This dashboard provides the status of open quotes by value, job type and sales agent. Use the "My Store", “My Sales Agent”, “My Job Types” and "Benchmark" filters to select the data you want to compare.
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.
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 Sales Agent: The number of open quotes per sales agent.
Quotes Value – Open by Sales Agent: The total value of open quotes per sales agent.