Quote Reports
Looking for a reliable and efficient way to provide a good quote to your customers? Look no further. Jacktrade offers a streamlined quote process that is designed to build accurate and competitive prices in just minutes. Achieve a 96% satisfaction rate among your customers with the tool you can trust that will help you deliver on our promises and enforce the best service possible for your clients.
Maximize your sales potential and streamline your quote process with our comprehensive quote management platform. Our platform allows you to easily create, manage, and track quotes, while also providing valuable insights into customer behavior and sales performance. With our platform, you'll be able to close more deals faster and with less hassle, resulting in increased revenue and a competitive edge in your industry.
Jacktrade supports a preset library of reports that businesses can choose from and configure their dashboards. There are two types of blocks available in which you can add required reports. Report blocks and KBI blocks can be set into the dashboards and reports based on category and chart type can be added to these blocks.
Following reports, an available and can be configured in the dashboards
Quote Reports - Lists
Lists are simply a list format of reporting represented with data providing a more focused reporting. Here are the lists supported in the Quote module:
|
Function |
Category |
Report Name |
Description |
Specification |
|
Quotes |
Progress |
Most Recent Quotes |
Most young Quotes are based on the age of an Quote from the 'created' date. |
Non-Financial |
|
Quotes |
Progress |
Most Aged Quotes |
Most aged Quotes are based on the age of Quotes from created date. |
Non-Financial |
|
Quotes |
Progress |
Quotes with the Highest Probability of Win |
Quotes with the highest probability of winning. The following fields are shown - Customer name, Amount, Quote Status, and Highest probability of Win. |
Financial |
|
Quotes |
Progress |
Quotes with the lowest Probability of Win |
Quotes with the lowest probability of winning. The following fields are shown - Customer name, Amount, Quote Status, and lowest probability of Win. |
Financial |
|
Quotes |
Interaction |
Future Meetings in Quotes |
List of Meetings scheduled in the future (calculated from the current date) with customer name, Meeting type, Meeting date, and Meeting status. |
Non-Financial |
|
Quotes |
Interaction |
Past Meetings in Quotes |
List of Meetings scheduled in past (calculated from the current date) with customer name, Meeting type, Meeting date, and Meeting status. |
Non-Financial |
|
Quotes |
Interaction |
Expired Meetings in Quotes |
List of Meetings expired with the customer name, Meeting type, Meeting date, and Meeting status. |
Non-Financial |
|
Quotes |
Interaction |
Completed Meetings in Quotes |
List of Meetings completed with customer name, Meeting type, Meeting date, and Meeting hours |
Non-Financial |
|
Quotes |
Productivity |
Most recent Action Items in Quotes |
Most recent action items in Quotes added based on the created date in the active list in entire Quotes |
Non-Financial |
|
Quotes |
Productivity |
Most Aged Actions Items in Quotes |
Most aged action items in Quotes are based on the age of a Quote from created date. |
Non-Financial |
|
Quotes |
Productivity |
Most Recent Action Items with resource attached in Quotes |
Most recent action items in Quotes added based on the created date in the active list in entire Quotes |
Non-Financial |
|
Quotes |
Productivity |
Most Aged Actions Items with resource attached in Quotes |
Most aged action items in Quotes are based on the age of Quotes from created date |
Non-Financial |
|
Quotes |
Productivity |
Most recent focus Action Items in Quotes |
Most recent focus action items in Quotes were added based on created date. |
Non-Financial |
|
Quotes |
Productivity |
Most Aged focus Actions Items in Quotes |
Most aged focus action items in Quotes are based on the age of Quotes from created date. |
Non-Financial |
|
Quotes |
Productivity |
Most recently completed Action Items in Quotes |
Most recently completed action items in Quotes added based on created date. |
Non-Financial |
|
Quotes |
Productivity |
Most aged Action Items with reminders in Quotes |
Action items with the furthest reminder in Quotes based on reminder date. |
Non-Financial |
|
Quotes |
Productivity |
Most recent Action Items in Quotes without reminders |
Most recent action items without reminders in Quotes based on the age of Quotes from created date. |
Non-Financial |
|
Quotes |
Productivity |
Most Aged Action Items without reminders in Quotes |
Most aged action items without reminders in Quotes are based on the age of a Quote from created date. |
Non-Financial |
|
Quotes |
Sales |
Regular Services with the highest amount first in Quotes |
List of Regular Services based on highest amount first to lowest. Fields include - Customer name, Service Start Date, Total Amount of Regular Services, Weighted Heaviest First (against the highest amount in Regular Services). If the service amount is the same, then the service is shown based on the Service state date & time. |
Financial |
|
