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 |
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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:
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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
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. |
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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 |
|---|---|
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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. |
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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. |
