Epicor 9.05 Quote Hit Ratios

Thank you for the suggestion, however, not all of our sales orders and jobs are assigned project ID's. We only use the project option for complex or larger jobs.
Cynthia Lombardo
Sales



--- In vantage@yahoogroups.com, Jose Gomez <jose@...> wrote:
>
> Try using a Project? For each "Quoted Project" and then look at Whether the
> project ended up with SOs vs Not? You can't however use the same Quote
> Numbers
>
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
> <http://www.usdoingstuff.com>
>
> *Quis custodiet ipsos custodes?*
>
>
> On Wed, Mar 27, 2013 at 2:49 PM, cl22003 <clombardo@...> wrote:
>
> > **
> >
> >
> > We currently gauge our hit ratios upon dollar amount quoted, versus dollar
> > amount sold for a given time period. This, however, becomes difficult with
> > multiple revisions to quotes. Also, the accumulative total for fiscal year
> > to date for revisions results in double and triple dipping of dollar volume.
> >
> > I am looking for suggestions altnernative methods to gauge hit ratios of
> > quotes to orders. How many quotes we won, how many we lost by product group
> > and associated dollar amounts of each.
> >
> > We may re-bid the same project, or variations of the same project over a
> > two to three year period. We use the same quote number for consitency. I am
> > not aware of any standard method for tracking revisions in Epicor 9. We do
> > have a custom flag for original quote on each line item, which represents
> > rev 0. If this flag is not present, any subsequent dollar amounts are not
> > tallied into the "quoted by a given time period" report.
> >
> > We want to track the delta for a given time range of revisions to quotes.
> >
> > I thought of using the sales category field as a revision field on each
> > line item, to track revision costs, but I am not certain if Epicor 9 tracks
> > quoted date by line item. We could revert to the "last engineered" date on
> > each line, but this could become cumbersome.
> >
> > Any suggestions?
> >
> >
> >
> >
>
>
> [Non-text portions of this message have been removed]
>
We currently gauge our hit ratios upon dollar amount quoted, versus dollar amount sold for a given time period. This, however, becomes difficult with multiple revisions to quotes. Also, the accumulative total for fiscal year to date for revisions results in double and triple dipping of dollar volume.

I am looking for suggestions altnernative methods to gauge hit ratios of quotes to orders. How many quotes we won, how many we lost by product group and associated dollar amounts of each.

We may re-bid the same project, or variations of the same project over a two to three year period. We use the same quote number for consitency. I am not aware of any standard method for tracking revisions in Epicor 9. We do have a custom flag for original quote on each line item, which represents rev 0. If this flag is not present, any subsequent dollar amounts are not tallied into the "quoted by a given time period" report.

We want to track the delta for a given time range of revisions to quotes.

I thought of using the sales category field as a revision field on each line item, to track revision costs, but I am not certain if Epicor 9 tracks quoted date by line item. We could revert to the "last engineered" date on each line, but this could become cumbersome.

Any suggestions?
Try using a Project? For each "Quoted Project" and then look at Whether the
project ended up with SOs vs Not? You can't however use the same Quote
Numbers


*Jose C Gomez*
*Software Engineer*
*
*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*


On Wed, Mar 27, 2013 at 2:49 PM, cl22003 <clombardo@...> wrote:

> **
>
>
> We currently gauge our hit ratios upon dollar amount quoted, versus dollar
> amount sold for a given time period. This, however, becomes difficult with
> multiple revisions to quotes. Also, the accumulative total for fiscal year
> to date for revisions results in double and triple dipping of dollar volume.
>
> I am looking for suggestions altnernative methods to gauge hit ratios of
> quotes to orders. How many quotes we won, how many we lost by product group
> and associated dollar amounts of each.
>
> We may re-bid the same project, or variations of the same project over a
> two to three year period. We use the same quote number for consitency. I am
> not aware of any standard method for tracking revisions in Epicor 9. We do
> have a custom flag for original quote on each line item, which represents
> rev 0. If this flag is not present, any subsequent dollar amounts are not
> tallied into the "quoted by a given time period" report.
>
> We want to track the delta for a given time range of revisions to quotes.
>
> I thought of using the sales category field as a revision field on each
> line item, to track revision costs, but I am not certain if Epicor 9 tracks
> quoted date by line item. We could revert to the "last engineered" date on
> each line, but this could become cumbersome.
>
> Any suggestions?
>
>
>
>


[Non-text portions of this message have been removed]