The Project Close Ratio by Customer is a management tool located in the Today menu. This report contains information related projects by customer including but not limited to:
Projects Created this year / last year
Projects completed this year / last year
Average GP by customer
Booking amount this year
Booking amount over all
The tool is intended to separate companies that are ordering a lot and companies that are requesting quotes and not following through with orders. This allows for better prioritization and allocation of resources.
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