Quote & Bookings Summary Dashboard 2 - Revision history

Stanley.songok at 08:18, 17 June 2025

2025-06-17T08:18:30Z

← Older revision		Revision as of 10:18, 17 June 2025
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	NOT (ISBLANK (quotations[booked_at])),		NOT (ISBLANK (quotations[booked_at])),
	USERELATIONSHIP (DimDate [Date], quotations[booked_at])) </pre>		USERELATIONSHIP (DimDate [Date], quotations[booked_at])) </pre>
	iii. CW Quote		iii. CW Quote
	<pre>CW_Quote =		<pre>CW_Quote =

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	NOT (ISBLANK (quotations[quoted_at])),		NOT (ISBLANK (quotations[quoted_at])),
	USERELATIONSHIP (DimDate [Date], quotations[quoted_at]))  </pre>		USERELATIONSHIP (DimDate [Date], quotations[quoted_at]))  </pre>
	iv. GW Quote		iv. GW Quote
	<pre>GW Quote =		<pre>GW Quote =

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	This measure helps track the total gross weight of all bookings within a specific date range.		This measure helps track the total gross weight of all bookings within a specific date range.
	iii. CW Quote
			iii. CW Quote

	*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.		*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.

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	This measure helps you track the total chargeable weight for all quotations within a specific date range.		This measure helps you track the total chargeable weight for all quotations within a specific date range.
	iv. W Quote.
			iv. W Quote.
	*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.		*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.

Stanley.songok at 08:17, 17 June 2025

2025-06-17T08:17:13Z

← Older revision		Revision as of 10:17, 17 June 2025
Line 230:		Line 230:

	This measure helps track the total gross weight of all bookings within a specific date range.		This measure helps track the total gross weight of all bookings within a specific date range.
	iii. CW Quote		iii. CW Quote
	*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.		*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.

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	This measure helps you track the total chargeable weight for all quotations within a specific date range.		This measure helps you track the total chargeable weight for all quotations within a specific date range.
	iv. W Quote.		iv. W Quote.
	*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.		*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.

Stanley.songok at 08:15, 17 June 2025

2025-06-17T08:15:21Z

← Older revision		Revision as of 10:15, 17 June 2025
Line 190:		Line 190:
	NOT (ISBLANK (quotations[booked_at])),		NOT (ISBLANK (quotations[booked_at])),
	USERELATIONSHIP (DimDate [Date], quotations[booked_at])) </pre>		USERELATIONSHIP (DimDate [Date], quotations[booked_at])) </pre>
	iii. CW Quote		iii. CW Quote
	<pre>CW_Quote =		<pre>CW_Quote =

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	NOT (ISBLANK (quotations[quoted_at])),		NOT (ISBLANK (quotations[quoted_at])),
	USERELATIONSHIP (DimDate [Date], quotations[quoted_at]))  </pre>		USERELATIONSHIP (DimDate [Date], quotations[quoted_at]))  </pre>
	iv. GW Quote		iv. GW Quote
	<pre>GW Quote =		<pre>GW Quote =

Stanley.songok at 08:13, 17 June 2025

2025-06-17T08:13:33Z

@@ Line 184: / Line 184: @@
  <pre>GW Booking =
-                                 CALCULATE (
+   CALCULATE (
-                                 SUM (quotations[gross_weight]),
+  SUM (quotations[gross_weight]),
-                              NOT (ISBLANK (quotations[booked_at])),
+ NOT (ISBLANK (quotations[booked_at])),
-                                USERELATIONSHIP (DimDate [Date], quotations[booked_at])) </pre>
+  CALCULATE (
-||
 |-
 | 9 - Total  ||Formula:

Stanley.songok at 07:57, 17 June 2025

2025-06-17T07:57:38Z

@@ Line 176: / Line 176: @@
 |-
 | 8
-||a. CW booking
+||i. CW booking
 <pre>CW_Booking =
   CALCULATE (SUM (quotations[chargeable_weight]),
 NOT (ISBLANK (quotations[booked_at])),
 USERELATIONSHIP (DimDate [Date], quotations[booked_at]) )</pre>
-||
+ii. GW Booking
-*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.
+ <pre>GW Booking =
-*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.
+                                 CALCULATE (
-*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.
+                                 SUM (quotations[gross_weight]),
                               NOT (ISBLANK (quotations[booked_at])),
                                 USERELATIONSHIP (DimDate [Date], quotations[booked_at])) </pre>
-  ||
+||
 |-
 | 9 - Total  ||Formula:

