Spreadsheet: 698282d1601904360-two-dates-w-todays-date-in-mind-and-actual-progress-complete-function-help
Sheet: Function Help

INTERNAL USE ONLY
 | Project | Priority | Start Date | Due Date | Actual Progress | Target Objective | Stakeholders | Comments | Actual Completion | Completation based on time
 | Project 1 | 3 | 2020-08-31 00:00:00 | 2020-09-25 00:00:00 | 1 | Research backed, strategic ABM channel type outreach to compile in digestible template/PowerPoint | Name 1 | On-Track
 | Project 2 | 1 | 2020-08-31 00:00:00 | 2020-09-28 00:00:00 | 0.25 | Develop process and dashboard reporting for improving the integrity of funnel information | Name 2 | On-Track. We have few views that needs to be fine-tuned. We’ll need input from business users/leaders.
 | Project 3 | 2 | 2020-08-31 00:00:00 | 2020-09-30 00:00:00 | 0.5 | Create Profile & Reporting for existing customers to identify additional sales opportunities | Name 3 | We have uploaded AIS data in SF and met w/ [NAME] to gain understanding around covered lives report.  We need to work on inputting the covered lives to the account pages by program/LOB.  [NAME] to connect with Sambed to work through this further.
 | Project 4 | 2 | 2020-08-31 00:00:00 | 2020-09-30 00:00:00 | 0.35 | Create a report for win/loss ratios and how RFP/proposal metrics play into the story. Involves new configurations in CRM. (retiring Smartsheet process) \ Plan out how to clean up historical data / Discuss and establish a standardized updating process for the CRE Team and/or Aly, Leah, and Ang. | Name 4 | On Track
 | Project 5 | 3 | 2020-08-31 00:00:00 | 2020-09-30 00:00:00 | 0.8 | Document various sales and implementation processes | Name 5 | Sales general/detailed - Complete; RFP - Complete; Embarc/FamilyPath via ESI direct to employers (set back - incomplete); Followed up with [NAME] on 9/21. Meeting today 9.22
 | Project 6 | 3 | 2020-08-31 00:00:00 | 2020-10-01 00:00:00 | 0.5 | Install and Implement Cigna’s Salesforce Shield Protection for Salesforce. | Name 6 | On-Track, need to work with the Cigna team to ensure that setup is in sync with other Cigna Salesforce instances.
 | Project 7 | 2 | 2020-08-31 00:00:00 | 2020-10-16 00:00:00 | 0.1 | Develop Sales Sheets for each of our products | Name 7
 | Project 8 | 2 | 2020-08-31 00:00:00 | 2020-10-31 00:00:00 | 0.25 | Enhance existing forecasting process and reporting | Name 8 | On-Track. Collaborated with  FP&A several times to re-brand NB reporting.
 | Project 9 | 2 | 2020-08-31 00:00:00 | 2020-10-31 00:00:00 | 0.15 | Create a database that merges client risk score, ROI data, margin/revenue info, and pipeline data. | Name 9 | On-Track.
 | Project 10 | 3 | 2020-08-31 00:00:00 | 2020-10-31 00:00:00 | 0.1 | Identify and integrate additional information into SFDC to allow for more complete opportunity tracking | Name 10 | On-Track
 | Project 11 | 3 | 2020-08-31 00:00:00 | 2020-10-31 00:00:00 | 0.1 | Create metrics around historical data to provide baseline for future improvements/progress. | Name 11 | ALOS, Stage Duration, Win Rates etc. will be tracked and a new process will be created.
 | Project 12 | 3 | 2020-08-31 00:00:00 | 2020-10-31 00:00:00 | 0.25 | Build a format in Salesforce to track opportunities/revenue at the Employer Group level for ESI. | Name 12 | On Track, still waiting on direction from Susan/Maureen on recommended Parent/Child Relationship structure in Salesforce.
 | Project 13 | 3 | 2020-08-31 00:00:00 | 2020-10-31 00:00:00 | 0.5 | Need to figure out a way to roll up opportunities in a way that allows business leaders to look at “deals” vs. opportunities | Name 13 | On Track but still in discovery phase on best practice to make this happen.  May need to outreach to Salesforce AE to see what best options are.
 | Project 14 | 3 | 2020-08-31 00:00:00 | 2020-10-31 00:00:00 | 0.25 | Working with the teams at each organization to find the best mechanism to share specific data points across organizations | Name 14 | On Track, seems like I am spearheading the communications between how to best share our salesforce data across these channels.
 | Project 15 | 1 | 2020-08-31 00:00:00 | 2020-11-01 00:00:00 | 0.1 | Develop a process for soliciting and maintaining a larger and more reliable base of references | Name 15
 | Project 16 | 1 | 2020-08-31 00:00:00 | 2020-12-01 00:00:00 | 0.1 | Leverage 3P Data for Lead ID, Account & Contact Profiling | Name 16
 | Project 17 | 1 | 2020-08-31 00:00:00 | 2020-12-01 00:00:00 | 0.1 | Implement Platform | Name 17
 | Project 18 | 1 | 2020-08-31 00:00:00 | 2020-12-01 00:00:00 | 0.1 | Implement Process & Platform the delivery & tracking of sales content | Name 18
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