Getting Started
To get started, navigate to Tools -> Win/Loss Analysis.
Click on Import.
Download the sample import file.
Enter the values in the sample file and upload to Kompyte by dragging or selecting the file.
Map the fields and click Next.
Map the values and click Next.
Do a final review of the deals and opportunities. If all is correct click Import.
Once the file is imported, you will receive an email confirmation with a link to access your Win/Loss Analysis.
Access your Win/Loss Analysis using the link in the email confirmation or by navigating to the Tools -> Win/Loss Analysis in your Kompyte platform.