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Quotes Overview (W+M)

From PBI Reporting Wiki

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.

Data Transformation Applied

[To be added]

Query Calculations Description

Calculations

Reference Calculation Description
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