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Key Account Reporting Tool

Key Accounts   Grade   Region     Account Plan   Account Status & Action Plan

Account Name     A     Region 1   Not Complete   Create Key Account Plan & Visit Personally

Account Name     A     Region 1   Not Complete   Create Key Account Plan & Visit Personally

Account Name     A     Region 1     Complete     Cross sell new product offering in Q4

Account Name     A     Region 1     Complete     Cross sell new product offering in Q4

Account Name     A     Region 1     Complete     Cross sell new product offering in Q4

Account Name     A     Region 1     Complete     Cross sell new product offering in Q4

Account Name     A     Region 1     Complete     Cross sell new product offering in Q4

Account Name     B     Region 1   Not Complete   Create Key Account Plan & Schedule Conference Call to Discuss Needs

Account Name     B     Region 1   Not Complete   Create Key Account Plan & Schedule Conference Call to Discuss Needs

Account Name     B     Region 1   Not Complete   Create Key Account Plan & Schedule Conference Call to Discuss Needs

Account Name     B     Region 1   Not Complete   Create Key Account Plan & Schedule Conference Call to Discuss Needs

Account Name     B     Region 1   Not Complete   Create Key Account Plan & Schedule Conference Call to Discuss Needs

Account Name     B     Region 1   Not Complete   Create Key Account Plan & Schedule Conference Call to Discuss Needs

Account Name     B     Region 1   Not Complete   Create Key Account Plan & Schedule Conference Call to Discuss Needs

Account Name    C      Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

Account Name    C      Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

Account Name    C      Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

Account Name    C      Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

Account Name    C      Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.
Account Name   D   Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

Account Name   D   Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

Account Name   D   Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

Account Name   D   Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

Account Name   D   Region 1   Not Required   Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.

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Key Account Reporting Tool

  • 1. Key Account Reporting Tool Key Accounts Grade Region Account Plan Account Status & Action Plan Account Name A Region 1 Not Complete Create Key Account Plan & Visit Personally Account Name A Region 1 Not Complete Create Key Account Plan & Visit Personally Account Name A Region 1 Complete Cross sell new product offering in Q4 Account Name A Region 1 Complete Cross sell new product offering in Q4 Account Name A Region 1 Complete Cross sell new product offering in Q4 Account Name A Region 1 Complete Cross sell new product offering in Q4 Account Name A Region 1 Complete Cross sell new product offering in Q4 Account Name B Region 1 Not Complete Create Key Account Plan & Schedule Conference Call to Discuss Needs Account Name B Region 1 Not Complete Create Key Account Plan & Schedule Conference Call to Discuss Needs Account Name B Region 1 Not Complete Create Key Account Plan & Schedule Conference Call to Discuss Needs Account Name B Region 1 Not Complete Create Key Account Plan & Schedule Conference Call to Discuss Needs Account Name B Region 1 Not Complete Create Key Account Plan & Schedule Conference Call to Discuss Needs Account Name B Region 1 Not Complete Create Key Account Plan & Schedule Conference Call to Discuss Needs Account Name B Region 1 Not Complete Create Key Account Plan & Schedule Conference Call to Discuss Needs Account Name C Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts. Account Name C Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts. Account Name C Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts. Account Name C Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts. Account Name C Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.
  • 2. Account Name D Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts. Account Name D Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts. Account Name D Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts. Account Name D Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts. Account Name D Region 1 Not Required Direct Marketing (email, direct mail, tradeshows) efforts to develop accounts.