Win Loss Analysis Tool

Use this tool to track your competitive wins and losses. The “Analysis Tab” will allow you to track your wins and losses by Prospect/Customer, Industry, Product/Program, Close Date, Amount, Top Reason, Secondary Reason, and Tertiary Reason. The remaining tabs will provide you with a visual representation of your results and will help you communicate these results with key stakeholders.

Business Strategy Presentation

Use this tool to present the highlights from your business strategy plan. Sections include: Executive Summary, Situational Analysis, Objectives, Initiatives, Metrics, & Targets, GAP Analysis & Program Prioritization, Monitoring & Measurement.

Website Content Audit Tool

Use this tool to inventory your current web content and audit what needs to be created, modified, or updated.

Management and Leadership Prioritization Tool

Use this tool to evaluate your management & leadership initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.

Website Program Metrics Dashboard

Use this tool to define, track, and report on your key website program metrics and key performance indicators. All the metrics can be easily customized to suit your organization’s needs.

Sales Operations Metrics Dashboard

Use this tool to define, track, and report on your key sales operations metrics and key performance indicators. All the metrics can be easily customized to suit your organization’s needs.