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:
- 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.
- 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.
- 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 Enterprise'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 'Price List' 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.
