Contracts - Reports
There are six template reports in Contracts that you can use or customize.
The template reports in Contracts are:
- Contract Backlog Report - Created from the Contracts model, this report shows contract backlog and funded percent complete for each contract.
- Contract Vehicle Report - Created from the Contracts model, this report shows the task orders that have been assigned to a specific vehicle and the corresponding award values. Task orders per vehicle are also displayed.
- Customer Inquiry - Created from the Contracts model, in this report you can see the information about a customer and further broken down into different areas which are opportunities, contracts, projects, and others. Drill-through reports are included in the report.
- Opportunity Current Pipeline Report - This report displays all your current pipeline data that helps you assess the opportunities that you can work on and the probability to win each.
- Opportunity Days Open Report - This report displays the opportunities that you won and lost as well as the number of days the opportunity has been open. The information helps you to determine the number of days you spend on opportunities.
- Opportunity Win/Loss Report - This report displays the opportunities that your company won and lost, as well as the individual weighted revenue and totals. This helps you asses if you company is pursuing the right types of opportunities.
- Related Topics:
- Contract Backlog Report
Use the Contract Backlog Report to determine the amount of money left on each contract and whether action needs to be done due to contract overruns. - Contract Vehicle Report
Use the Contract Vehicle Report to see information by task orders grouped by contract vehicle with their total award values. - Customer Inquiry
Use the Customer Inquiry report to see information about one or several customers. The report displays information in different areas such as opportunities, contracts, projects, and others. - Opportunity Current Pipeline Report
Use the Opportunity Current Pipeline Report to see information about the opportunities in the pipeline. - Opportunity Days Open Report
Use the Opportunity Days Open Report to see opportunities that your company won and lost as well as the number of days they were open. - Opportunity Win/Loss Report
Use the Opportunity Win/Loss Report to see the won versus lost opportunities including the weighted revenue for each. - Customer Inquiry Drill-Thru Reports
There are several drill-thru reports available in the Customer Inquiry report where you can see details about contracts, opportunities, projects, subcontracts, and organizational conflict of interest (OCIs).
Parent Topic: Contracts