The Quote Reports menu opens quote history and quote analytics reports.
What this screen is for
Use Quote Reports when you need to review quote status history or summarize quote performance. These reports are read-only review tools except for browser exports.
Screen path
Dashboard > CRM > Quotes > Quote Reports
Report options
| Report | Use it for |
|---|---|
Quote History |
View all quotes with status, dates, salesperson, converted order, and expandable quote details. |
Quote Analytics |
Review quote counts, win rate, value totals, average value, and monthly quote trends. |
What happens behind the scenes
Opening the Quote Reports menu does not change quote records.
Quote History reads quote headers, quote lines, customer or prospect names, addresses, salesperson, and converted order information.
Quote Analytics summarizes quote headers by date range and status. Converted quotes count as won for win-rate calculations.
Troubleshooting
Open Quotes and Quote History show different lists
Likely cause: Open Quotes only loads open quotes. Quote History can show all statuses.
Safe fix: Use Quote History when looking for won, lost, expired, or converted quotes.
Contact support if: A known quote cannot be found in either place.
Analytics totals do not match a filtered history export
Likely cause: Analytics and history may use different date filters or status selections.
Safe fix: Align the date range and status filters before comparing.
Contact support if: Filters match and totals still appear incorrect.