Project Win Loss Report

The Project Win Loss Management report displays the total number of projects created, won or lost over the last 12 months. NEW 4.8

*Synergy Enterprise Feature* 

Getting Started

Who Can Use It?	Where Is It?
Director Administrator System Administrator	Reports > Management Reports > Project Win Loss or click the My Synergy plugin

What is the Project Win Loss Report?

This report displays an overview of how many projects are Created, Won and Lost in each month. Choose if the data shown is the number of projects won or lost, or the dollar value from the sub project fees shown in the month the project is won or lost.

The Created date is when the project is first created in Synergy, with any project status applied. The Won date is when the status of the project is first changed to Active status, and the Lost date is when the project is first changed to Unsuccessful status. The last 12 months are shown in the graph by default, to allow you to monitor trends over an entire year.

Add the 'Project Win Loss plugin' to the My Synergy dashboard to see the details as you login to Synergy. Double click on the plugin to open the Management report.

Why use the Project Win Loss Report?

View the number of projects won in each month.

Report Overview

The Project Win Loss Report displays the following data:

• Graph
  This displays a separate line/bar for changes to the project status. Created projects are shown in green, and the month shown is when it was first created in Synergy. Won projects are shown in blue, and the month shown is when the project status is changed to 'Active'. A project is considered to be Won at the following project statuses: Active (or any custom Active status), On-Hold, Pending Invoice, and Complete. Lost projects are shown in pink, and the month shown is when the project is changed to 'Unsuccessful' status. The graph displays 12 months of data, which are by default the current month, and the previous 11 months. Alter the From and To dates using the calendar filters to change which months are shown in this report. Choose if the graph is showing the number of project Won/Lost/Created using the # button, or the sub project fee value using the # button.
• Data Tab
  A separate row is shown for each project. The changes to the project status are tracked here, to create the graph. The initial create date of the project is shown in the created column (regardless of the status entered on the project). The Won column is populated with the first time that the project becomes 'Active' status. The List column is populated with the date that the project becomes 'Unsuccessful'.

The report opens with all the filters selected. The graph and data tab are interactive, and they will automatically update as the filters are changed. To learn more about how to apply filters and other management report basics, please review the Management Reports overview topic.

Example

View in the graph below that in March 2014, a higher than normal number of projects were converted to 'Active' status. This shows as a large number of projects marked as 'Won' for this month. In Jan 2014 there was a higher than normal amount of projects 'Created', which may have resulted in the higher number of projects Won in March 2014.

Toggle which months are shown in the graph view using the From and To date calendar selection options, or choose if you are looking at the number of projects won or lost for the period or the revenue $$ view.

Click the image above to view the number of projects in a bar graph.

Click the image above to view the $ value of the projects in a line graph.

Columns available

The following columns are shown in the Data tab

1. OfficeThe office selected on the project.
2. ProjectThe project number and project name.
3. Project ManagerThe project manager selected on the project.
4. StatusThe current status of the project. This is the project level status and not the sub project level status.
5. CreatedThe date that the project was initially created in Synergy. The new project created can be placed at any status and still be counted in this created group (can go straight to active, and not use proposal status).
6. WonThe date that the project level status is changed to 'Active'. If the project is changed from Proposal to Active, or from Unsuccessful back to Active it is marked as Won. If a project is changed to 'Active' status multiple times during the life of the project, the date in this report is the first time the project is made 'Active'. A project is considered to be Won at the following project statuses: Active (or any custom Active status), On-Hold, Pending Invoice, and Complete.
7. LostThe date that the project level status is changed to 'Unsuccessful' status.

Want to learn more?

Looking for more help? Try reviewing the following topics: View Topics

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