Vendor Projections Report
The Vendor Projections Report provides insights into potential vendor sales by analyzing open and valid quotes that have not yet been converted into orders. This report is broken down by Vendor and includes critical dates and estimated net costs, helping you forecast upcoming purchases and vendor activity.
The Vendor Projections Report only includes Customer Quotes that meet the following conditions:
Quote is marked as Valid & Most Likely
Quote has not been processed onto an Order
Project “Decision Date” (found in Project Information) is today or in the future
(Quotes with Decision Dates in the past will not be included).
Running the Report
Select Analysis → Print Reports → Vendor Projections Report.
A vendor selection window will appear, allowing you to choose which vendors to include:
To select all vendors, check the box in the upper left corner.
To select specific vendors, check the box next to each vendor’s name.
Use the Search bar to quickly find and filter vendors.
All selected vendors will appear in the right panel under "Selected Vendors."
Click Print to generate the report.
This report provides valuable forecasting data, allowing you to anticipate vendor sales and plan accordingly.
