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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