FLOMIVA WORKING EXAMPLE
See how records become reporting.
Optional supporting example: change a fictional enquiry or quote and see the reporting totals respond.
Synthetic demo data only. Records are saved in this browser on this device. This demonstration does not connect to Microsoft 365, send emails or update your real pipeline. Export a backup to retain changes elsewhere.
Enquiries being qualified
0
Quotes awaiting a decision
0
Outstanding quote value
£0
Won order value
£0
Orders booked, not invoiced revenue1. Capture an enquiry
Start with the prepared bracket example, or enter your own fictional request.
2. Add a quote
3. Record the decision
A won or lost quote leaves the outstanding pipeline. Only won quotes count towards booked order value.
| Customer / enquiry | Status | Quote | Outcome |
|---|
Activity history
How these records support better reporting
Each enquiry and quote has a reference so it can be counted consistently. Record a quote, then mark it won or lost to see how the totals change.
The business decision: review outstanding quotes with their owners and decide which need a conversation. Won order value shows booked work; it does not show profit, invoiced revenue or cash received.
A real project starts with your existing records and the questions you need answered. We agree the measures, check the data and build a report your team can use. Automation can reduce manual updates where it adds value.