Account Type: Strategic Account? When was it last updated? By who?

CRM Module

Custom Field

Report Type

Filter Criteria

Account

Owner

Associated Gold Sheet

Last Updated Gold Sheet

Gold Sheet Type

Last User Saved

Summation or Tabular Count and Total

Associated Gold Sheet equals

(True or Yes)


 


Gold Sheet – What are our Charter Statements?

CRM Module

Custom Field

Report Type

Filter Criteria

Account

Owner

Associated Gold Sheet

Charter Statement

 Tabular

Associated Gold Sheet equals

(True or Yes)


Gold Sheet – Where are we positioned on the Buy Sell Hierarchy for each Strategic Account? Our view vs FOP view?

CRM Module

Custom Field

Report Type

Filter Criteria

Account

Owner

Associated Gold Sheet

Our View Now

Our View Last Year

Our View 1 Yr.

Our View 3 Yrs.

Field of Play Now

Field of Play Last Year

Field of Play 1 Yr.

Field of Play 3 Yr.

Last Updated Gold Sheet

 Tabular

Associated Gold Sheet equals

(True or Yes)


Gold Sheet - Charter Statements vs Goal Description & Status

CRM Module

Custom Field

Report Type

Filter Criteria

Account

Owner

Associated Gold Sheet

Charter Statement

Goals

Activity Goal Section

 Tabular

Associated Gold Sheet equals

(True or Yes)


 


Gold Sheet – Trends, Opportunity, Strengths, Vulnerability – Open, Won, Lost

CRM Module

Custom Field

Report Type

Filter Criteria

Opportunity

Owner

Account Name

Opportunity Name

Stage

Amount

Associated Gold Sheet

Trends

Opportunities

Our Strengths

Critical Vulnerability

 Tabular

Associated Gold Sheet equals

(True or Yes)

 
Gold Sheet Goal Actions – Open, Won, Lost

CRM Module

Custom Field

Report Type

Filter Criteria

Activities

Owner

Account Name

Subject

Date

Status

Priority

Associated Gold Sheet

Goal

Activity Goal Section

 Tabular

Associated Gold Sheet equals

(True or Yes)


 


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