Win/Loss Analysis Report

Updated June 8, 2022

The Win/Loss Analysis... outputs a report based on Estimate Status of Estimates that where produced within a give time frame broken down by customer. The System filters the data into categories with a status of Active, Won, Lost and Killed.

 

 

NOTE Before printing the report the system will use the value entered in the # Days Active Estimate = Lost to change the status on Estimates that predate the cutoff.

 

 

 

The report will list Estimates that are P (Pending) or R (Revised). The P (Pending) Estimates will be counted as Active with the R (Revised) only being listed but not counted in any total.