View source for Teams Dashboard


== Summary ==
This page provides a detailed overview of all pre-quotes, quotes, bookings, and direct bookings made within the specified date range but from a user / team and operations perspective.

== Filters ==
{| class="wikitable"
|+
! style="width: 25%;" |Filter
! style="width: 75%;" |Description
|-
|Database|| If you have access to multiple entity databases, you can filter and select specific ones.
|-
| Site|| Allows you to filter and focus on specific sites within your entity access.
|-
| Carrier||Enables filtering by carriers associated with the sites you have access to.
|-
|Users ||Filters quotes/bookings by specific users. Users will be listed if they have access to the sites you can access.
|-
|Origin ||Filters jobs based on their origin location. 
|-
|Destination ||Filters jobs based on their destination location
|-
| Date Filter||Displays only jobs created within the specified date range. 
|}

== Calculations ==
[[File:M&W TEAMS DASHBOARD.png|none|thumb|800x800px]]
{| class="wikitable"
|+
!Reference
!Calculation
!Description
|
|
|
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|-
| 1 - Total Pre-quotes. ||Formula:  
<pre>Total Prequotes =   
CALCULATE (  COUNTROWS (quotations),  USERELATIONSHIP (DimDate [Date], quotations[pre_quoted_at]),  
 NOT (ISBLANK (quotations[pre_quoted_at]))  
) + 0 </pre>
 || This measure counts the total number of prequotes (draft quotations) created. It works by:  

*Checking if a date exists in the pre_quoted_at column (i.e., the quote was created).  

*Using the relationship between the DimDate table and the pre_quoted_at column to filter data for the selected time.  

*Counting the rows that meet these conditions.  

*It ensures only valid prequotes with a date are included  
|-
| 2 - Total Quotes. ||Formula:  

<pre>Total Quotes =   

CALCULATE (  
COUNTROWS (quotations),  
USERELATIONSHIP (DimDate [Date], quotations [quoted at]),  
NOT (ISBLANK (quotations[quoted_at])))</pre> 
 || This measure counts the total number of finalized quotes created. Here's how it works:  

*Focuses on the quoted date: It checks the quoted_at column to find rows where a quote has a   valid date (i.e., it was created).  

*Uses the date relationship: It temporarily activates the relationship between the DimDate table and the quoted_at column to filter data based on the selected date range.  

*Counts the valid quotes: It tallies up all rows where the quoted_at date is not blank, giving the total number of quotes.  

This measure helps track how many official quotes were issued over a given period .
|-
| 3 - Total Bookings  ||Formula: 

  

<pre>Total Bookings =   

CALCULATE (  

    COUNTROWS (quotations),  

    NOT (ISBLANK (quotations [booked_at])),     

USERELATIONSHIP (quotations [booked_at], DimDate [Date])  

)</pre>
 ||
This measure counts the total number of bookings made. Here's how it works: 
*Checks the booking date: It looks at the booked_at column in the quotations table to find rows where a booking date exists (i.e., the quote was successfully booked).  

*Uses the date relationship: It temporarily activates the relationship between the DimDate table and the booked_at column to filter the bookings based on the selected time range in the report.  

*Counts the rows: It counts all the rows where a valid booking date is present, giving the total number of bookings           
|-
| 4 - Confirmed Bookings  ||Formula. 

  <pre>Confirmed Bookings =   

CALCULATE (  

    COUNTROWS (quotations),  

    NOT (ISBLANK (quotations [confirmed at])),  

    USERELATIONSHIP (DimDate [Date], quotations [confirmed at])  

) </pre>
 || This measure counts the total number of bookings that have been confirmed. Here's how it works:  

*Checks for a confirmation date: It looks at the confirmed at column in the quotations table to find rows where a confirmation date exists (i.e., the booking was confirmed).  

*Applies the date relationship: It temporarily uses the relationship between the DimDate table and the confirmed at column to filter data for the selected time range in the report.  

*Counts the rows: It tallies up all rows where a valid confirmation date is present, resulting in the total number of confirmed bookings.  

*This measure helps track the number of bookings that have been officially finalized and confirmed.  
|-
| 5 - Converted Bookings  ||Formula: 
<pre>Converted_Bookings =   

CALCULATE (  
COUNTROWS (quotations),  
USERELATIONSHIP (DimDate [Date], quotations[booked_at]), // Temporarily activate the relationship with booked_at  

    (NOT (ISBLANK (quotations[quoted_at])) || NOT (ISBLANK (quotations[pre_quoted_at]))) &&   

    NOT (ISBLANK (quotations[booked_at]))  

) </pre> 
|| The Converted Bookings formula calculates the total number of quotations that successfully converted into bookings: 

*The formula ensures that a booking is only counted if: 

*The quotation was either quoted (quoted_at) or pre-quoted (pre_quoted_at). 

*The quotation was successfully converted into a booking (booked_at).  
|-
| 6 - Direct Booking  ||Formula: 
<pre>Direct_Booking =  CALCULATE (  
COUNTROWS (quotations),  

USERELATIONSHIP (DimDate [Date], quotations[booked_at]),   

ISBLANK (quotations[quoted_at]),  

ISBLANK (quotations[pre_quoted_at]),  

NOT (ISBLANK (quotations[booked_at]))  

)</pre>  
|| This measure counts the total number of bookings that were made without going through a quote or prequote process. Here's how it works:  

*Activates the booking date relationship: It temporarily uses the relationship between the DimDate table and the booked_at column to filter the data by the selected time range.  

