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Quote Win and Loss

InXtend Quote Win and Loss for Microsoft Dynamics 365 Business Central

Track won, lost and expired sales quotes with lost reasons, competitors and win rates.

In Business Central a sales quote becomes an order or disappears, and the outcome is never recorded. Quote Win and Loss gives every quote an outcome of open, won, lost or expired and keeps it for reporting, even after the quote is deleted.

Quote Win and Loss illustration. Sales quote SQ-1188. Before: Deleted with no reason recorded. After: Lost: price, competitor recorded.
Sales quote SQ-1188. Before: Deleted with no reason recorded. After: Lost: price, competitor recorded. An illustration, not a Business Central screen.

What it does

Mark as Lost
Record the lost reason, competitor and a comment; the quote is archived with its outcome.
Automatic wins
Won is recorded when a quote is converted to an order.
Expiry job
A daily job marks quotes past their valid-to date as expired.
Expiry reminders
Optional emails to salespeople about quotes that expire soon.
Quote Outcomes list
Ready for analysis by salesperson, customer, reason, competitor and month.
Quote Pipeline
Open, expiring, won, lost and expired quotes, with the win rate per salesperson.

Get Quote Win and Loss when it launches

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