Quote report

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Quote report page:


To view the 'Quote report, go to Reports ⇾ Quote reports:

Qu report.png

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:

Filter qu.png

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.

Quote conversion rate

This report shows the conversion rate in percentage:

1. quote conversion rate.png

Quote counts

This report shows how many quotes were accepted/rejected, and the total amount of sent quotes per month:

2. quote counts.png

Quote totals

This report shows the receivables (in your default currency) of quotes that were accepted or rejected per month:

3. quote totals.png

Quote report data

This table shows all accepted, rejected quotes, their conversion rates per month:

4. quote report data.png