Jump to content

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.
Date picker Filters by date.

Data Transformation Applied

[To be added]

Query Calculations Description
reporting_db_quote_revenue SELECT * FROM reporting_db_quote_revenue

Calculations

Reference Calculation Description
TBC
TBC
TBC