As part of our Insights and Reporting, we have a section of useful dashboards for your Sales and Quoting. Our Defect and Service quoting dashboards enable your sales team and decision makers to understand the current state of your pipeline of sales.
Understand your Quote Pipeline
Both of our Defect and Servicing Quoting dashboards outline your sales pipeline through split of quotes by stages within a calendar month.
This is represented with a pie chart percentage split of quote value by stage and broken down with a table. The data shown is drawn from the following key data points of quotes created in the time range selected:
Data Point | Meaning |
Status | Quote status stages:
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Count | Number of quotes in a status. |
Value | Total monetary amount of quotes in a status within your local currency. |
Percentage | The fractional split of the count of quotes in a status by value, as a percentage from the total value of all quotes. |
Using Time Range Date Filters
By default we present your quoting data based on calendar month and begin with the current calendar month.
We provide you an easy way to switch to previous calendar months quickly, while also optionally providing a custom date range picker for defect quotes. These choices are at the top of the dashboard and control the data that is represented throughout the below sections.
Quote Line Items by Category
Focuses on understanding the value of quotes that were submitted, approved, actioned or declined within each category.
The following sections will outline whether they apply to both Defect Quotes and Service Quotes, as some charts are specific to their respective quote types.
Line Item | Description | Available on Service Quotes | Available on Defect Quotes |
Values by Client | Represents your top ten Clients by Value, shown as a vertical stacked bar chart, broken down by quote status.
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Values by Asset Type | Represents your top ten Asset Types by Value, shown as a vertical stacked bar chart, broken down by quote status.
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Values by Routine Service Type | Represents your top ten Routine Service Types by Value, shown as a vertical stacked bar chart, broken down by quote status.
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Values by Product | Represents your top ten Products by Value, shown as a vertical stacked bar chart, broken down by quote status.
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Values by Author | Represents your top ten Authors by Value, shown as a vertical stacked bar chart, broken down by quote status.
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