The business development report follows the WWP methodology. It shows a summary of count of contacts at different levels to better understand trends. It also includes a summary of late stage opportunities as well as activities that need to get completed.
How it works
- The Business Development report follows the WWP methodology and allows you to view 3 sections.
- The first section is a 12 week trend of counts of opportunities and contacts for each WWP level. The second section is a list of late stage (level 3 and 4) active opportunities.
- The last section is a list of activities completed last week and active activities occurring in the current week.
- The As Of Date used by the report should be a on a Sunday.