Quote Analysis

Top  Previous  Next

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

 

Summary per sales person per type (won & lost)

Summary per sales person per type (won & lost)

Summary per sales person per type (won & lost)

False = Lost, True = Won