Pre-quote Report - Revision history

Stanley.songok: /* Calculations */

2025-06-17T13:07:55Z

Calculations

← Older revision		Revision as of 15:07, 17 June 2025
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	\| 2.Table breakdown By Total Pre quotes\|\|Formula:		\| 2.Table breakdown By 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> \|\|The table breaks down Total pre quotes, Deleted Incorrect Pre quotes and Accuracy.		<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre>
			\|\|The table breaks down Total pre quotes, Deleted Incorrect Pre quotes and Accuracy.
	\|-		\|-
	\| 3.Total Pre quotes By time\|\| Formula:		\| 3.Total Pre quotes By time\|\| Formula:

Stanley.songok: /* Calculations */

2025-06-17T13:05:20Z

Calculations

← Older revision		Revision as of 15:05, 17 June 2025
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	\| 2.Table breakdown By Total Pre quotes\|\|Formula:		\| 2.Table breakdown By 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> \|\|The table breaks down Total pre quotes, Deleted Incorrect Pre quotes and Accuracy.		<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre> \|\|The table breaks down Total pre quotes, Deleted Incorrect Pre quotes and Accuracy.
	\|-		\|-
	\| 3.Total Pre quotes By time\|\| Formula:		\| 3.Total Pre quotes By time\|\| Formula:

Stanley.songok: /* Calculations */

2025-06-17T13:03:52Z

Calculations

← Older revision		Revision as of 15:03, 17 June 2025
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	\| 2.Table breakdown By Total Pre quotes\|\|Formula:		\| 2.Table breakdown By 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> \|\| The table breaks down Total pre quotes, Deleted Incorrect Pre quotes and Accuracy.		<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre> \|\|The table breaks down Total pre quotes, Deleted Incorrect Pre quotes and Accuracy.
	\|-		\|-
	\| 3.Total Pre quotes By time\|\| Formula:		\| 3.Total Pre quotes By time\|\| Formula:

Stanley.songok: /* Calculations */

2025-06-17T13:02:56Z

Calculations

← Older revision		Revision as of 15:02, 17 June 2025
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	\| 1.Total Prequotes By Month \|\|Formula:		\| 1.Total Prequotes By Month \|\|Formula:
	<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre>\|\|The Clustered bar chart breaks down the prequote by Month.		<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre>
			\|\|The Clustered bar chart breaks down the prequote by Month.
	\|-		\|-
	\| 2.Table breakdown By Total Pre quotes\|\|Formula:		\| 2.Table breakdown By Total Pre quotes\|\|Formula:
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	\| 3.Total Pre quotes By time\|\| Formula:		\| 3.Total Pre quotes By time\|\| Formula:
	<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre>\|\| The table breaks down pre quotes created over Time by Mailbox		<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre>
			\|\|The table breaks down pre quotes created over Time by Mailbox
	\|-		\|-
	\| 4.Total Deleted Prequotes\|\|		\| 4.Total Deleted Prequotes\|\|
	Formula:		Formula:
	<pre>Total Deleted Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), NOT(ISBLANK(quotations[deleted_at])) ) + 0 </pre> \|\| The table breaks down Delete Reasons by total deleted pre quotes		<pre>Total Deleted Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), NOT(ISBLANK(quotations[deleted_at])) ) + 0 </pre>
			\|\| The table breaks down Delete Reasons by total deleted pre quotes
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	\| 5.		\| 5.

