Quote Report
Analyze quote generation performance: total quotes, conversion rates, average deal size, rejection reasons, and quote aging.
Last updated: 04/14/2026, 10:12 AM
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<h2>Quote Pipeline Analytics</h2>
<p>Query all quotes: quote ID, customer, template, total amount, discount, status (Draft/Sent/Accepted/Rejected/Expired), created date, and validity period. Filter by status, template, or date range. Group by status for pipeline composition, or by sales agent for individual performance. Track quote-to-order conversion rate, average acceptance time, and most common rejection reasons.</p>
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