Lost Reason¶

Quotations > Projects

Extra fields have been added to the Projects form.

1. All fields are text except for ‘Agreed By’ which will look up the operator.
2. There is a new system table for ‘Lost Reason’.

For ‘Project amendments, revisions, updates etc’ there is now a separate table as there could be multiple amendments.

System Reports > Projects Lost Report

There is a new report in Reports > System Reports called ‘Projects Lost Report’, with filters for sales area, negotiator (rep) and date range.
The following information appears on the report.

Project No.
Quotation No.
Project Name
Lost Date
Sales Area
On Forecast
Unconverted successful contractor
Quote Value (Net not gross)
Negotiator
Lost Reason
Successful Subcontractor
Lost description
Project Value