This report is used to understand, after a group of projects have been completed, the reasons why some projects have succeeded, have failed or have been abandoned. The projects are sorted by sales representative.

Prerequisite

Access to the report

This report can be accessed from the report menu of the group Commercial activity.

It is also called by default from the following functions :

  Customer relation > CRM activity > Projects

List of criteria

Parameter

Parameter title

Type

sitedeb

Site range

FCY

datedeb

Date range

D

cur

Currency

CUR

repdeb

Sales rep range

REP

impselections

Print selections (Local menu No, Yes)

M1

Description of the report

In order to understand the content of the report, the latter displays a first page specifying the selectin criteria being used and the sort being applied to present the information.

Then a new page is created for each part of the report relating to a new site.

For each site, a sorting of projects is carried out sales rep by sales rep.

The following totals are carried out for each site, for each sales rep and for the report as a whole.

  • Gross amount
  • Weighed amount
  • Number of quotes