Quotation Analysis Report (#416)

This report can be used to:

• Review quotations recorded in the system and their status

• List quotations that require follow-up

• Compare performance/success rates, e.g., the number of quotes raises versus the number accepted

• Locate a quote by customer account code, customer category, job number, reference, salesperson, date, transaction number or other critiera.

Filters

Category

You may narrow the selected customer account range by specifying a customer category.

Account Code

Leave blank to include all customer accounts or enter an account code in order to narrow the report down to a specific customer account.

Quote By

Enter the salesperson code that you want to report on or leave blank to include all.

Job No.

When a job number is entered only quotations matching that job number will be included on the report.

Ref No.

If a reference number or code is entered here only quotations matching that reference number or code will be included on the report.

Status

Open

Tick to include open quotations on the report.

Accepted

Tick to include accepted (won) quotations on the report.

Lost

Tick to include lost (rejected) quotations on the report.

Cancelled

Tick to include cancelled quotations on the report.

Suspended

Tick to include suspended quotations on the report.

Expired (Lost)

Tick to include expired (lost) quotations on the report.

Only Expiry Exceeded

If this selection is ticked then only quotations that have an expiry date specified, and where the expiry date is less than or equal to the end date of the report, will be included on the report.

Quotations that are simply marked as 'expired' but which do not include an expiry date will also be ignored.

Follow-up

From Date

If specified, only reports with a follow-up date equal to or greater than this date will be included on the report.

To Date

If specified, only reports with a follow-up date less than or equal to this date will be included on the report.

Hints & Tips

• The 'accepted versus lost or expired' value at the end of the report shows the percentage of quotations that have been accepted (won) relative to all accepted, lost and expired quotations listed on the report.

• The 'average number of days to win quotes' shows the average number of days it took for a quote to be accepted from the date of the quotation. Quotations that have been input as 'accepted' immediately are not considered. (The quotation must have been saved under a different status, and at a later time, its status changed to 'accepted'.) The date of acceptance of the quotation must also be greater than or equal to the date of the quotation.

• The 'average number of follow-ups required' considers only accepted quotations. If a single quotation has been followed up more than 10 times, then only a maximum of 10 follow-ups are considered for that transaction, for the purposes of the calculation.

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Related Topics:

Quotations