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.




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.