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. |
Sales Rep Type | Select Customer or Order from the drop-down. This pulls information based on the sales rep set on the customer or on the order. |
Sales Rep | Select a Sales Rep option from the drop-down. |
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.
Report columns include:
- Customer
- Customer Number
- Sales Rep
- Number of Quotes
- Quote Total
- Number of Orders
- Order Total