Quotes Summary (W+M): Difference between revisions
| Line 24: | Line 24: | ||
| Routes|| Filter the quotations by origin destination route pair | | Routes|| Filter the quotations by origin destination route pair | ||
|- | |- | ||
| | | Customer || Filter the quotations by customer name | ||
|- | |- | ||
| | | Weekly/Monthly Button|| Enables users to switch between weekly and monthly | ||
|} | |} | ||
Revision as of 12:37, 27 November 2025
Summary
This page provides a comprehensive historical overview of quotes (type = 8), excluding lost and deleted jobs, aggregated on a weekly and monthly basis. It highlights key business KPIs, including:
- Total quotes
- Number of customers
- Percentage of won quotes
- Quoted gross profit
- Total quoted sell value (local currency)
- Total quoted revenue (local currency)
- Chargeable weight
- Revenue
- Gross profit
- Routes
- Margin
This report serves as a central reference for monitoring quotation performance and evaluating business trends over time.
Filters
| Filter | Description |
|---|---|
| Routes | Filter the quotations by origin destination route pair |
| Customer | Filter the quotations by customer name |
| Weekly/Monthly Button | Enables users to switch between weekly and monthly |
Data Transformation Applied
[To be added]
| Query | Calculations | Description |
|---|---|---|
Calculations
| Reference | Calculation | Description |
|---|---|---|
| TBC | TBC |
TBC |