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.

Select a Customer option from the drop-down.
Sales Rep TypeSelect 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