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.
