BlackDog CRM example report 831 (column sort, company and region specific capable) copyright © 2010
BlackDog CRM example report 831 (column sort,
company and region specific capable) copyright
©
2010
|
Client |
People |
First Contact Date |
Last Contact Date |
Contact volume |
Rating Potential |
Revenue History |
Revenue Projection |
||
| Phone | Meeting | ||||||||
| Aig | 1500 | 09/23/04 | 07/24/08 | 45 | 15 | 3 | HIGH | $47,000 | $102,000 |
|
|
Bob Smith (Manager) | 01/11/05 | 07/24/08 | 5 | 0 | 0 | MEDIUM | $0 | $10,000 |
 |
Ann Jones (Analyst) | 09/17/07 | 09/17/07 | 3 | 2 | 0 | LOW | $0 | $0 |
|
|
Joe Gold (Sales VP) | 02/15/06 | 03/03/08 | 3 | 0 | 0 | LOW | $4,500 | $0 |
|
|
Bill Crisp (CFO) | 09/23/04 | 10/01/08 | 10 | 3 | 1 | HIGH | $22,000 | $50,000 |
|
|
Mary Waller (COB) | 10/16/04 | 05/05/08 | 6 | 2 | 1 | HIGH | $12,500 | $30,000 |
|
|
Jack Thompson (Director) | 08/08/06 | 09/07/07 | 18 | 7 | 1 | MEDIUM | $8,000 | $12,000 |
| Microsoft | 6300 | 07/11/06 | 08/10/08 | 163 | 55 | 2 | MEDIUM | $13,000 | $400,000 |
|
|
Isaac Newton (Prog.) | 01/11/05 | 07/07/08 | 3 | 6 | 0 | LOW | $0 | $0 |
|
|
Bill Gates (COB) | 09/17/07 | 09/17/07 | 40 | 2 | 0 | LOW | $0 | $110,000 |
|
|
Joe Smith (Dev.VP) | 02/15/06 | 03/03/08 | 96 | 35 | 2 | HIGH | $13,000 | $230,000 |
|
|
Bill Crisp (CFO) | 09/23/04 | 08/10/08 | 16 | 8 | 0 | MEDIUM | $0 | $60,000 |
|
|
Faith Danh (Researcher) | 10/16/04 | 05/05/08 | 8 | 3 | 0 | MEDIUM | $0 | $0 |
| Anthem | 1300 | 04/23/05 | 05/10/08 | 177 | 36 | 12 | HIGH | $45,000 | $180,000 |
|
|
Ben Lytle (COB) | 04/23/05 | 09/18/08 | 91 | 12 | 6 | MEDIUM | $0 | $40,000 |
 |
Jacki Goldberg (Manager) | 02/15/06 | 05/10/08 | 86 | 24 | 6 | HIGH | $45,000 | $140,000 |
| Rose Medical Center | 312 | 06/09/06 | 07/29/08 | 271 | 74 | 19 | HIGH | $78,000 | $200,000 |
|
|
Paul Green (Manager) | 01/11/05 | 07/29/08 | 19 | 14 | 1 | LOW | $0 | $0 |
|
|
Steve Robinson (COB) | 09/18/06 | 09/27/07 | 43 | 8 | 1 | LOW | $0 | $0 |
|
|
Richard Young (Director) | 05/15/06 | 04/03/08 | 79 | 32 | 11 | HIGH | $63,000 | $110,000 |
|
|
Harvey Cromwell (CFO) | 12/23/04 | 11/01/08 | 70 | 11 | 3 | MEDIUM | $15,000 | $60,000 |
|
|
Sarah Dennison (Director) | 10/16/05 | 02/05/08 | 60 | 9 | 3 | MEDIUM | $0 | $30,000 |