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Quotation Decision Statistics

This report analyses the time taken for Quotations to be Accepted or Rejected, and provides an average rate of acceptance. It has three sections:
  1. The first section is a simple list of the Accepted and Rejected Quotations whose Decision Date falls in the report period. This list shows for each Quotation the Quotation Number, Customer Number and Name, Salesman, the Quotation and Decision Dates and the difference between the two, the Status and the total value excluding VAT.

  2. Using the Quotations listed above, the second section compares statistics for Accepted and Rejected Quotations. The number of Quotations of either type is shown, together with the total value, the average value and the average time taken for the decision to be made.

  3. The final section shows as a percentage how many of the Quotations in the first section have been Accepted. When the report is produced using a lengthy report period, this figure will provide you with an accurate average acceptance rate (the percentage of Quotations that are converted to Orders), provided you reliably mark all Quotations as Accepted or Rejected as appropriate, and that you do not mark Rejected Quotations as Closed. Closed Quotations are not included in the calculation, so marking Rejected Quotations as Closed will mean the result of the calculation will be inaccurate.

    This section of the report also shows the shortest and longest decision times, the highest and lowest values, and the total gross profit. These figures are for Accepted Quotations only.

When printed to screen, the Quotation Decision Statistics report has Hansa's Drill-down feature. Click on the Quotation Number of any Quotation in the report to open that Quotation record.

Quotations
Range Reporting    Numeric
Enter a Quotation Number or a range of Numbers. The report will only show Quotations that have been Accepted or Rejected and that have a Decision Date.

Quotation Class
Paste Special    Quotation Classes setting, Quotations module
Enter a Quotation Class code to list Quotations of a single Class.

Salesman
Paste Special    Person register, System module
To limit the report to Quotations generated by a single Salesman, enter their initials here.

Sales Group
Paste Special    Sales Groups setting, System module
To list Quotations with a particular Sales Group (shown on the 'Del' card), enter that Sales Group here.

Customer
Paste Special    Customers in Customer register
Enter a Customer Number to list the Quotations sent to a single Customer.

Exclude if less than
To restrict the report to Quotations whose total value excluding VAT is greater than a certain figure, enter that figure here.

Changed Status
Paste Special    Reporting Periods setting, System module
The report period: Quotations whose Decision Date falls in this period will be shown in the report.