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Close rate by customer

  • August 6, 2024
  • 1 reply
  • 48 views
S
Jr Varsity III
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Looking for report ideas or recommendations to get to close rates by customer (Percentage of opportunities are being won by customer in quantity and dollars).  Thoughts? 

Best answer by Laura03

Hello,

I found a “Marketing Manager” Dashboard widget called “Opportunity Win Ratio” in Acumatica Sales Demo tenant that includes a GI with some of the data you are seeking. Maybe you could use this GI as a starting point.

Click on widget to see GI data pictured below.

 

GI can be filtered or grouped by Customer; it contains $$ and win/loss figures.

I have attached the Generic Inquiry. I hope this helps you.

Laura

    Laura03

    1 reply

    Laura03
    Captain II
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    • Laura03
    • Captain II
    • Answer
    • August 6, 2024

    Hello,

    I found a “Marketing Manager” Dashboard widget called “Opportunity Win Ratio” in Acumatica Sales Demo tenant that includes a GI with some of the data you are seeking. Maybe you could use this GI as a starting point.

    Click on widget to see GI data pictured below.

     

    GI can be filtered or grouped by Customer; it contains $$ and win/loss figures.

    I have attached the Generic Inquiry. I hope this helps you.

    Laura

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    ~ Laura Barber, WM Synergy
    Chris Hackett
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