Stanley.songok at 12:43, 16 June 2025

2025-06-16T12:43:48Z

@@ Line 279: / Line 279: @@
 ) </pre> || The clustered bar chart breakdown total booking by Service
 |-
-| 13 || || This clustered bar chart provides a breakdown of key booking and quotation metrics by year and month. It helps track trends over time and analyze seasonal fluctuations in bookings and conversions.
+| 13 ||<pre>Converted_Bookings =
 |-
-| 14 || || This clustered column chart provides a detailed breakdown of total quotes categorized by loss reasons.  Identify the most frequent reasons for losing potential bookings.
+| 14 || <pre>Total Quotes =
 |-
-| 15 || || The clustered bar chart provides a detailed breakdown of Total Bookings categorized by Customer.
+| 15 ||<pre>Total Bookings =
 |}

Stanley.songok at 12:38, 16 June 2025

2025-06-16T12:38:03Z

← Older revision		Revision as of 14:38, 16 June 2025
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	\|\| This measure calculates the conversion rate for SpotRate, which is the ratio of Won bookings to Total quotations.		\|\| This measure calculates the conversion rate for SpotRate, which is the ratio of Won bookings to Total quotations.
	\|-		\|-
	\| 12 \|\| \|\| The clustered bar chart breakdown total booking by Service		\| 12. Total Bookings By Service \|\| <pre>Total Bookings =

			CALCULATE (

			COUNTROWS (quotations),

			NOT (ISBLANK (quotations [booked_at])),

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

			) </pre> \|\| The clustered bar chart breakdown total booking by Service
	\|-		\|-
	\| 13 \|\| \|\| This clustered bar chart provides a breakdown of key booking and quotation metrics by year and month. It helps track trends over time and analyze seasonal fluctuations in bookings and conversions.		\| 13 \|\| \|\| This clustered bar chart provides a breakdown of key booking and quotation metrics by year and month. It helps track trends over time and analyze seasonal fluctuations in bookings and conversions.

Stanley.songok at 12:24, 16 June 2025

2025-06-16T12:24:54Z

Show changes

Stanley.songok: /* Filters */

2025-06-16T12:07:53Z

Filters

← Older revision		Revision as of 14:07, 16 June 2025
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	\|-		\|-
	\|Database \|\|If you have access to multiple entity databases, you can filter and select specific ones.		\|Database \|\|If you have access to multiple entity databases, you can filter and select specific ones.

	\|-		\|-
	\|Hide Lost/Deleted \|\|Hides lost or deleted jobs from the report.		\|Hide Lost/Deleted \|\|Hides lost or deleted jobs from the report.

	\|-		\|-
	\|Site \|\|Allows you to filter and focus on specific sites within your entity access..		\|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.		\|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.		\|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.		\|Origin \|\|Filters jobs based on their origin location.

	\|-		\|-
	\|Destination \|\|Filters jobs based on their destination location.		\|Destination \|\|Filters jobs based on their destination location.


	\|-		\|-
	\|Date Filter \|\|Displays only jobs created within the specified date range.		\|Date Filter \|\|Displays only jobs created within the specified date range.

Stanley.songok: /* Filters */

2025-06-16T12:06:07Z

Filters

← Older revision		Revision as of 14:06, 16 June 2025
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	\|-		\|-
	\|Database \|\|If you have access to multiple entity databases, you can filter and select specific ones.		\|Database \|\|If you have access to multiple entity databases, you can filter and select specific ones.
	\|
	\|-		\|-
	\|Hide Lost/Deleted \|\|Hides lost or deleted jobs from the report.		\|Hide Lost/Deleted \|\|Hides lost or deleted jobs from the report.
	\|
	\|-		\|-
	\|Site \|\|Allows you to filter and focus on specific sites within your entity access..		\|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.		\|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.		\|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.		\|Origin \|\|Filters jobs based on their origin location.
	\|
	\|
	\|-		\|-
	\|Destination \|\|Filters jobs based on their destination location.		\|Destination \|\|Filters jobs based on their destination location.
	\|
	\|
	\|-		\|-
	\|Date Filter \|\|Displays only jobs created within the specified date range.		\|Date Filter \|\|Displays only jobs created within the specified date range.
	\|		\|}
	}

	== Calculations ==		== Calculations ==