Stanley.songok: /* Calculations */

2025-06-17T13:01:48Z

Calculations

← Older revision		Revision as of 15:01, 17 June 2025
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	!Description		!Description
	\|-		\|-
	\|		\| 1.Total Prequotes By Month \|\|Formula:
			<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre>\|\|The Clustered bar chart breaks down the prequote by Month.
	\|-		\|-
	\| 1. \|\| \|\|The ~~Clustered bar chart~~ breaks down ~~the prequote by Month~~.		\| 2.Table breakdown By 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> \|\| The table breaks down Total pre quotes, Deleted Incorrect Pre quotes and Accuracy.
	\|-		\|-
	\|		\| 3.Total Pre quotes By time\|\| Formula:
			<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0 </pre>\|\| The table breaks down pre quotes created over Time by Mailbox
	\|-		\|-
	\| 2.~~\|\| \|\| The table breaks down~~ Total ~~pre quotes,~~ Deleted ~~Incorrect Pre quotes and Accuracy.~~		\| 4.Total Deleted Prequotes\|\|
	\|-		Formula:
	\|		<pre>Total Deleted Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), NOT(ISBLANK(quotations[deleted_at])) ) + 0 </pre> \|\| The table breaks down Delete Reasons by total deleted pre quotes
	\|-
	~~\| 3.\|\| \|\| The table breaks down~~ pre ~~quotes created over Time by Mailbox~~
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	\|
	\|-
	~~\| 4.\|\|~~ \|\| The table breaks down Delete Reasons by total deleted pre quotes

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	\|
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	\| 5.		\| 5.
	Total Pre quotes		Total Pre quotes
	\|\|Formula:		\|\|Formula:
	Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0		<pre>Total Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])) ) + 0</pre>
	\|\|		\|\|
	*Counts the number of prequotes: It counts the rows in the quotations table where the pre_quoted_at column is not blank, indicating a valid prequote.		*Counts the number of prequotes: It counts the rows in the quotations table where the pre_quoted_at column is not blank, indicating a valid prequote.
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	This measure helps track the total number of prequotes within a specific date range, providing insights into the total number of prequotes made.		This measure helps track the total number of prequotes within a specific date range, providing insights into the total number of prequotes made.
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	\|
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	\| 6. Lost Pre quotes\|\|Formula:		\| 6. Lost Pre quotes\|\|Formula:
	Total Lost Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), NOT(ISBLANK(quotations[lost_at])) ) + 0		<pre>Total Lost Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), NOT(ISBLANK(quotations[lost_at])) ) + 0 </pre>
	\|\|		\|\|
	*Counts the number of lost prequotes: It counts the rows in the quotations table where the pre_quoted_at column is not blank (indicating a valid prequote), and the lost_at column is not blank, indicating that the prequote has been lost.		*Counts the number of lost prequotes: It counts the rows in the quotations table where the pre_quoted_at column is not blank (indicating a valid prequote), and the lost_at column is not blank, indicating that the prequote has been lost.
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	This measure helps track the total number of lost prequotes within a specific date range.		This measure helps track the total number of lost prequotes within a specific date range.
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	\|
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	\| 7.Deleted pre quotes\|\|Formula:		\| 7.Deleted pre quotes\|\|Formula:
	Total Deleted Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), NOT(ISBLANK(quotations[deleted_at])) ) + 0		<pre>Total Deleted Prequotes = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), NOT(ISBLANK(quotations[deleted_at])) ) + 0 </pre>
	\|\|		\|\|
	*Counts the number of deleted prequotes: It counts the rows in the quotations table where the pre_quoted_at column is not blank (indicating a valid prequote), and the deleted_at column is not blank, indicating that the prequote has been deleted.		*Counts the number of deleted prequotes: It counts the rows in the quotations table where the pre_quoted_at column is not blank (indicating a valid prequote), and the deleted_at column is not blank, indicating that the prequote has been deleted.
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	This measure helps track the total number of deleted prequotes within a specific date range, providing insights into the volume of prequotes that were removed		This measure helps track the total number of deleted prequotes within a specific date range, providing insights into the volume of prequotes that were removed
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	\|		\| 8.Pre quote to bookings\|\| <pre>Total Pre-quote to Converted =
	\|-
	\| 8.Pre quote to bookings\|\| Total Pre-quote to Converted =

	CALCULATE(		CALCULATE(
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	quotations[Booking_categories] = "Pre-quote to Booking"		quotations[Booking_categories] = "Pre-quote to Booking"

