Quote Reports

Quote Reports

Reports - Monthly Reports - Quote Reports

Select a date range from the drop down calendars.
Select All Clients or use the drop down list to select an individual Client.
Select All Quoters or use the drop down list to select an individual Quoter.
Select All status's or use the drop down list to select from Active, Quoted, Won or Lost.

Period Summary Report: Performance by Quoter by Quoter name as a summary of all quotes combined.

Quote - Detailed Report: Performance by Quoter broken down by Quote No.

Monthly Breakdown: Summary Report By Quoter by Month

Reports can be printed or exported to Excel.


    • Related Articles

    • Reports

      Now that we have setup our breakups and created a job the reports can now be split up by those categories setup, in any combination required NOTE! any jobs created before the setup of breakups will be set to "no breakup" so for an accurate report you ...

    • Reports/Invoices

      Reports & Invoices 1: List Quotes - (1) Select List Quotes (reports preview ticked), then click print. If you do not want to print click ESC. 2: Print/Email Quote - (1) Select Print/Email Quotes, (2) Select Quote No, (3) Select Type required, (4) ...

    • Quotes

      Todo - Quotes Once you have completed your Quotes and they have been sent to your clients, this is the screen for all activity around your quotes. This screen will show all your quote numbers and the date the quote was started and client the quote ...