Green Sheet Reports

Green Sheet- by rep - # of open activities with Green Sheets associated?

CRM Module

Custom Field

Report Type

Filter Criteria

Activities Owner

Subject

Priority

Date

Due Date

Status

Associated Green Sheet

Last Updated Green Sheet

Count and Total

Associated Green Sheet equals

(True or Yes)

Optional – Opportunity Stages do not equal “Closed Values”

Status does not include “Completed”


Green Sheet – Best Action Commitment/ Minimum Acceptable Action/ Valid Business Reason – Open/ Won/ Lost

CRM Module

Custom Field

Report Type

Filter Criteria

Activities Owner

Subject

Priority

Date

Due Date

Associated Green Sheet

Last Updated Green Sheet

Best Action Commitment

Minimum Acceptable Actions

Valid Business Reason

Count and Total

Associated Green Sheet equals

(True or Yes)


Green Sheet – Strengths we leverage – Open/ Won/ Lost

CRM Module

Custom Field

Report Type

Filter Criteria

Activities Owner

Subject

Priority

Date

Associated Green Sheet

Last Updated Green Sheet

Credibility

Tabular or Summation Count and Total

Associated Green Sheet equals

(True or Yes)


Green Sheet – Getting Information Questions - Open/ Won/ Lost

CRM Module

Custom Field

Report Type

Filter Criteria

Activities Owner

Subject

Priority

Date

Associated Green Sheet

Last Updated Green Sheet

Getting Information

New Information

Attitude

Tabular

Associated Green Sheet equals

(True or Yes)


Green Sheet – Giving Information - Open/ Won/ Lost

CRM Module

Custom Field

Report Type

Filter Criteria

Activities    

Owner

Subject

Priority

Date

Opportunity Name Stage

Associated Green Sheet

Last Updated Green Sheet

Giving Information

Tabular

Associated Green Sheet equals

(True or Yes)

Opportunities with Stages


 


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