# SA4056 - Sales quote analysis

### Overview

SA4056 is a general -purpose Sales quote analysis dashboard that displays Quotes by status and presents this as a Win/Loss analysis of Sales Quotes over a rolling 12-month period.

### Location

Accounts Receivable > Report > Sales analysis > Sales quote analysis (12 months)

### Sample Report

### Key filters

Rolling 12 months up to this date | Defaults to today’s date but can be set in the past to view rolling 12 months back from any date.
Salesperson | Allows you to filter down to one or multiple users listed as the Entered by field on the Quote form.
Quote status | Allows you to filter down to one or multiple Status categories listed under the Status/Forecast tab on the Quote form.
Show details of quote stages for pending quotes | If unchecked, removes all Quotes with the status of Pending.

#### Data Returned

All data presented on this report is extracted from data within the Sales Quote form within the database on which the report is being run.

###### Status/Stage

This represents the list of calculations or KPI's that are being measured.

Each available entry is explained below:

Status/Stage | Meaning
Won $Value | The total dollar value (excluding tax) of all Quotes Won in the period.
Won % of #quoted | Total number of Quotes Won/quotes entered] in the period expressed as a percentage.
Won % of $quoted | Total number of Quotes Won/quotes entered] in the period expressed as a dollar value.
Won Count | Total quantity of Quotes Won in the period.
Avg. days to win | Days from Quote date to Sales order date taken as an average over multiple Quotes/Sales Orders.
Lost - Price $Value | The total dollar value (excluding tax) of all Quotes Lost - Price + Lost – Supply + Lost – Other in the period.
Lost - Other $Value | The total dollar value (excluding tax) of all Quotes Lost - Other in the period.
Not proceeding $Value | The total dollar value (excluding tax) of all Quotes Not proceeding in the period.
Lost - Supply $Value | The total dollar value (excluding tax) of all Quotes Lost - Supply in the period.
Lost - Other Count | The total number of Quotes Lost - Other in the period.
Lost - Price Count | The total number of Quotes Lost - Price in the period.
Lost - Supply Count | The total number of Quotes Lost - Supply in the period.
Not proceeding Count | The total number of Quotes Not proceeding in the period.
Lost - Other % of #quoted | Total number of Quotes Lost – Other/quotes entered] in the period expressed as a percentage.
Lost - Price % of #quoted | Total number of Quotes Lost – Price/quotes entered] in the period expressed as a percentage.
Lost - Supply % of #quoted | [Total number of Quotes Lost – Supply/quotes entered] in the period expressed as a percentage.
Not proceeding % of #quoted | [Total number of Quotes Not proceeding/quotes entered] in the period expressed as a percentage.
Lost - Other % of $quoted | Total dollar value of Quotes Lost - Other/quotes entered] in the period expressed as a percentage.
Lost - Price % of $quoted | Total number of Quotes Lost - Price/quotes entered] in the period expressed as a percentage.
Lost - Supply % of $quoted | [Total number of Quotes Lost - Supply/quotes entered] in the period expressed as a percentage.
Not proceeding % of $quoted | [Total number of Quotes Not Proceeding/quotes entered] in the period expressed as a percentage.
Total count | Total number of Quotes entered in the period.
Pending $Value | Total dollar value of Quotes entered in the period with the status Pending.
Pending Count | Total number of Quotes entered in the period with the status Pending.
Pending $Value *User Defined1* | Total dollar value (excluding tax) of Quotes entered in the period with the current Status selected as Pending and Current stage selected as the first user-defined category (Set under Setup → Sales quotation stages).
Pending Count *User Defined1* | Total number of Quotes entered in the period with the current Status selected as Pending and Current stage selected as the first user-defined category (Set under Setup → Sales quotation stages).
Pending $Value *User Defined2* | As above (Pending $Value *User Defined1*).
Pending Count *User Defined2* | As above (Pending Count *User Defined1*).

###### Jan YY, Feb YY, Mar YY

These values are the values for each status/stage above for each of the prior 12 months, up o and including the current month specified in the filters.

###### 12m

This is the sum of values in all 12 of the columns to the left.

#### Note

- All currency values have been converted to the local system currency using the exchange rate embedded into the quote at the time of quote creation.

Last edit: 06/12/21