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SE
MSR Portal · SE EMEA
📋 How it works:1. Fill in your form below→2. Click Save→3. Click Download PPTX + Download Excel→4. Upload both files to SharePoint: Documents → 02. MBR → [Month] → [Your Name]
ACQ · Acquisition
ℹ️ Lifecycle NoteA 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
First SE contact this month
From previous months
§2
Key Deals
✅ Won Deals
Customer
Product
Additional Info
Deal Notes
TCV (€K)
GP (€K)
Effort
SF Case URL
🎯 Must-Win / Active
Customer
Product
Add. Info
Deal Notes
Stage
SE Action
Next Step
Effort
Exp. Close
SF Case URL
Status
❌ Lost — Post-Mortem
Customer
Lost to
Root Cause
Could SE change outcome?
§3
Cross-Sell / Upsell
Customer
Existing Product
New Product
Add. Info
TCV incr. (€K)
GP incr. (€K)
Effort
Status
SF Case URL
§4
Active Blockers
🔴 Technical / Product Gap
🟡 Commercial / Negotiation
🔵 Internal Process
§5
Forward Look & Product Asks
📤 Generate & Upload to SharePoint
Once you have saved your data above, generate your files and upload them to the SharePoint folder: Documents → 02. MBR → [Month] → [Your Name]
Upload both files to SharePoint. Luigi will download and aggregate them for the monthly report.
EXP · Expansion
§1
Snapshot
Churn / contraction signal
§2
Key Deals
✅ Won Deals
Customer
Product
Add. Info
Deal Notes
TCV (€K)
GP (€K)
Effort
SF Case URL
🎯 Active / Must-Win
Customer
Product
Add. Info
Deal Notes
Stage
SE Action
Next Step
Effort
Exp. Close
SF Case URL
Status
❌ Lost
Customer
Lost to
Root Cause
Could SE change outcome?
§3
Cross-Sell / Upsell
Customer
Existing Product
New Product
Add. Info
TCV incr. (€K)
GP incr. (€K)
Effort
Status
SF Case URL
§4
At-Risk Accounts
Account
Product
GP Annual (€K)
Risk Signal
SE Action
Status
§5
Blockers
🔴 Technical / Product Gap
🟡 Commercial / Contractual
🟣 Relational / Access
§6
Forward Look & Product Asks
📤 Generate & Upload to SharePoint
Once you have saved your data above, generate your files and upload them to the SharePoint folder: Documents → 02. MBR → [Month] → [Your Name]
Upload both files to SharePoint. Luigi will download and aggregate them for the monthly report.
IC · Specialists
§1
Engagement Snapshot
Referrals from ACQ+EXP
§2
Key Deals
✅ Won Deals
Customer
Product / Area
Add. Info
Deal Notes
TCV (€K)
GP (€K)
Effort
SF Case URL
Referred by
🎯 Active / Must-Win
Customer
Product
Add. Info
Deal Notes
Stage
SE Action
Next Step
Effort
Exp. Close
SF Case URL
Referred by
Status
❌ Lost
Customer
Lost to
Root Cause
Could SE change outcome?
§3
Cross-Sell / Upsell
Customer
Existing Product
New Product
Add. Info
TCV incr. (€K)
GP incr. (€K)
Effort
Status
SF Case URL
§4
Strategic Contributions (non-deal)
Visibility NoteEnablement, PDIR inputs, RFP management, documentation, architecture reviews — not in Salesforce but part of your bandwidth.
Type
Description
Beneficiary
Est. Hours
Impact / Output
§5
Blockers & Escalation
🔴 Technical / Product
🟡 Scope Creep / Bandwidth
🔵 Cross-Team Coordination
§5
Forward Look & Product Asks
📤 Generate & Upload to SharePoint
Once you have saved your data above, generate your files and upload them to the SharePoint folder: Documents → 02. MBR → [Month] → [Your Name]
Upload both files to SharePoint. Luigi will download and aggregate them for the monthly report.
OB · Onboarding
§1
Throughput & Activation Metrics
§2
Blockers
🟣 Customer-Side
🔴 Platform / Product
🔵 Handoff / Internal
§3
Successes & Process Improvements
Customer
Product
Result
Days Taken
Target (days)
Highlight
§4
Forward Look & Process Initiatives
📤 Generate & Upload to SharePoint
Once you have saved your data above, generate your files and upload them to the SharePoint folder: Documents → 02. MBR → [Month] → [Your Name]
Upload both files to SharePoint. Luigi will download and aggregate them for the monthly report.
SE EMEA · MSR
👔
Director View — Luigi Monica
Load team Excel files to generate the aggregated Director PPTX and 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
Full slide deck: Executive Summary · one slide per team · all blockers · forward look. Deal Notes & SF Case in speaker notes.
📋 SharePoint Import Excel
One row per submission, 48 columns mapped to MSR_Submissions list. Plus flat sheets: Won Deals, Cross-Sell, IC Contributions, OB Successes.
After generating, import the SP Excel into MSR_Submissions list via: Edit in grid view → paste rows