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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