Quote Analysis

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On the Analysis Tab you can get summary info for example on:

(See Charts and Pivot Grids to get help on using the Analysis data).

 

- Quote amounts per employee per year, month or week.

Quote_Sum_Emp

 

- Quote amounts won or lost per employee.

Quote_Sum_Won

(False = Quotes you lost.   True = Quotes you won)

 

- The status of the quotes per employee. Example, number of active jobs per employee.

 

Quote_Sum_Status