*Checks for no quotes or prequotes: It ensures that:  

*The quoted_at column is blank (no quote was created).  

*The pre_quoted_at column is blank (no prequote was created).  

*Confirms the booking: It verifies that the booked_at column is not blank, meaning a booking was finalized.  

*Counts the rows: After applying these conditions, it counts the rows that meet the criteria.  
|-
| 7 - Conversion Rate  ||<pre>Conversion Rate = DIVIDE([Converted_Bookings], [Total_Quotes],0) </pre> 
 ||This measure calculates the conversion rate, which shows the percentage of quotes that were successfully converted into bookings. Here's how it works: 

 

*Numerator - Converted Bookings: It takes the total number of Converted Bookings, which are bookings that originated from quotes or prequotes and were successfully booked.  

*Denominator - Total Quotes: It divides by the total number of Total Quotes, which represents all the quotes created.  

*DIVIDE Function: The DIVIDE function performs the division and ensures that if the denominator (Total Quotes) is zero, it will return a result of 0 instead of an error. This handles cases where no quotes were created. 

Purpose 

This measure helps track how effectively quotes are being turned into actual bookings. A higher conversion rate indicates a better success rate in converting quotes into bookings.  
|-
| 8 
 
||a.    CW booking   
<pre>CW_Booking =   
CALCULATE (  

SUM (quotations[chargeable_weight]),  

NOT (ISBLANK (quotations[booked_at])),  

USERELATIONSHIP (DimDate [Date], quotations[booked_at]) )</pre> 
 || 
*Sum of chargeable weight: It sums the values from the chargeable_weight column in the quotations table, representing the total weight of items for bookings.  

*Checks for a valid booking: It ensures that only rows where the booked_at column is not blank are included. This means it only considers rows where a booking has been made.  

*Uses the date relationship: It activates the relationship between the DimDate table and the booked_at column to filter the bookings based on the selected date range.  

Purpose  

This measure helps you track the total chargeable weight for all bookings within a specific date range.  
|-
|  || b. GW Booking   
<pre>GW Booking = 
CALCULATE (  
SUM (quotations[gross_weight]),  

NOT (ISBLANK (quotations[booked_at])),  

USERELATIONSHIP (DimDate [Date], quotations[booked_at])) </pre>
|| 
*Sum of gross weight: It sums the values from the gross_weight column in the quotations table, representing the total weight of items for bookings, including any packaging or additional weight.  

*Checks for a valid booking: It ensures that only rows where the booked_at column is not blank are included. This means it only considers rows where a booking has been successfully made.  

*Uses the date relationship: It activates the relationship between the DimDate table and the booked_at column, ensuring that the data is filtered according to the selected time range in the report.  

Purpose  

This measure helps track the total gross weight of all bookings within a specific date range.  
|-
| || c. CW Quote <pre>CW_Quote =   
CALCULATE (  

 SUM (quotations[chargeable_weight]),  

NOT (ISBLANK (quotations[quoted_at])),  
USERELATIONSHIP (DimDate [Date], quotations[quoted_at])) </pre>
|| 
*Sum of chargeable weight: It sums the values from the chargeable_weight column in the quotations table, representing the total chargeable weight for the items being quoted.  

*Checks for a valid quote: It ensures that only rows where the quoted_at column is not blank are included. This means it only considers rows where a quotation has been provided.  

*Uses the date relationship: It activates the relationship between the DimDate table and the quoted_at column to filter the quotations based on the selected date range in the report. 

Purpose 

This measure helps you track the total chargeable weight for all quotations within a specific date range  
|-
|  ||d. GW Quote.    
<pre>GW Quote =   
CALCULATE (  

SUM (quotations[gross_weight]),  
NOT (ISBLANK (quotations[quoted_at])),  
USERELATIONSHIP (DimDate [Date], quotations[quoted_at]))</pre>  
 || 
*Sum of gross weight: It sums the values from the gross_weight column in the quotations table, representing the total weight of items in the quotations, including packaging and any additional weight.  

*Checks for a valid quote: It ensures that only rows where the quoted_at column is not blank are included. This means it only considers rows where a quotation has been provided  
|-
| 9 - Total  ||Formula: 

<pre>Total = [Won] + [Lost] + [Pending]</pre> 
 || The Total measure calculates the total count of quotations based on the sum of Won, Lost, and Pending quotations.  
|-
| 10 - Won ||  Formula: 

  

<pre>Won =   

CALCULATE (  

    COUNTROWS (quotations),  

    quotations[spotrate] = 1 && quotations [Booking_categories] = "Direct Booking"  

) </pre>  
|| This measure counts the number of "Direct Bookings" where the SpotRate is 1, indicating a successful booking conversion.  
|-
| 11 - Conversion Rate. || Formula: 

<pre>Conversion Rate(spotrate) = DIVIDE([Won], [Total],0)  </pre>
 || This measure calculates the conversion rate for SpotRate, which is the ratio of  Won bookings to Total quotations  
|-
| 12 || || This table shows the chargeable weight breakdown across Total Bookings, Total Quotes, Direct Bookings, Converted Bookings, and Conversion Rate
|-
| 13 || || This table displays the tasks completed by the user, including Total Bookings, Total Quotes, Direct Bookings, Converted Bookings, and the Conversion Rate. 
|-
| 14 || || Clustered bar chart breakdown total booking by customers.
|-
| 15 || || The clustered bar chart breakdown total booking by Service
|-
| 16 || || The clustered bar chart breakdown total bookings by Teams. 
|}