Open Quotes Status

This dashboard provides the status of open quotes by Value, Job Type and Salesperson. Use the "My Store", “My Salesperson”, “My Job Types” and "Benchmark" filters to select the data you want to compare.

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Key Performance Indicator's (KPI's)

Open Quotes Value: The total value of all open quotes in the quotes system.

Open Quotes Count: The total number of all open quotes in the quotes system.

Open Quotes Avg Days: The total average number of days to convert a quote into an order.

 

Charts

Quotes - Open Value: The value of all open quotes by month and by job type is displayed by hovering over any of the colored bars for the month defined in the legend.

Quotes Count – Open by Salesperson: The number of open quotes per salesperson by job type is displayed by hovering over any of the colored bars for the salesperson defined in the legend.

Quotes Value – Open by Salesperson: The total value of open quotes per salesperson by job type is displayed by hovering over any of the colored bars for the salesperson defined in the legend.

 

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