SE EMEA · MSR Portal

Reference Month Submitted by

ACQ · Acquisition

ℹ️ Lifecycle Note A deal can be engaged months ago and close this month — or stay ongoing for quarters. Distinguish first SE engagement from closure.

§1

Deal Lifecycle Snapshot

🔵 New Engagements

First SE contact this month

🟡 Ongoing (carried)

From previous months

✅ Closed Won

❌ Closed Lost

TCV Won (€K) optional

GP Won (€K) if available

Only if available from Salesforce

§2

Key Deals

✅ Won Deals

Customer	Product	Additional Product Info (not in list)	Deal Notes / Description	TCV (€K)	GP (€K)*	Effort	Salesforce Case URL	Engaged

❌ Lost — Post-Mortem (min. 1)

Customer	Lost to	Root Cause	Could SE change outcome?

🎯 Must-Win In Progress

Customer	Product	Additional Product Info	Deal Notes	Stage	SE Action	Next Step	Effort	Expected Close	SF Case URL	Status

§3

Cross-Sell / Upsell Activity

ℹ️ NoteLog any cross-sell or upsell opportunities identified or closed during ACQ engagements this month.

Customer	Existing Product	New Product / Add-on	Additional Info	TCV incr. (€K)	GP incr. (€K)*	Effort	Status	SF Case URL

§4

Active Blockers (Pre-Sales SE)

🔴 Technical / Product Gap

🟡 Commercial / Negotiation

🔵 Internal Process

§5

Forward Look & Product Asks

Priority Deals / Actions Next Month

Product Asks / PDIR Updates

Reference Month Submitted by

EXP · Expansion

§1

Install-Base Activity Snapshot

🔵 New IB Engagements

🟡 Ongoing (carried)

✅ Won (opps)

⚠️ At-Risk Accounts

Churn / contraction signal

TCV Won (€K)

GP Won (€K) if available

§2

Key Deals (Expansion)

✅ Won Deals

Customer	Product	Additional Product Info	Deal Notes	TCV (€K)	GP (€K)*	Effort	SF Case URL	Engaged

🎯 Active EXP Engagements / Must-Win

Customer	Product	Additional Product Info	Deal Notes	Stage	SE Action	Next Step	Effort	Expected Close	SF Case URL	Status

❌ Lost — Post-Mortem

Customer	Lost to	Root Cause	Could SE change outcome?

§3

Cross-Sell / Upsell (Install-Base)

Customer	Existing Product	New Product / Add-on	Additional Info	TCV incr. (€K)	GP incr. (€K)*	Effort	SE Trigger	SF Case URL	Status

§4

At-Risk Accounts

Account	Product	GP Annual (€K)*	Risk Signal	SE Action	Status

§5

Active Blockers

🔴 Technical / Product Gap

🟡 Commercial / Contractual

🟣 Relational / Access

§6

Forward Look & Product Asks

Priority Actions Next Month

Product Asks / PDIR Updates

Reference Month Submitted by

IC · Specialists

§1

Engagement Snapshot

🔵 New Engagements

Referrals from ACQ+EXP this month

🟡 Ongoing (carried)

✅ Closed Won (contrib.)

❌ Closed Lost

TCV Won Contribution (€K)

GP Won (€K) if available

§2

Key Deals (Specialist)

✅ Won Deals

Customer	Product / Area	Additional Product Info	Deal Notes	TCV (€K)	GP (€K)*	Effort	SF Case URL	Referred by	Engaged

🎯 Active / Must-Win

Customer	Product / Area	Additional Info	Deal Notes	Stage	SE Action	Next Step	Effort	Expected Close	SF Case URL	Referred by	Status

❌ Lost — Post-Mortem

Customer	Lost to	Root Cause	Could SE change outcome?

§3

Cross-Sell / Upsell Identified

Customer	Existing Product	New Product / Add-on	Additional Info	TCV incr. (€K)	GP incr. (€K)*	Effort	SF Case URL	Status

§4

Strategic Contributions (non-deal)

Visibility NoteThese outputs don't appear in Salesforce but directly impact IC bandwidth: enablement, PDIR inputs, RFP management, documentation, architecture reviews.

Type	Description	Beneficiary	Est. Hours	Impact / Output

§5

Blockers & Escalation

🔴 Technical / Product

🟡 Scope Creep / Bandwidth

🔵 Cross-Team Coordination

§6

Forward Look & Product Asks

Priority Deals / Deliveries Next Month

Product Asks / PDIR Updates

Reference Month Submitted by

OB · Onboarding

§1

Throughput & Activation Metrics

✅ Accounts Activated

🔄 In Progress (carried)

⏱ Avg Time to Activation (days)

🚫 Stalled (beyond SLA)

ENT Activated

MM Activated

Partner Co-Sell Activated

SLA Compliance (%)

SMS Activations

WA Activations

RCS / Other

§2

Blockers — Onboarding-Specific

⚠️ Director NoteOB blockers are structurally different from pre-sales SE: customer readiness, platform/product issues, handoff gaps.

🟣 Customer-Side

🔴 Platform / Product

🔵 Handoff / Internal

§3

Successes & Process Improvements

Customer	Product	Result	Days Taken	Target (days)	Highlight

§4

Forward Look & Process Initiatives

Onboarding Priorities Next Month

Process Improvements / Upskilling

📤 Export all data for selected period

Period:

Won Deals by Team

TCV Won by Team (€K)

Effort Distribution (ACQ+EXP+IC)

Onboarding SLA Compliance by Month

All Submissions 0

All Key Deals (Won · Active · Lost)

All Cross-Sell / Upsell Items

👔

Director View — Luigi Monica

Load team Excel files → generate Director PPTX + SharePoint import Excel

1

Load team Excel files

📂

Drop Excel files here or click to browse

Load all MSR_*.xlsx files downloaded from SharePoint

0 files loaded

2

Select period & review

Period:

📭

Load Excel files above to see the aggregated summary.

3

Generate outputs

📊 Director PPTX

Cover · Executive Summary · one slide per team · blockers · forward look.
Deal Notes & SF Case → speaker notes.

📋 SharePoint Import Excel

One row per submission, 48 columns mapped to MSR_Submissions list. Flat sheets: Won Deals, Cross-Sell, IC Contributions, OB Successes.

After generating, import the SP Excel into MSR_Submissions: Edit in grid view → paste rows

MSR Portal

MSR Portal · SE EMEA

Deal Lifecycle Snapshot

Key Deals

Cross-Sell / Upsell Activity

Active Blockers (Pre-Sales SE)

Forward Look & Product Asks

Install-Base Activity Snapshot

Key Deals (Expansion)

Cross-Sell / Upsell (Install-Base)

At-Risk Accounts

Active Blockers

Forward Look & Product Asks

Engagement Snapshot

Key Deals (Specialist)

Cross-Sell / Upsell Identified

Strategic Contributions (non-deal)

Blockers & Escalation

Forward Look & Product Asks

Throughput & Activation Metrics

Blockers — Onboarding-Specific

Successes & Process Improvements

Forward Look & Process Initiatives

Won Deals by Team

TCV Won by Team (€K)

Effort Distribution (ACQ+EXP+IC)

Onboarding SLA Compliance by Month

All Submissions 0

All Key Deals (Won · Active · Lost)

All Cross-Sell / Upsell Items

SE EMEA · Monthly Slide

Load team Excel files

Select period & review

Generate outputs