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