The standard report 'Quote Score per Period' shows the quote score per relation. The report compares how many quotes in a specific period have been converted into orders and how many have been rejected. It provides insights per relation into the number of quotes, reasons for rejection, and total amounts. The results are presented in a pivot table with both absolute numbers and percentages, optionally broken down by status (such as 'Order' or 'Rejected'). This report offers insight into the success of quotes within a specified period and per customer.

This article describes the administration settings on the 'Status and actions' tab. On this tab you will find the standard configuration of the status-and-action model of the sales quotation.

The quote value per week, month, or quarter in one overview? With the standard dashboard 'Quote Value Analysis' you quickly have access to the quote data for a specific period.

Quick insight into which quotes are currently outstanding with customers or prospects. This shows where follow-up actions are needed. The standard dashboard 'Open Sales Quotes' only displays quotes that have not resulted in an order and have not been closed, deleted, or rejected.