What it answers
Win rate, average deal size, and time to close for quotes sent in a period.
What's on the page
- Tiles: quotes sent, approved, declined, expired, win rate, average deal size, average days to close.
- Trend chart and a table of quotes by status; multi-option quotes count the selected option's value.
- This report describes quoted value, not collected revenue.
Every report works the same way
Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).
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