Difference between revisions of "Quote report"
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=='''Quote report data'''== | =='''Quote report data'''== | ||
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| + | This table shows all accepted, rejected quotes, their conversion rates per month: | ||
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| + | [[File:4. quote report data.png|border|500px]] | ||
Revision as of 09:30, 22 June 2020
Quote report page:
To view the 'Quote report, go to Reports ⇾ Quote reports:
Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below.
All amounts are converted to the default currency of your account.
You can select the period of time for reporting and the needed Legal entity:
Quote conversion rate
This report shows the conversion rate in percentage:
Quote counts
This report shows how many quotes were accepted/rejected, and the total amount of sent quotes per month:
Quote totals
This report shows the receivables (in your default currency) of quotes that were accepted or rejected per month:
Quote report data
This table shows all accepted, rejected quotes, their conversion rates per month:
