Difference between revisions of "Quote report"
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| − | ''Quote report | + | ''Reports - Quote report: [https://cloud.protemos.com/report/quote cloud.protemos.com/report/quote]'' |
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| − | + | <span style="color:red">Features described below will be available with the forthcoming system release.</span> | |
| − | Here you may quote conversion rate, quote counts, quote totals, quote report data. Each of them is described below. | + | To view the Quote report, go to Reports ⇾ Quote report: |
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| + | [[File:Reports - quote report.png|border|180px]] | ||
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| + | Here you may see quote conversion rate, quote counts, quote totals, and quote report data. Each of them is described below. | ||
All amounts are converted to the default currency of your account. | All amounts are converted to the default currency of your account. | ||
| − | You can select the period of time for reporting and the needed | + | You can select the period of time for reporting, client types, country, tags, and the needed legal entity: |
| − | [[File: | + | [[File:Quote report filters.png|border|1000px]] |
<span style="color:red"> '''Note:''' </span> | <span style="color:red"> '''Note:''' </span> | ||
Revision as of 16:21, 19 July 2022
Reports - Quote report: cloud.protemos.com/report/quote
Features described below will be available with the forthcoming system release.
To view the Quote report, go to Reports ⇾ Quote report:
Here you may see quote conversion rate, quote counts, quote totals, and 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, client types, country, tags, and the needed legal entity:
Note:
- If one quote in a multi-quote was accepted (and others were rejected automatically), the report will have the data that this multi-quote was accepted.
- If all option quotes were rejected in a multi-quote (doesn't matter how many of them), in the report it will be shown as one rejected quote.
Contents
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:
Export data to Excel
You may export the data of quote reports by clicking "Export to Excel" over the upper left corner of the summary tables:
Back to the table of contents.
