Use a COUNTIF formula here. If total Red Flags > 2, auto-populate a warning in the Dashboard: "High Risk: Strategy Review Required."
You can download a generic template online, but customizing it is key. Here is how to use it.
This is the "So what?" of the Blue Sheet. Columns should include: miller heiman blue sheet template excel
A list of prioritized tasks, owners, and deadlines to address gaps and move the deal forward. Review: Pros and Cons of the Excel Format
Create a hidden tab (Tab 5: Calculator). Assign point values to each Red Flag. Use a COUNTIF formula here
While I cannot host a direct file here, you have several options to acquire a high-quality template:
Ready to build your own? Open a blank Excel workbook. Create the four tabs listed above. In 90 minutes, you will have a tool that puts you ahead of 90% of your competitors who still sell on instinct alone. This is the "So what
Save copies of closed Blue Sheets (Won vs. Lost). Create a summary tab that uses AVERAGEIF to compare:
Copyright 2015 Jukebox Jockey, LLC