There are a few ways you can report data on additional funding.

Reports

Quotations by Created Date Report

This report will detail all quotations created within a set time frame, which you can specify on the left-side panel after clicking on the report name.

This report will show the details of the desired quotations including the number of funding requests against the quotations and their values.

The funding requests will show in total and by three categories - Approved, Open & Rejected. These categories are defined by what status (detailed below) the request is in at the point of report generation.

You can use this report to analyse how many quotes do not have any funding requests (this will be especially useful for monitoring quotations that are not the top one against the opportunity).

Funding Requests by Date Report

This report will detail all funding requests created within a set time frame, which you can specify on the left-side panel after clicking on the report name.

It lists funding requests, alongside the related items, quotation, opportunity, and sales order.


Work Stacks

You can also use opportunity work stacks to find opportunities that have an additional funding request.

You can customise opportunity workstacks based on both the number of requests against the top quotation, and also the category (approved, open and rejected).

To filter on opportunities with no requests, you should untick the Any options against the Top Quotation Total Additional Funding Request Quantity filter. This sets the values to 0, which means the minimum and maximum values will be ignored.

Stack Exports

You will also be able to view the top quotation additional funding requests and the values for the three aforementioned categories when you export any opportunity stack.

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