Updated May 2, 2023
Each estimate will be assigned a status. The purpose of this is to allow the user to analyze the success of estimating efforts. A "Won/Lost Analysis" report is available as a standard report in the Reports Module (Reports/EstimatesOrders/Estimates/Estimates Won Loss Analysis). The user may also change the Estimate status as required.
An estimate may be assigned to one of the following “status”:
A - Active - The default status when an estimate is first created.
P- Pending - Can be used as a method of indicating that the estimate is not ready to send.
W - Won - This status is automatically set when an estimate is converted to an order. It can also be a manual change to this status.
L - Lost - Used to indicate when an estimate has be lost. The status also filters estimates in the Won/Lost Analysis Report. This process requires the user (usually a Sales Rep) to manually change it to this status. It can be used in conjunction with Reason Codes.
K - Killed - Used to indicate when an estimate has be killed. The status also filters estimates in the Won/Lost Analysis Report. This process requires the user (usually a Sales Rep) to manually change it to this status. It can be used in conjunction with Reason Codes.
R - Revised - Any estimate can have a revised status but will not be included in the Win/Lost Analysis.
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