Win Rate report
unavailable in ajeraCore
Use this report as a report card for your business development efforts.
It is a listing of wins and losses over a period of time, such as the
last month, last quarter, or last fiscal year. It provides valuable insight
to trends and information which help your firm take action to increase
your win rate in the future.
Using the customize options, you can produce the report in different
ways. For example, you can analyze performance for
- A certain market segment
(project type).
- A department.
- An individual (project manager,
principal, or marketing contact).
You can also use the Win Rate report for competitive analysis to determine
your toughest competitors and the markets where you are losing to them.
To do so, select to show only the lost projects and sort by Awarded
to.
| Note: |
This
report includes contract amounts from the production phases which are
linked to BD phases. For the report to contain meaningful data, ensure
that you entered contract amounts for the lowest-level production phases. |
Obtaining the best results
This
report includes contract amounts from the production phases that are
linked to BD phases. For the report to contain meaningful data, ensure
that you entered contract amounts for the lowest-level production phases.
Audience
Principal
Project manager
Marketing manager
Producing the report
From the Reports menu, click Project > Business
Development > Win Rate.
Report options
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Company
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Multi-company only. The report contains information for all companies in your organization, unless you select
a specific company in this field.
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Project
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The report contains information for all projects unless you select a
specific project in this field.
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Disposition date range
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The report contains information for the current month unless you select
a different date in this field.
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Customize options
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Report title
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You can change the title of the report.
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Sort order
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Sorts the report by status, client, project, project manager, principal-in-charge,
project type, department, or the firm the project was awarded to. If you use multi-company, you can also sort by company.
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Print graph
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If selected, a graph of the information appears on the report.
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BD status to print
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Select the appropriate check boxes to include on the report BD projects
which your firm won, lost, or declined.
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Print customize options on report
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If selected, it prints a list of the report options that you select.
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Report contents
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Status
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The status of the project or phase
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Project/phase
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The project or phase
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Client
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The client you are working for on the project or phase
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Awarded to
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The firm who won the project or phase
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Disposition Date
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The date when the disposition of the project or phase was decided
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BD Hours
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The hours your firm spent on business development (BD) efforts for the project or phase entered to the marketing phase
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BD Cost
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The cost your firm spent on BD efforts for the project or phase
| Note:
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Cost is raw cost for labor, expense, and consultants |
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Contract
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The contract amount of the project or phase
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See also
Producing reports
Using the reports toolbar
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