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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 Type
Select Customer or Order from the drop-down.

This pulls information based on the sales rep set on the customer or on the order.

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.


Report columns include:

  • Quote Number
  • Customer
  • Customer Number
  • Sales Rep
  • Total
  • Status