Quote & Bookings Summary Dashboard

Summary

This page offers a comprehensive overview of all pre-quotes, quotes, and bookings made within the specified date range. The report focuses on weight breaks, providing a detailed analysis of the total Gross Weight and Chargeable Weight. It also includes a breakdown of customers linked to the bookings and the service types utilized. Additionally, the report highlights the reasons for lost bookings, offering valuable insights for further evaluation.

Filters

Filter	Description
Database	If you have access to multiple entity databases, you can filter and select specific ones.
Hide Lost / Deleted	Hides lost or deleted jobs from the report.
Site	Allows you to filter and focus on specific sites within your entity access.
Carrier	Enables filtering by carriers associated with the sites you have access to.
Users	Filters data by specific users. Users will be listed if they have access to the sites you can access.
Origin	Filters jobs based on their origin location.
Destination	Filters jobs based on their destination location.
Date Range	Displays only jobs created within the specified date range.

Calculations

Reference	Calculation	Description
1 - Total Pre-Quotes	Total Prequotes = CALCULATE(COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[pre_quoted_at]), NOT(ISBLANK(quotations[pre_quoted_at]))) + 0	This measure counts the total number of prequotes created. It works by: Checking if a date exists in the `pre_quoted_at` column (i.e., the quote was created). Using the relationship between the `DimDate` table and the `pre_quoted_at` column to filter data for the selected time. Counting the rows that meet these conditions. Ensuring only valid prequotes with a date are included.
2 - Total Quotes	Total Quotes = CALCULATE(COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[quoted_at]), NOT(ISBLANK(quotations[quoted_at])))	This measure counts the total number of finalized quotes created. Here's how it works: Focuses on the quoted date: It checks the `quoted_at` column to find rows where a quote has a valid date (i.e., it was created). Uses the date relationship: It temporarily activates the relationship between the `DimDate` table and the `quoted_at` column to filter data based on the selected date range. Counts the valid quotes: It tallies up all rows where the `quoted_at` date is not blank, giving the total number of quotes. Tracks issued quotes over time: This measure helps track how many official quotes were issued over a given period.
3 -Total Bookings	Formula: Total Bookings =   CALCULATE (  COUNTROWS (quotations),  NOT (ISBLANK (quotations [booked_at])),    USERELATIONSHIP (quotations [booked_at], DimDate [Date]))	This measure counts the total number of bookings made. Here's how it works:  Checks the booking date: It looks at the booked_at column in the quotations table to find rows where a booking date exists (i.e., the quote was successfully booked).  Uses the date relationship: It temporarily activates the relationship between the DimDate table and the booked_at column to filter the bookings based on the selected time range in the report.  Counts the rows: It counts all the rows where a valid booking date is present, giving the total number of bookings.
Ref 3	50 ÷ 5 = 10	Example calculation for division
Ref 3	50 ÷ 5 = 10	Example calculation for division