Quote Conversion report

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.

Quote Conversion report with win rate, average deal size, and time-to-close tiles and charts. — Quote Conversion report

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).

Did this solve your problem?

Still need help?

Contact Zentive support

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

Replies by emailLogin, billing, sync, and setup help

Get help with this

Keep going

Quotes

Create and send a quote

Build a quote in the seven-section builder, pass the readiness checks, and send it by email, text, or print so the customer can approve and sign online.

Open article Quotes

Follow up, resend, revise, or expire a quote

What Zentive does automatically after a quote goes out, how to resend by email or text, handle a decline or change request, revise an accepted quote, and reset the share link.

Open article Reports

Sales Pipeline report

Open quotes grouped by deal stage with expected revenue, so you can see what is likely to close.

Open article Reports

Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

Open article Reports

How Zentive defines revenue in reports

Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.

Open article Reports

Aging Receivables report

Outstanding invoice balances by days overdue (Current, 1–30, 31–60, 61–90, 90+) and by customer, so you know who to follow up with first.

Open article