Quote Detail

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 menu options. If the cursor changes to a hand (), then click to go to the subject.

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

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.

Won or Lost per Customer