BD Progress report

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Use this report to manage your tasks on open Business Development (BD) efforts in a variety of ways. An open BD effort is a BD phase that has a final disposition of Open. 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)

You can even use the report as a report card of completed tasks.

Note:
  • This report includes contract amounts from the production phases that are linked to BD phases. For the report to contain meaningful data, ensure that you entered contract amounts for the lowest-level production phases.
  • For a project's BD efforts to appear on the report, the project must have at least one stage that is in progress.

Obtaining the best results

This report includes contract amounts from the production phases that are linked to BD phases. For the report to contain meaningful data, ensure that you entered contract amounts for the lowest-level production phases.

For a project's BD efforts to appear on the report, the project must have at least one stage that is in progress.

Audience

Principal

Project manager

Marketing manager

Producing the report

From the > Reports menu, click Project > Business Development > BD Progress.

Report options

Option

Description

Company

Multi-company only The report contains information for all companies in your organization, unless you select a specific company in this field.

Project

The report contains information for all projects unless you select a specific project in this field.

Task date range

The report contains information for the current week unless you select a different date in this field.

Customize options

Option

Description

Report title

You can change the title of the report.

Sort order

Sorts the report by stage, priority, % chance of winning, client, project, project manager, principal-in-charge, project type, or department. If you use multi-company, you can also sort by company.

Use drilldown

If selected, you can drill down to further detail on the report. If cleared, the report automatically displays the detail.

Print graph

If selected, a graph of the information appears on the report.

Tasks to print

Select the appropriate check boxes to include on the report tasks which have a status of Not Started, In Progress, Complete, Waiting, and Deferred.

Print customize options on report

If selected, it prints a list of the report options that you select.

Report contents

Column

Description

Stage

The marketing stage of the BD phase

Project/phase

The BD project or phase

Client

The client you are working for on the project or phase

Next Task Date

The date that the next task is due

Due Date

The date the task currently in progress is due

Contract

The contract amount of the production phase linked to the BD phase that has a final disposition of Open

% Chance of Winning

The percent chance your firm has of winning the project or phase

Factored

The contract amount of the linked production phases multiplied by the percent chance of winning the work for the BD phase