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Quotes Overview (W+M): Difference between revisions

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|Quote revenue from reporting database
|Quote revenue from reporting database
|SELECT * FROM reporting_db_quote_revenue
|SELECT * FROM reporting_db_quote_revenue
|
|The query retrieve data from quote revenue table in the reporting database.
|}
|}



Revision as of 13:18, 26 November 2025

Summary

This page provides a comprehensive historical overview of quotes (type = 8), excluding lost and deleted jobs, on a weekly and monthly basis. It highlights key business KPIs, including total quotes, converted bookings, quoted customers, won quotes percentage, direct bookings, chargeable weight, revenue, gross profit, routes, and margin.

Filters

Filter Description
Sites filter by site name
Weekly/Monthly Button Enables switching between weekly and monthly values.
Date picker Filters by date.

Data Transformation Applied

[To be added]

Query Calculations Description
Quote revenue from reporting database SELECT * FROM reporting_db_quote_revenue The query retrieve data from quote revenue table in the reporting database.

Calculations

Reference Calculation Description
TBC
TBC
TBC