Critical Reports Your Win/Loss Program Should Generate

Topics Covered in Course

Key organizational reporting blind spots
Top barriers to overall intelligence reporting integration
Critical key indices needed on any intelligence project
Emerging trends in automated intelligence reporting
Automated report alerting functionality
Report definition and positioning
Intelligence reporting oversight and ownership
Complications of integrated dynamic reporting
Complexities overcome by intelligence reporting
Focusing on intelligence rather than people and behaviors
Creation of measurable and actionable key indices
Primary and secondary gathering impacts
Impacts on individual tracking reports
Impacts on trending reports
Impacts on organizational tracking reports
Product and service driven indices
Turning information into intelligence
Establishing reporting expectations
Identifying all groups needing report classifications
Expectations of groups and their key indices
Group disseminating of report key indice values
Advanced analytics at top organizations
Reports leveraged for predicative analytics
Tying impact reports to bonuses and commissions
Tracking strategic and tactical progress on reports
Reporting aspects that generate competitive advantages
Top indices each internal group needs to drive initiatives
Implementing a constant feedback reporting process
Incorporating reports into executive dashboards

Templates Included

Organizational Report Business Driver Framework Diagram
Intelligence Roadmap Framework
Critical Indices Defined and Examples
Top 5 Trends in Intelligence Reporting
Top Business Drivers Based on Impact
Top Indices Needed per Organizational Group
Top Product and Service Reports and Samples of Each
Executive Dashboard Example

Detailed Course Description

(design and creation being planned) Win-Loss intelligence projects should be generating quantitative and qualitative information on measurable organizational key indices. This critical information should be leveraged to provide reports and trends to various organizational groups and clearly identify and pinpoint strengths and weaknesses, as well as clearly articulate competitive advantages for each of those specific groups.

This online course will identify the top most critical reports that should be generated from any lost prospect or existing customer analyzed in order to assign tracking and progress mechanisms. This course will also consolidate several top reports in order to effectively communicate how predictive analytics can be created and leveraged in order to jump-start strategic and tactical initiatives.

Available:

Level:

Intermediate

Category:

Company

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