Using the Win/Loss Tile

Once created, the Win/Loss Tile will display the counts, percentages, and trend arrows for won, lost, and unknown quotes.

The tile lists the current year's percentage and count for Won, Lost, Unk. (unknown), and All quotes in rows. To the left of each count, a trend arrow will indicate whether the current year's count is more () or less () than the previous year's. 

Click a win/loss status link to view more details.

The Win/Loss Page

The Win/Loss Page provides four tabs: All, Won, Lost, and Unknown. Each tab presents data for the respective win/loss status.

The bar chart on the Won, Lost, and Unknown tabs presents data for quotes in the respective win/loss status. Use the second drop-down field to group data by:

• Top 50 Direct Customers
• Top 50 Indirect Customers
• Top 50 Specifiers
• Manufacturer
• SalesAccount
• Quoter
• Rank
• Workgroup
• VerticalMarket
• SpecifiedProject
• Top 50 Quotes

Most grouping options allow you to view the data by count or value using the first drop-down.

Click a value in the bar chart to create it as a filter. For example, in the screenshot below, clicking a value for ABC123 created the "Customer=ABC123" filter.

Note: When using the Top 50 Quotes grouping, clicking a value opens the order in OASIS Online rather than creating a filter.