Creating the Win/Loss Tile

The Win/Loss Tile tracks hit rates for the company, a customer, or other criteria based on quote status. This article will explain how to create a Win/Loss Tile.

Requirements:

• Users must have Reports access to Reports.

Creating the Tile

1. Navigate to the Home Page.

2. Click the Tiles menu, then select Create from the drop-down list.

3. The Create New Tile page will appear. Click the Win/Loss tile.

4. The Create Win/Loss Tile page will appear. This page is divided into two sections: Visual Details and Filters.

Visual Details 

Use this section to define the tile's display information.

1. Enter a name for the tile into the Display Name field. 

2. Select the page where the tile should display using the Tile Location drop-down list.

3. Create the tile for other users by typing their name into the User Access field. Skip this step if you're creating this tile for yourself. 

Filters

Use this section to filter the quotes that are displayed in the tile. Filters are not required.

• Minimum value: Filter quotes that do not meet the set minimum quote value. 
• Maximum value: Filter quotes that do not meet the set maximum quote value.
• Offset months: The number of months in the past for quotes to be considered based on the bid date of the active bid. Offsetting months can help ensure that the data is accurate by allowing sufficient time for the win/loss status to be determined. 
• Use original bid date: If checked, the tile will base the Offset Months on the first bid date within a phase rather than the bid date on the active bid.

When the tile's setup is complete, click . After the tile has been created, it can be edited at any time. 

Viewing the Tile

The tile will appear once an initial scan of all quotes is complete. This tile updates weekly.

Learn more about using the Win/Loss Tile.