Quotes |
Sales |
Regular Services with the lowest amount first in Quotes |
List of Regular Services based on lowest amount first to highest. Fields include - Customer name, Service Start Date, Total Amount of Regular Services, Weighted Heaviest First (against the highest amount in Regular Services). If the service amount is the same, then the service is shown based on the Service state date & time. |
Financial |
|
Quotes |
Sales |
Recurring Services with the highest amount first in Quotes |
List of Recurring Services based on highest amount first to lowest. Fields include - Customer name, Service Start Date, Total Amount of recurring services, and Weighted Heaviest First (against the highest amount in recurring services). If the service amount is the same, then the service is shown based on the Service state date & time. |
Financial |
|
Quotes |
Sales |
Recurring Services with the lowest amount first in Quotes |
List of recurring services based on lowest amount first to highest. Fields include - Customer name, Service Start Date, Total Amount of recurring services, and Weighted Heaviest First (against the highest amount in recurring services). If the service amount is the same, then the service is shown based on the Service state date & time. |
Financial |
|
Quotes |
Services |
Past Regular Services in Quotes |
List of Regular Services based on Start Date starting with the date that is past from the current date. |
Non-Financial |
|
Quotes |
Services |
Furthest regular service in Quotes |
List of Regular Services based on Start Date starting with the date that is furthest from the current date to the nearest date. Dates can go beyond the current date. |
Non-Financial |
|
Quotes |
Services |
Past Recurring Services in Quotes |
List of Recurring Services based on the Start Date in the past that is nearest to the current date. |
Non-Financial |
|
Quotes |
Services |
Furthest Recurring Services in Quotes |
List of Recurring Services based on Start Date starting with the date that is furthest from the current date to the nearest date. Dates can go beyond the current date. |
Non-Financial |
|
Quotes |
Progress |
Recurring services with status expired in Quotes |
List of expired Regular Services with the most Number of Days Since Expired. Fields shown are Amount, Services, Start Date, and Number of Days Since Expired. |
Financial |
|
Quotes |
Progress |
Recurring services with status incomplete in Quotes |
List of incomplete Regular Services with the most Number of Days Since Incomplete. The fields shown are Amount, Services, Start Date, and Number of Days Since Incomplete. |
Financial |
|
Quotes |
Progress |
Recurring services with the status draft in Quotes |
List of draft Regular Services with the most Number of Days Since Draft. Fields shown are Amount, Services, Start Date, and Number of Days Since Draft. |
Financial |
|
Quotes |
Progress |
Recently Submitted or Re-Submitted Recurring Services in Quotes |
List of submitted or re-submitted recurring Services with the most Number of Days Since Incomplete. The fields shown are Amount, Services, Start Date, and Number of Days Since Incomplete. |
Financial |
|
Quotes |
Progress |
Regular services with status expired in Quotes |
List of expired Regular Services with the most Number of Days Since Expired. Fields shown are Amount, Services, Start Date, and Number of Days Since Expired. |
Non-Financial |
|
Quotes |
Progress |
Regular services with status incomplete in Quotes |
List of incomplete Regular Services with the most Number of Days Since Incomplete. The fields shown are Amount, Services, Start Date, and Number of Days Since Incomplete. |
Non-Financial |
|
Quotes |
Progress |
Regular services with the status draft in Quotes |
List of draft Regular Services with the most Number of Days Since Draft. Fields shown are Amount, Services, Start Date, and Number of Days Since Draft. |
Non-Financial |
|
Quotes |
Progress |
Recently Submitted or Re-Submitted Regular Services in Quotes |
List of submitted or re-submitted Regular Services with the most Number of Days Since Incomplete. The fields shown are Amount, Services, Start Date, and Number of Days Since Incomplete. |
Non-Financial |
|
Quotes |
Progress |
Most aged completed Actions Items in Quotes |
Most aged completed action items in Quotes based on the age of Quotes from created date |
Non-Financial |
|
Quotes |
Progress |
Most Recent Action Items in Quotes with reminders |
Action items with the nearest reminder in Quotes based on reminder date. |
Non-Financial |
Quote Reports - Pie Chart and Twin Pie chart
Pie charts and twin pie chart reports are the visualized reports to show the division of the whole into parts. It gives you a quick proportionate report with statistics. Here are the pie and twin pie chart reports supported in the Quotes module:
|
Function |
Category |
Report Name |
Description |
Specification |
|
Quotes |
Relationship |
Distribution of Quotes based on rating |
Distribution of Quotes with respect to the RATING of the Quote and total price. |
Non-Financial |
|
Quotes |
Sales |
Distribution of Quotes Based on Sales Associate (Amount and Number) |
