The Win/Loss Tile

The Win/Loss Tile tracks the overall hit rate of a company, a single customer, or other criteria based on quote status. This tile also uses a trend arrow to show if the hit rate is increasing or decreasing compared to the previous set time period. This tile updates once per week.

Note: it is recommended that if users need to configure the As Order column for quote statuses, they do so before using the Win/Loss Tile. For more information, click here.

Use this tile to complete the following tasks:

• track win, loss, and unknown quote status percentages
• compare win, loss, and unknown quote status percentages to previous time period
• track status counts and values for customers and contractors
• filter quotes by internal accounts, customers, manufacturers, and specifiers

The following articles will describe how to create and read the Win/Loss Tile.

• Creating Win/Loss Tiles
• Viewing the Win/Loss Tile
• The Win/Loss Tile Page
  • Understanding Win/Loss Counts and Values

To learn how to edit a tile, click here.