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Quotes Summary (W+M)

From PBI Reporting Wiki

Summary

This page provides a comprehensive historical overview of quotes (type = 8), excluding lost and deleted jobs, aggregated on a weekly and monthly basis. It highlights key business KPIs, including:

  • Total quotes
  • Number of customers
  • Percentage of won quotes
  • Quoted gross profit
  • Total quoted sell value (local currency)
  • Total quoted revenue (local currency)
  • Chargeable weight
  • Revenue
  • Gross profit
  • Routes
  • Margin

This report serves as a central reference for monitoring quotation performance and evaluating business trends over time.

Filters

Filter Description
Routes Filter the quotations by origin destination route pair

Data Transformation Applied

[To be added]

Query Calculations Description

Calculations

Reference Calculation Description
TBC
TBC
TBC