"Distribution of Quotes (Amount value of Quotes) among various sales associates. Distribution of Quotes (Number of Quotes) among various sales associates." |
Financial |
|
Quotes |
Sales |
Distribution of Action Item based on status in Quotes |
Distribution of Action Item based on status in Quotes |
Non-Financial |
|
Quotes |
Sales |
Distribution of Action Items in Quotes based on the due date |
"Distribution of action items for the particular filter of location based on the reminder. Labels are - 1. The number of action items with reminders. 2. Number of action items without reminder" |
Non-Financial |
|
Quotes |
Sales |
Distribution of Action Items in Quotes based on resource assignment |
"Distribution of action items for the particular filter of location based on resource assignment. Labels are - 1. The number of action items with resource assignment. 2. Number of action items without resource assignment" |
Non-Financial |
|
Quotes |
Progress |
Distribution of Quotes Based on Status (Amount and Number) |
"Distribution of Quotes (Amount value of Quotes) wrt to Status of the Quote. Distribution of Quotes (Number of Quotes) wrt to Status of the Quote." |
Financial |
|
Quotes |
Interaction |
Distribution of Quotes based on source of lead |
Distribution of Quotes with respect to Source of Lead and total price. |
Non-Financial |
|
Quotes |
Interaction |
Distribution Quotes Based on source of lead (Number and Amount) |
"Distribution of Quotes (Amount value in Quotes) wrt to Source of Lead. Distribution of Quotes (Number of Quotes) wrt to Source of Lead." |
Non-Financial |
|
Quotes |
Sales |
Distribution of Quotes Based on Sales Associate (Amount and Number) |
"Distribution of Quotes (Amount value of Quotes) among various sales associates. Distribution of Quotes (Number of Quotes) among various sales associates." |
Financial |
|
Quotes |
Progress |
Distribution of Quotes based on status (Number and Amount) |
Distribution of Quotes (Amount value of Quotes) wrt to Status of the Quote. Distribution of Quotes (Number of Quotes) wrt to Status of the Quote. |
Financial |
|
Quotes |
Progress |
Distribution of Quotes based on ratings (Number and Amount) |
"Distribution of Quotes (Amount value of Quotes) wrt to RATING of the Quote. Distribution of Quotes (Number of Quotes) wrt to RATING of the Quote." |
Financial |
|
Quotes |
Progress |
Top 5 canceled reasons for Quotes (Number and Amount) |
Number and Amount Pie Charts of Top 5 Canceled Reasons. |
Financial |
|
Quotes |
Progress |
Top 5 voided reasons for Quotes (Number and Amount) |
Number and Amount Pie Charts of Top 5 Voided Reasons. |
Financial |
|
Quotes |
Progress |
Distribution of Regular Services in Quotes based on Service Types |
"Distribution of Regular Service Types (Amount value of Services) among various sales associates. Distribution of Regular Service Types (Number of Services) among various sales associates." |
Financial |
|
Quotes |
Progress |
Distribution of Recurring Services in Quotes based on Service Types |
"Distribution of Recurring Service Types (Amount value of Services) among various sales associates. Distribution of Recurring Service Types (Number of Services) among various sales associates." |
Financial |
|
Quotes |
Progress |
Distribution of regular services in Quotes based on service status (Number and Amount) |
"Distribution of Regular Service Status (Amount value of Services) among various sales associates. Distribution of Regular Service Status (Number of Services) among various sales associates." |
Financial |
|
Quotes |
Progress |
Distribution of recurring services in Quotes based on service status (Number and Amount) |
"Distribution of Recurring Service Status (Amount value of Services) among various sales associates. Distribution of Recurring Service Status (Number of Services) among various sales associates." |
Financial |
Quotes Reports - Key Business Indicators
Key business indicators are statistics-based reporting represented mostly by a number - count, days, amount, etc. Here are the KBIs supported in the Quote module:
|
Function |
Category |
Indicator Name |
Description |
Specification |
|
Quotes |
Progress |
Total Active Quotes |
Total amount and number of Quotes. |
Financial |
|
Quotes |
Progress |
Total regular services in Quotes |
Total amount and number of Regular Services. |
Financial |
|
Quotes |
Progress |
Total recurring services in Quotes |
Total amount and number of Recurring Services. |
Non-Financial |
|
Quotes |
Progress |
Total active meetings in Quotes |
The total number of active meetings that are not completed. |
Non-Financial |
|
Quotes |
Progress |
Total Completed Meetings in Quotes |
Total number of completed meetings |
Non-Financial |
|
Quotes |
Progress |
Total Expired Meetings in Quotes |
Total number of expired meetings |
Non-Financial |
|
Quotes |
Progress |
Average Quote Age |
The total average age of Quote with the field Quote Since. |
Non-Financial |
|
Quotes |
Progress |
Total customers in Quotes |
The total number of unique customers in the Quotes. |
Non-Financial |
|
Quotes |
Progress |
Total Served locations |
The total number of locations for which the Quotes are created. |
Non-Financial |
|
Quotes |
Sales |
Total amount in Quotes |
