Quotes Overview (W+M) - Revision history

Hendry.mwamburi: /* Calculations */

2025-11-27T11:17:40Z

Calculations

← Older revision		Revision as of 13:17, 27 November 2025
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	NOT ISBLANK(Quotation[quoted_at]),		NOT ISBLANK(Quotation[quoted_at]),
	Quotation[type] =8),0)</pre>\|\| This measure calculates the number of unique <code>Origin _ Destination</code> entries from the <code>Quotation</code> table where a quotation has been provided (<code>quoted_at</code> is not blank) and the quotation <code>type</code> equals 8. If no such entries exist, the measure returns 0.		Quotation[type] =8),0)</pre>\|\| This measure calculates the number of unique <code>Origin _ Destination</code> entries from the <code>Quotation</code> table where a quotation has been provided (<code>quoted_at</code> is not blank) and the quotation <code>type</code> equals 8. If no such entries exist, the measure returns 0.
	\|-
	~~\| TBC \|\|<pre>TBC</pre>\|\| TBC~~
	\|-
	~~\| TBC \|\|<pre>TBC</pre>\|\| TBC~~
	\|}		\|}

2025-11-27T11:16:55Z

Calculations

← Older revision		Revision as of 13:16, 27 November 2025
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	DISTINCTCOUNT(Quotation[Origin _ Destination]),		DISTINCTCOUNT(Quotation[Origin _ Destination]),
	NOT ISBLANK(Quotation[quoted_at]),		NOT ISBLANK(Quotation[quoted_at]),
	Quotation[type] =8),0)</pre>\|\| ~~TBC~~		Quotation[type] =8),0)</pre>\|\| This measure calculates the number of unique <code>Origin _ Destination</code> entries from the <code>Quotation</code> table where a quotation has been provided (<code>quoted_at</code> is not blank) and the quotation <code>type</code> equals 8. If no such entries exist, the measure returns 0.
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-11-27T11:15:49Z

Calculations

← Older revision		Revision as of 13:15, 27 November 2025
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	) </pre>\|\| <code>Margin (%)</code> calculates the profitability percentage of booked or confirmed jobs by comparing revenue against cost.		) </pre>\|\| <code>Margin (%)</code> calculates the profitability percentage of booked or confirmed jobs by comparing revenue against cost.
	\|-		\|-
	\| ~~TBC~~ \|\|<pre>~~TBC~~</pre>\|\| TBC		\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =
			COALESCE(
			CALCULATE(
			DISTINCTCOUNT(Quotation[Origin _ Destination]),
			NOT ISBLANK(Quotation[quoted_at]),
			Quotation[type] =8),0)</pre>\|\| TBC
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-11-26T13:35:06Z

Calculations

← Older revision		Revision as of 15:35, 26 November 2025
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	NOT ISBLANK(Quotation[quoted_at])),0)</pre>\|\| <code>Revenue Quoted (EUR)</code> calculates the total quoted revenue in euros for all valid quotes.		NOT ISBLANK(Quotation[quoted_at])),0)</pre>\|\| <code>Revenue Quoted (EUR)</code> calculates the total quoted revenue in euros for all valid quotes.
	\|-		\|-
	\| ~~TBC~~ \|\|<pre>~~TBC~~</pre>\|\| ~~TBC~~		\| Total Margin% \|\|<pre>Margin (%) =
			DIVIDE(
			[Total Revenue (EUR Booked or Confirmed)] - [Total Cost (EUR booked or confirmed)],
			[Total Revenue (EUR Booked or Confirmed)],
			0
			) </pre>\|\| <code>Margin (%)</code> calculates the profitability percentage of booked or confirmed jobs by comparing revenue against cost.
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-11-26T13:17:33Z

