This report lists bids made to customer companies.
Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report.
Filters
- Customer – the customer company receiving your bid. You can look up or type a specific customer, or leave blank for all customers.
- From Date – the date range indicating when the Bid was created. All dates are used until you click on the checkbox, at which point you can select or enter specific start and end dates.
- Company – the Company Division on the bid. You can select a specific division, (ALL) for all divisions, or keep the (AUTO) default for your own division.
Note: in order to see ALL companies, a user must have the LIST | Can see all company divisions capability on a role.
Columns
- ID – the Customer ID of the customer.
- Customer Name – the name of the customer.
- Total – the number of Bid documents created for the customer.
- In Process – the number of Bid documents with a document status of In Process.
- Cancel’d – the number of Bid documents with a document status of Canceled.
- Bids Made – the total number of Bid documents with a document status of Awarded, Lost or Out for Bid.
- Out – the number of Bid documents with a document status of Out for Bid.
- Lost – the number of Bid documents with a document status of Lost.
- Jobs Awarded – the number of Bid documents with a document status of Awarded.
- Bid Ratio – the bid ratio for the customer based on the number of bids.
- Value of Bids – the total amount of bids for the customer.
- Value of Jobs Awarded – the total amount of bids awarded by the customer.
- Value Ratio – the bid ratio for the customer based on the value of the bids.
Note: all columns are subtotaled by company division and then totaled.
Last updated: July 9, 2021 at 15:30 pm;