Use the Opportunity Hit Rate List to review the "hit rate" for opportunities. The hit rate is the rate at which the company converts opportunities into awarded contracts. In most cases,
Vision calculates the hit rate as follows: Awarded opportunities / All opportunities
Client Hierarchies
If
Vision is configured to use
client hierarchies, you can click the folder icon at the top left of the General tab of the
Client Info Center to view a graphical representation of the
client hierarchy called a "tree." The
client hierarchy tree makes it easy to navigate between the parent and subsidiary
client records.
You can group or sort this report by
client hierarchy. To do that, select a parent criterion, such as
Parent or
Grandparent, on the Sorting/Grouping tab. The parent criteria that are available depend upon the levels of
client
client hierarchy established in the
Client Hierarchy form in General Configuration (). A
client record that has no parent
client record but has at least one child (subsidiary
client record) is considered a top-level
client for sorting and grouping.
When you report by
client hierarchy, we recommend that you select
Client NumberCustomer Number as one of your sorting and grouping criteria.