Analysis - Wins, Losses, & Outstanding


The Analysis - Wins, Losses, & Outstanding report shows all quotes with their current status.


Step     Action

  1.      Select {Reports} and then select {Wins, Losses, & Outstanding} under  

             the Analysis section. A Generate Report modal window will open.

  2.      Complete the fields.


Field


Description


Customer


Select a Customer option from the drop-down menu.


Sales Rep


Select a Sales Rep option from the drop-down menu.


Start Date


Select a Start Date using the calendar.


End Date


Select an End Date using the calendar.



    

  3.      Select {Generate}.


           Note: You may need to confirm the file to be opened/saved before 

          proceeding, depending on your web browser. The file will open or be saved 

          to your computer depending on your web browser.