Use the Sales report to track the conversion rate of your quotes and the performance of your sales reps at a glance. As well as the current jobs you are working on, overall margins etc. You can set goals and probability for quotes and check the values of accepted and sent quotes.
Before you use this Sales report you need to be using quote statuses read how to use them Learn how to use quote statuses
How to locate the report and understand what you can view.
- The selected time period show quotes that where created during this period
- Awaiting Acceptance show the total amount of all quotes that where in awaiting acceptance status
- Accepted this columns includes all quotes that have been accepted
The search explained.
Search the period you want to view via this pre prepared quick search
Or you can use a customisable date range.
use quote probability
Search the status of the job if you created a job to do the quote
You can search for all the quotes and accepted quotes via customer
And Account customer
How to Set Goals for your sales reps
Add sales goal again to add another staff member. When you have finished select Save
As the quotes move through there life cycle you can see how close the sales rep is to there goals,
Quoting workflow to appear in this report.
Create quotes and set the probability
Create the quote for your customer, with or without a job and send it to your customer Read more about how to create quotes here
Set the Quote status to awaiting acceptance and the probability of the customer accepting this quote in the Quote details
This quote amount will show in the Awaiting Acceptance column if it was in this status at any time during the selected period.
When the quote is accepted, change the Quote status to Accepted. This quote will show in the Accepted column if the accepted date is within the selected period.
Set the quote status to declined if a customer declines the quote. This will remove the Quote form the Quoted by staff report.
Create a Job for the Quote to see the job margin
When you create a job from the quote, all items on the quote are copied to the job items. When the technician goes out on site and completes the job they might need additional parts that where not quoted. Before invoicing the job you can adjust the sales price, but keep the cost for the additional items to see the margin for the job. This margin will show in the job columns on the quoted amounts report