Quote vs Actual Margin Report

Posted 4 days ago by Heidi Seal

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Heidi Seal

Would be great to have a Quote vs Actual Margin report

i.e. the GP% that is shown on the quoting screen vs the GP% on actuals on the job it's accepted onto

Just across the whole job is fine -does not need to be at line level

This would enable being able to have Project Manager level KPIs that are margin based - what they quoted vs what actually happened

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