Quotes Summary (W+M)

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
Quote revenue from reporting database	SELECT * FROM reporting_db_quote_revenue	The query retrieves data from the quote revenue table in the reporting database.
Quotation table	SELECT    q.id,    q.booked_at,    q.confirmed_at,    q.quoted_at,    q.pre_quoted_at,    q.created_at,    q.user_id,    q.booking_user_id,    q.lost_reason,    q.customer_id,    q.customer_code,    q.shipper_status,    q.main_carrier_id,    q.deleted_at,    q.lost_at,    q.delete_reasons,    q.chargeable_weight,    q.gross_weight,    q.spotrate,    q.type,    q.schedule_auto_update,    q.automation_created_count,    q.schedule_auto_amount,    q.status,    q.booking_sync_state,    q.cargo_type,    q.house_airwaybill,    q.product,    q.origin,    q.destination,    q.master_airwaybill,    q.hazardous_goods,    q.commodity_description,    q.weight_unit,    q.cargo_only,    CASE        WHEN q.weight_unit = 'lb' THEN ROUND(q.chargeable_weight * 0.453592, 2)        ELSE q.charge_weight    END AS chargeable_weight_kg FROM quotations AS q WHERE q.created_at >= '2024-01-01'   AND q.type = 8   AND q.lost_at IS NULL   AND q.deleted_at IS NULL;	This query retrieves columns from the quotation table and converts the chargeable weight from pounds to kilograms. It filters records where the creation date is on or after 2024 and the type equals 8, excluding lost and deleted entries.
Sites	SELECT id, name FROM sites	This selects site id and name from the site table.
Customer	SELECT id, name FROM customers	This query selects customer id and name from customer table
Users	SELECT id, name FROM users	This query selects User id and name from user table

Calculations

Reference	Calculation	Description
TBC	TBC	TBC