Quote Analysis

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

Breakdown of quote amounts by employee (annually, monthly, or weekly)

Comparison of won versus lost quotes per employee.

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

Status overview of quotes for each employee (e.g., number of active jobs).

  Summary report per salesperson by quote type (won and lost).

Summary per sales person per type (won & lost)

False = Lost, True = Won

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