The Quotes Dashboard monitors quote activity and approval status, so you can find stalled quotes and track acceptance and denial rates.
Quotes Dashboard KPIs
The table shows each KPI on the Quotes Dashboard and how Communications Sales Insights calculates it.
| KPI | Calculation |
|---|---|
| Number Of Quotes | The number of quotes. |
| Quotes Accepted | Number of quotes with a status of Accepted. |
| % Quotes Accepted | Number of accepted quotes divided by total quotes, expressed as a percentage. |
| Denied Quotes | Number of quotes with a status of Denied. |
| % Quotes Denied | Number of denied quotes divided by total quotes, expressed as a percentage. |
| Open Quotes | Number of open quotes. |
| Average Days Open | Number of days a quote has been open and not yet approved or denied. |
| Top Open quotes by Status | All open quotes by status. |
| Top Accounts with Open Quotes | The top accounts with open quotes that aren't yet approved or denied. |
| Top Products with Open Quotes | The top products with open quotes that aren't yet approved or denied. |
| Stalled Quote | Top open quotes by amount that haven't been touched in 60 days. |