Producing BD reports and inquiries

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Use reports and inquiries to track your wins and losses, analyze your Business Development (BD) efforts, and make future plans.

Reports

Use these reports as follows:

Use this report To

BD Progress

Manage your tasks on open BD efforts in a variety of ways. You can look forward at future tasks that need to be accomplished and look back on performance and tasks that have already been completed.

You can select options to produce the report in the ways that best helps you to analyze:

  • Projects your firm is pursuing
  • Tasks that need to be performed
  • Efforts by segments, such as department or market segment (project type).

Win Rate

Review your wins and losses over a period of time. It provides valuable insight to trends and information which help your firm take action to increase your win rate in the future.

Using the customize options, you can produce the report in different ways. For example, you can analyze performance for

  • A certain market segment (project type)
  • A department
  • An individual (project manager, principal, or marketing contact)

You can also use the Win Rate report for competitive analysis to determine your toughest competitors and the markets where you are losing to them.  

Project Workload

Forecast potential workload by reviewing a factored forecasted amount for work you are currently pursuing.

In addition, you can choose to include or exclude marketing cost on these reports:

To include marketing cost, click (Customize), and select the Include marketing phases check box. 

Inquiries

You can review or modify these standard inquiries to examine specific aspects of your BD efforts:

This inquiry Contains

BD Phase

General information, such as the hours worked and next task date, for each BD phase

Click here for a list of predefined columns that you can add to the BD Phase inquiry.

Marketing Stage

Information, such as the current status and due dates, for each marketing stage of a BD phase

Click here for a list of predefined columns that you can add to the Marketing Stage inquiry.