Quotes Overview Dashboard

This dashboard provides a high-level view of quote KPIs, including summaries of the number and value of all quotes sent, created, accepted and rejected, quote conversion rates, average time taken for conversion, how long quotes been open for and their value, which customer have we raised most quotes for and their value, and which Web Users are generating the most quotes.

To access the data visualisation dashboards, you will need to be granted permission. To learn how to grant or revoke access, see the article Business Intelligence Dashboards – BigChange Help Centre.

Quote Conversion Rate

Visualisation: Static card showing quote conversion rate.

Conversion percentage = Number of quotes accepted, divided by the total number of quotes created sent, multiplied by 100 (for the date range selected).

You will be able to identify the number of converted quotes created within a date range or selected period of time.

Current Quotes Summary

Visualisation: Vertical bar chart showing the count and value of quotes at a specified status, e.g. created, sent, accepted and rejected.

You will be able to see the high-level status of all of your quotes, including the total volume and value of quotes. By selecting the hyperlink at the bottom of the chart, the Count of Quotes by Status will be displayed.

By selecting a specific status bar within the chart, you can drill-down into the data, displaying a data

• • • Quote Reference
    • Quote Status
    • Contact
    • Web User Name
    • Job Type
    • Job Reference
    • Created At
    • Sent At
    • Accepted At
    • Total Net Amount
    • Total Tax Amount
    • Total Gross Amount
    • Valid Until Date
    • Within Validity Period (Yes / No)

Quote Lifecycle by Average Duration

Visualisation: Static data table showing the total average number of days to convert quotes from one status to another, including Created to Sent, Sent to Accepted and Sent to Rejected for the selected date range.

You will l be able to quickly identify any opportunities for improvements to quote conversion life cycle, including bottlenecks or specific areas of concern.

Quotes By Contact (Top 10)

Visualisation: Horizontal bar chart showing the total quote value for the Top 10 Contacts in descending order (most to least) for the selected date range. The Y-axis represents the quote value, while the X-axis shows the contacts.

You will be able to analyse the quote profile of your Contacts (customers) with the highest value quotes.

By selecting the hyperlink at the bottom of the chart, the Count of Quotes by Contact (Top 10) will be displayed.

As a parent chart, you can filter the whole dashboard view by selecting a specific Contact bar in the chart. The whole dashboard the display metrics and visuals pertaining to that specific Contact selection.

Open Quotes by Days Open

Visualisation: Vertical bar chart provides a summary of open quotes by age, categorised into age brackets (in days) on the X-axis. The Y-axis displays the value of the quotes. This chart shows only quotes with an open status i.e. quotes that are neither accepted nor rejected.

You will be able quantify the number and value of quotes that have been sent which remain open / yet to be closed. By selecting the hyperlink at the bottom of the chart, the Count of Open Quotes by Days Open will be displayed.

By selecting a specific age range bar, you can drill-down into the data, displaying a data grid containing the following data fields:

• • • Quote Reference
    • Quote Status
    • Contact
    • Web User Name
    • Job Type
    • Job Reference
    • Created At
    • Sent At
    • Accepted At
    • Total Net Amount
    • Total Tax Amount
    • Total Gross Amount
    • Valid Until Date
    • Within Validity Period (Yes / No)

Quotes By Web User (Top 10)

You will be able to identify which individuals in your business are either sending the most quotes, or sending the quotes with the highest value.

  As a parent chart, you can filter the whole dashboard view by selecting a specific Web User bar in the chart. The whole dashboard will display metrics and visuals pertaining to that specific Web User selection.

Dashboard Global Filters

Dashboard global filters work in a cascading order from top to bottom, meaning that selections made in higher filters affect the options available in the filters below. For instance, if you have a Date Filter at the top and a Parent Contact Filter below it, choosing a date range will update the Parent Contact Filter to show only parent contacts relevant to that date range. If there is another filter, such as a Contact Filter, beneath the Parent Contact Filter, it will further narrow down the options to only those contacts that match both the selected date range and the chosen parent contacts. Think of the filters as a funnel: the top filter sets the broadest criteria, and each subsequent filter narrows down the data further based on previous selections.

• Date Type - Select from Created at, Sent at or Accepted at, defaults to Created at.
• From and To Date - Enter a custom date range using the From and To fields.
• Created Date Range – Select from a list of existing date ranges.

The custom to and from dates and date range filters work in conjunction with each other when both date filters are populated. If the custom date is within the range of the created date range filter, the dashboard will only show the data pertaining to the custom dates entered. If the custom date is before the created created date range filter, dashboard will not show any data, as the two filters have contradicting values. In this case, one of the filters must be cleared.

• Contact Name – Multi selectable, defaults to all.
• Contact Group – Multi selectable, defaults to all.
• Web User Name (including auto-generated as a user) – Multi selectable, defaults to all.
• Web User Group Name – Multi selectable, defaults to all.
• Within Validity Period – Select from Yes and No
• Long Currency Name - Select from British Pound Sterling, Euro or United States Dollar, defaults to British Pound Sterling.