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Quotations Extract

From PBI Reporting Wiki

『WORK IN PROGRESS - NOT COMPLETE』

Overview

Captures all job-related data from QMS, including every stage of the shipment lifecycle—from pre-quotes and formal quotations to bookings and automation sync events. This extract offers a complete view of how a job progresses through the system, making it ideal for tracking and analyzing conversion rates, booking efficiency, and automation coverage. Users can leverage this data to monitor performance, identify trends in quoting and booking behavior, and gain insight into the timing and effectiveness of automation within the booking process.

Extract Data

Existing Extract (Kept Columns)

Column Description
quotation_id
brand
customer_D365_code
origin_airport
destination_airport
product
customer_name
cargo_available_date
volumetric_weight
gross_weight
chargeable_weight
total_pieces
total_volume
carrier_name
site_name
deleted_at
cancelled
lost
lost_reason
spot_rate
commodity_description
margin_value
commission_value
WFCProductCode
automated_created

Existing Extract (New Columns)

Column Description
length_unit
weight_unit
master_airwaybill
deleted_reasons
is_booking_request
type
group_type
automated_created_count
schedule_auto_update
schedule_auto_amount
sanction_id
rebook_count
pre_quoted_at
quoted_at
booked_at
confirmed_at
total_sell
total_cost
total_sell_rate
total_cost_rate
total_sell_currency
total_cost_currency
hazardous_goods
cargo_only
spotrate
customer_id
flag_promo

Example Calculations

Removed Columns

Here you will see the columns that have been removed from the export that existed prior to the new version being released.

Column Description
entity_name
customer_id
hos_quote_reference
quote_creation_date
carrier_deleted
carrier_parent_id
customer_deleted_at
carrier_site
status
HasPrequote
HasQuote
HasBooking
currency
total_cost_value
total_sale_value
average_buy_rate
average_sell_rate
automated_cancel