Total amount value in Quotes for all the Quotes. |
Financial |
|
Quotes |
Sales |
Total amount in future Quotes |
Total amount value in Quotes for all the Services (Regular and Recurring) with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Total amount in past Quotes |
Total amount value in Quotes for all the Services (Regular and Recurring) with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Total amount in future regular services in Quotes |
Total amount value in Quotes for all the Regular Services with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Total amount in past regular services in Quotes |
Total amount value in Quotes for all the Regular Services with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Total amount in future recurring services in Quotes |
Total amount value in Quotes for all the Recurring Services with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Total amount in past recurring services in Quotes |
Total amount value in Quotes for all the Recurring Services with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Average amount of future Quotes |
Average amount value in Quotes for all the Services (Regular and Recurring) with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Average amount of past Quotes |
Average amount value in Quotes for all the Services (Regular and Recurring) with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Average amount of future regular services in Quotes |
Average amount value in Quotes for all the Regular Services with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Average amount of past regular services in Quotes |
Average amount value in Quotes for all the Regular Services with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Average amount of future recurring services in Quotes |
Average amount value in Quotes for all the Recurring Services with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Average amount of past recurring services in Quotes |
Average amount value in Quotes for all the Recurring Services with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Amount of canceled future services in Quotes |
Canceled Services amount value in Quotes for all the Services (Regular and Recurring) with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Amount of canceled past services in Quotes |
Canceled Services amount value in Quotes for all the Services (Regular and Recurring) with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Amount of canceled future regular services in Quotes |
Canceled Services amount value in Quotes for all the Regular Service with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Amount of canceled past regular services in Quotes |
Canceled Services amount value in Quotes for all the Regular Services with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Amount of canceled future recurring services in Quotes |
Canceled Services amount value in Quotes for all the Recurring Service with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Amount of canceled past recurring services in Quotes |
Canceled Services amount value in Quotes for all the Recurring Services with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Amount of voided future services in Quotes |
Voided Services amount value in Quotes for all the Services (Regular and Recurring) with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Amount of voided past services in Quotes |
Voided Services amount value in Quotes for all the Services (Regular and Recurring) with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Amount of voided future regular services in Quotes |
Voided Services amount value in Quotes for all the Regular Service with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Amount of voided past regular services in Quotes |
Voided Services amount value in Quotes for all the Regular Services with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Amount of voided future recurring services in Quotes |
Voided Services amount value in Quotes for all the Recurring Service with Start Date today or future. |
Financial |
|
Quotes |
Sales |
Amount of voided past recurring services in Quotes |
Voided Services amount value in Quotes for all the Recurring Services with Start Date in the past (expired status of Services). |
Financial |
|
Quotes |
Sales |
Total number of completed Action Items in Quotes |
Total number of completed action items |
Non-Financial |
|
Quotes |
Sales |
Total number of active Action Items in Quotes |
The total number of action items. |
Non-Financial |
With our state-of-the-art reporting software for customer quote management, your business will experience increased efficiency and accuracy in managing customer quotes. Our software allows you to easily track and analyze customer data, streamline the quote approval process, and generate detailed reports to better understand customer needs and preferences. This results in improved customer satisfaction, increased sales and revenue, and a competitive advantage in your market. Invest in our reporting software and take your customer quote management to the next level.
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