Difference between revisions of "Quote report"
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Aleksandra.d (talk | contribs) (→Quote counts) |
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=='''Quote counts'''== | =='''Quote counts'''== | ||
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| + | This report shows how many quotes were accepted/rejected, and the total amount of sent quotes per month: | ||
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| + | [[File:2. quote counts.png|border|900px]] | ||
=='''Quote totals'''== | =='''Quote totals'''== | ||
=='''Quote report data'''== | =='''Quote report data'''== | ||
Revision as of 10:23, 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:
