Quote Reports

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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

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