In the Sales Dashboard module, under the 'Quotes' tab, you will find the standard view Quote Value (8201). This standard view displays the sum of all created quotes per relationship. Additionally, a breakdown is made based on the fields Date Offered.

The homepage dashboard 'Quote Value' displays the administrative quote value based on sales quotes within a specific time frame.

The standard dashboard 'Customer Analysis All Fiscal Years' is opened per customer and provides insight into various key figures of the customer, such as the number of quotes and orders, delivery reliability, the number of payments and outstanding items, and the result.

Customer Relationship Management goes beyond managing your relation data. With MKG you can easily get more out of your data. For example, create tasks for yourself or for colleagues. And CRM is not only available at your workplace, via the MKG App you have access to your relation data anytime, anywhere. Would you like to see what options MKG offers for your CRM? Watch the MKG Webinar 'Discover the Versatility of CRM within MKG' here.

The standard dashboard 'Debtor Analysis Current Fiscal Year' is opened per debtor and provides insight into various key figures of the debtor, such as the number of quotes and orders, delivery reliability, number of payments and outstanding items, and the result.

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.

In the standard dashboard 'Sales Quote Scoring Analysis', a scoring analysis is created based on the sales quotations. At a glance, you get all quotation values per customer or per salesperson, divided into Order and No Order.