Click a year to expand its monthly breakdown. Win Rate = Won ÷ all qualified opportunities.
Methodology Notes
What counts as a YR Rental Opportunity: Earlier approaches attempted to identify rental deals by filtering on deal names or opportunity titles in Zoho CRM. These proved unreliable — deals are named inconsistently, and a deal name alone cannot confirm that a rental product was actually quoted. The approach agreed upon with this reporting system is to ignore the deal name entirely and instead traverse the linked record chain: starting from the Deal, fetch all linked Quotations, then for each Quotation inspect the Product_Details line items. Each line item contains a nested product object; the product name field within that object is the authoritative source. A deal qualifies as a YR Rental Opportunity only when at least one product line across its linked quotes contains both "rental" and "yardramp" or "yard ramp" (case-insensitive, matched within the same product name). Freight lines, shipping charges, and purchase products do not contain both terms and are therefore excluded automatically. A deal with no linked quotes, or whose quotes contain only non-rental products, is not counted regardless of its stage or name.
Won Opportunities: Closed YR rental sales come from Genius ERP, not CRM opportunity stage. A win is one unique Genius Sales Order containing item code S-RENTAL-YR, deduplicated at the Genius order-header level (so a multi-ramp order remains one win). State and period come from that Genius order header's ship-to state and customer order date. Zoho links are retained only for optional CRM drill-down context.
Lost Opportunities: A deal staged as Closed Lost in Zoho is included if any linked Quotation — regardless of quote status, including converted or dead quotes — contains a qualifying yard ramp rental product. Dead and converted quotes are included for lost deals because a quote at any stage confirms that a rental conversation occurred.
Open Opportunities: A deal in any active pipeline stage (Qualifying, Needs Analysis, Proposal/Price Quote, Pending, Verbal Commitment) is included if it has at least one active linked Quotation — excluding quotes marked Closed - Dead Quote or Closed - Converted to S.O. — containing a qualifying yard ramp rental product.
Win Rate: Win Rate is Won ÷ all qualified opportunities (Won + Lost + Open). It is the conversion-to-date measure against the complete qualified quotation/opportunity universe.
Reporting Period & Grouping: Open and lost deals are grouped by the year their CRM record was created (Created_Time). Won deals are grouped by the Genius Sales Order customer-order date. The analysis covers 2021 through the current year to date. Pre-2021 data is excluded due to incomplete source history. Won Value reflects the Genius S-RENTAL-YR line amount only and does not include ongoing monthly rental revenue.