Calculations

← Older revision		Revision as of 15:17, 26 November 2025
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	Quotation[type]=8),0)</pre>\|\| <code>Chargeable_Weight Quoted (kg)</code> calculates the total chargeable weight, in kilograms, associated with all valid quoted shipments.		Quotation[type]=8),0)</pre>\|\| <code>Chargeable_Weight Quoted (kg)</code> calculates the total chargeable weight, in kilograms, associated with all valid quoted shipments.
	\|-		\|-
	\| ~~TBC~~ \|\|<pre>~~TBC~~</pre>\|\| ~~TBC~~		\| Total Revenue quoted in euro \|\|<pre>Revenue Quoted EUR =
			COALESCE(
			CALCULATE(
			SUM('Quotation'[reporting_db quote_revenue.Quoted_customer_invoice_currency_sell_total_Euro]),
			NOT ISBLANK(Quotation[quoted_at])),0)</pre>\|\| <code>Revenue Quoted (EUR)</code> calculates the total quoted revenue in euros for all valid quotes.
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-11-26T13:14:47Z

Calculations

← Older revision		Revision as of 15:14, 26 November 2025
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	),0)</pre>\|\| <code>Direct BookingB</code> measures the number of unique quotes that were directly converted into bookings. These are cases where a quote was issued and subsequently booked without being lost or deleted.		),0)</pre>\|\| <code>Direct BookingB</code> measures the number of unique quotes that were directly converted into bookings. These are cases where a quote was issued and subsequently booked without being lost or deleted.
	\|-		\|-
	\| ~~TBC~~ \|\|<pre>~~TBC~~</pre>\|\| ~~TBC~~		\| Chargeable weight quoted in kg \|\|<pre>Chargeable_Weight quoted kg =
			COALESCE(
			CALCULATE(
			SUM(Quotation[chargeable_weight_kg]),
			NOT ISBLANK(Quotation[quoted_at]),
			Quotation[type]=8),0)</pre>\|\| <code>Chargeable_Weight Quoted (kg)</code> calculates the total chargeable weight, in kilograms, associated with all valid quoted shipments.
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-11-26T13:12:52Z

Calculations

← Older revision		Revision as of 15:12, 26 November 2025
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	,0)</pre>\|\| The formula calculates the conversion rates of quotes showing quotes that successfully resulted in booked or confirmed bookings.		,0)</pre>\|\| The formula calculates the conversion rates of quotes showing quotes that successfully resulted in booked or confirmed bookings.
	\|-		\|-
	\| ~~TBC~~ \|\|<pre>~~TBC~~</pre>\|\| ~~TBC~~		\| Direct Booking \|\|<pre>Direct Booking =
			COALESCE(
			CALCULATE(
			DISTINCTCOUNT(Quotation[id]),
			NOT ISBLANK(Quotation[quoted_at]),
			NOT ISBLANK(Quotation[booked_at]),
			Quotation[type] = 8
			),0)</pre>\|\| <code>Direct BookingB</code> measures the number of unique quotes that were directly converted into bookings. These are cases where a quote was issued and subsequently booked without being lost or deleted.
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-11-26T12:51:19Z

Calculations

← Older revision		Revision as of 14:51, 26 November 2025
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	RETURN DIVIDE(ConvertedBookings, TotalQuotes, 0)		RETURN DIVIDE(ConvertedBookings, TotalQuotes, 0)
	,0)</pre>\|\| ~~TBC~~		,0)</pre>\|\| The formula calculates the conversion rates of quotes showing quotes that successfully resulted in booked or confirmed bookings.
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-11-26T12:47:53Z

Calculations

@@ Line 181: / Line 181: @@
 If no records match these conditions, the measure returns '''0'''.
 |-
-| TBC ||<pre>TBC</pre>|| TBC
+| Won Quote % ||<pre>Won Quote24 % =
 |-
 | TBC ||<pre>TBC</pre>|| TBC

2025-11-26T12:46:44Z

Calculations

← Older revision		Revision as of 14:46, 26 November 2025
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	NOT ISBLANK(Quotation[quoted_at])&&		NOT ISBLANK(Quotation[quoted_at])&&
	NOT ISBLANK(Quotation[id]),		NOT ISBLANK(Quotation[id]),
	Quotation[type]=8),0)</pre>\|\| Calculates the number of unique customers who received at least one valid quote.		Quotation[type]=8),0)</pre>\|\| Calculates the number of unique customers who received at least one valid quote
	~~'''Logic'''~~

	The measure counts distinct <code>Quotation[customer_id]</code> values where all of the following conditions are met:		The measure counts distinct <code>Quotation[customer_id]</code> values where all of the following conditions are met: