Track created and converted quotes to gain a snapshot of store performance or compare associate metrics.
This report can be viewed on the POS app by configuring a deep link. The same data is also available in the CMS as a report across all of the merchant’s stores.
Prerequisites:
- Modern POS App Build: 10.3.1 or greater
- Platform Support: iPhone & iPad
- Offline Support: no
Access Quotes Report in POS App
Access the Quotes Report in the Point of Sale (POS) app to view metrics for the current day.
The report can be accessed in the app by configuring a deep link in CMS:
- Edit a layout, hamburger menu, or tab.
- Using the deep link picker, go to .
- Set and save your changes.
On the POS app, tap the Quotes Report deep link . By default, the report will show metrics for the current day. Tap the filter icon towards the bottom of the report to specify a date range. At the top of the report, you will see store-level totals for the quote-related metrics. Below the totals, you will find metrics for each associate at the current store, along with their associate ID and associate name.
For descriptions and details of each metric shown, refer to the Metrics section.
Access Quotes Report in Point of Sale CMS
View and analyze quote metrics across stores or associates.
The report can be accessed in CMS by going to . You can filter the report by store ID, associate ID, and date range. Additionally, you have the flexibility to group the search results by store or associate.
If the report is grouped by store, it’ll show the data aggregated at the level of each store, allowing you to compare the quote metrics across stores. Likewise, if the report is grouped by associate, it’ll show the quote data aggregated at the associate level. Lastly, you can view merchant-level totals by applying no grouping.
Metrics
These metrics are shown in the report:
- : number of quotes created
- : monetary value of the quotes created
- : Number of quotes that converted
- : Monetary value of the quotes that converted
Conversion refers to a quote resulting in a sale. The amount of money quoted is reported as gross sales after discounts. This is the product price, adjusted for any discounts, and multiplied by the number of orders for the period. Finally, the metrics reported for quotes created and converted aren't based on a group of quotes. This means that the changed quotes reported for the chosen period aren't always the same quotes that were made in that period.