	) + 0		) + 0 </pre>
	\|\|		\|\|
	*Counts the number of prequotes converted to bookings: It counts the rows in the quotations table where the Booking_categories column equals "Pre-quote to Booking," indicating that the prequote has been successfully converted into a booking.		*Counts the number of prequotes converted to bookings: It counts the rows in the quotations table where the Booking_categories column equals "Pre-quote to Booking," indicating that the prequote has been successfully converted into a booking.
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	This measure helps track the total number of prequotes that have successfully been converted into bookings, providing insights into the conversion rate of prequotes to actual bookings.		This measure helps track the total number of prequotes that have successfully been converted into bookings, providing insights into the conversion rate of prequotes to actual bookings.
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	\|
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	\| 9. Incorrect prequote\|\|Formula:		\| 9. Incorrect prequote\|\|Formula:

	Total Prequotes with IQ = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), quotations[delete_reasons] = "IQ" )		<pre>Total Prequotes with IQ = CALCULATE( COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at])), quotations[delete_reasons] = "IQ" ) </pre>
	\|\|		\|\|
	*counts prequotes with "IQ" delete reason: It counts the rows in the quotations table where the pre_quoted_at column is not blank (indicating a valid prequote), and the delete_reasons column equals "IQ," indicating that the prequote was deleted due to an incorrect quotation.		*counts prequotes with "IQ" delete reason: It counts the rows in the quotations table where the pre_quoted_at column is not blank (indicating a valid prequote), and the delete_reasons column equals "IQ," indicating that the prequote was deleted due to an incorrect quotation.
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	This measure helps track the total number of prequotes with the "IQ" delete reason, providing insights into the volume of prequotes that were deleted due to IQ-related issues.		This measure helps track the total number of prequotes with the "IQ" delete reason, providing insights into the volume of prequotes that were deleted due to IQ-related issues.
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	\|
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	\| 10.Prequote conversion		\| 10.Prequote conversion
	\|\| Formula:		\|\| Formula:

	Prequote Conversion =		<pre>Prequote Conversion =

	DIVIDE([Total Pre-quote to Converted], [Total Prequotes])		DIVIDE([Total Pre-quote to Converted], [Total Prequotes]) </pre>

	\|\|		\|\|

Stanley.songok: /* Filters */

2025-06-17T12:50:11Z

Filters

← Older revision		Revision as of 14:50, 17 June 2025
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	! style="width: 75%;" \|Description		! style="width: 75%;" \|Description
	\|-		\|-
	\|~~TBC~~		\|Database\|\|If you have access to multiple entity databases, you can filter and select specific ones.
	\|~~TBC~~		\|-
			\|Year\|\|Allow you to select the year
			\|-
			\|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.
			\|-
			\|Date Filter\|\|Displays only jobs created within the specified date range
	\|}		\|}

Stanley.songok: /* Summary */

2025-06-17T12:42:58Z

Summary

← Older revision		Revision as of 14:42, 17 June 2025
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	== Summary ==		== Summary ==
	~~TBC~~		This is a report that shows you a breakdown of the pre quoted, which were lost and which were turned into quotes or bookings.

	== Filters ==		== Filters ==

Stanley.songok at 12:26, 29 May 2025

2025-05-29T12:26:20Z

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David.weller: Created page with "== Summary == TBC == Filters == {| class="wikitable" |+ ! style="width: 25%;" |Filter ! style="width: 75%;" |Description |- |TBC |TBC |} == Calculations == 800x800px {| class="wikitable" |+ !Reference !Calculation !Description |- | | | |}"

2025-05-27T14:39:35Z

Created page with "== Summary == TBC == Filters == {| class="wikitable" |+ ! style="width: 25%;" |Filter ! style="width: 75%;" |Description |- |TBC |TBC |} == Calculations == none|thumb|800x800px {| class="wikitable" |+ !Reference !Calculation !Description |- | | | |}"

New page

== Summary ==
TBC

== Filters ==
{| class="wikitable"
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! style="width: 25%;" |Filter
! style="width: 75%;" |Description
|-
|TBC
|TBC
|}

== Calculations ==
[[File:M&W PREQUOTE REPORT.png|none|thumb|800x800px]]
{| class="wikitable"
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!Reference
!Calculation
!Description
|-
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|}