The Quote Analytics Report summarizes quote counts, value, win rate, and monthly quote trends for a selected date range.
What this report is for
Use Quote Analytics to review quoting performance over time. The report is useful for checking quote volume, won and lost quote counts, open quote value, average quote value, and month-by-month trends.
Screen path
Dashboard > CRM > Quotes > Quote Reports > Quote Analytics
Filters
The report uses:
| Filter | Purpose |
|---|---|
Start Date |
Beginning quote date. Defaults to about 12 months before today. |
End Date |
Ending quote date. Defaults to today. |
Select Apply Date Range to refresh the report.
Summary metrics
The top section shows:
Total QuotesWon QuotesLost QuotesOpen QuotesWin RateTotal ValueWon ValueAvg Quote Value
Converted quotes count as won for quote analytics.
Monthly breakdown
The monthly table shows the latest months in the selected range, with quote counts, won/lost/open counts, win rate, total value, and won value by quote month.
The report also shows basic insights based on win rate, average quote value, open quote value, and expired quote count.
What happens behind the scenes
The report reads quote headers for the selected date range. It summarizes counts and values by quote status.
Win rate uses won and converted quotes divided by won, lost, and converted quotes. Open and expired quotes are shown but are not part of the closed win-rate denominator.
Running the report does not change quotes, create activities, send emails, or create Sales Orders.
Troubleshooting
Win rate looks lower or higher than expected
Likely cause: Open and expired quotes are visible in the report but are not counted as closed wins or closed losses. Converted quotes count as won.
Safe fix: Compare the status counts before interpreting the win rate.
Contact support if: The status counts themselves appear incorrect.
Monthly totals do not match the summary
Likely cause: The monthly table is grouped by quote date and limited to recent monthly rows.
Safe fix: Use Quote History for a detailed quote-by-quote export.
Contact support if: A quote appears in history but never affects analytics.
No analytics data appears
Likely cause: The selected date range has no matching quotes.
Safe fix: Expand the date range and select Apply Date Range.
Contact support if: Quotes exist in the date range but analytics stays blank.