Quote Detail

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The Lookup shows all the documents and the Detail all the individual items. The analysis tab summarizes all the data.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Status Wonsummary BarSearch RowUnitActive Won LostClear FilterRefreshUnitQuote_Detail

Won = Items Won  -  Q.Won = Quotes Won or Partially Won  -  Completed = Marked as completed, Won Or Lost

 

Analysis Tab

Items Won or Lost per Customer.

Items Won or Lost per Customer

Items Won or Lost per Customer

 

Items Won or Lost.

Quote_Detail_Analysis2

 

Won or Lost per Customer

Quote_Detail_Analysis3