While Excel isn't a drawing tool, you can use (Insert > Shapes) overlaid on grid cells to create a pyramid.
| Col | Header | Description | |-----|--------|-------------| | A | Deal Name | Opportunity or project name | | B | Sales Rep | Owner | | C | Date Updated | Last review date | | D | Opportunity Value ($) | Estimated revenue | | E | Expected Close | Date | | F | Buying Influence Name | Person’s name & title | | G | Role | Economic Buyer, User, Technical Buyer, Coach | | H | Red Lights (Personal) | What they avoid | | I | Green Lights (Personal) | What they gain | | J | Business Results Desired | Measurable outcome | | K | Current Attitude | Advocate, Friend, Neutral, Adversary, Enemy | | L | Strength of Influence | High, Medium, Low | | M | Current Position | Support, Neutral, Blocking | | N | Next Action | Specific task | | O | Action Due Date | Date | | P | Expected Outcome of Action | e.g., “Will introduce to CFO” | miller heiman blue sheet excel
By following this guide, you'll be able to create a Miller Heiman Blue Sheet in Excel that helps you track key sales metrics, analyze sales performance, and make data-driven decisions to drive sales growth. While Excel isn't a drawing tool, you can
| Name | Title | Role (EB/UB/TB/Coach) | Response Mode | Degree of Influence | | :--- | :--- | :--- | :--- | :--- | | J. Smith | CFO | Economic Buyer (EB) | Trouble | High | | A. Doe | IT Dir | Technical Buyer (TB) | Even | Medium | Smith | CFO | Economic Buyer (EB) | Trouble | High | | A