Analysis - Orders vs Quotes


The Orders vs Quotes report shows the number of quotes and orders done for a customer. 


Step     Action

  1.      Select {Reports} and then select {Orders vs Quotes} under the Analysis 

             section. A Generate Report modal window will open.

  2.      Complete the fields.


Field

Description

Customer

Select a Customer option from the drop-down menu.

Sales Rep

Select a Sales Rep option from the drop-down menu.

Start Date

Select a Start Date using the calendar.

End Date

Select an End Date using the calendar.


   

 3.      Select {Generate}.


           Note: You may need to confirm the file to be opened/saved before 

          proceeding, depending on your web browser. The file will open or be saved 

          to your computer depending on your web browser.