The Sales page shows, for each rep, the dollars quoted, the win rate, the open pipeline and the time to the first quote, and why customers turned quotes down.
Who sees it: on a dealer or broker account, people with access to reporting (account admins). It is under KPIs → Sales and carries a Beta badge. Another account type goes to the Volume page.
The page counts the quotes your reps sent to customers. The rep is the owner of the request. A quote on a request with no owner counts as Unassigned. Pick the period at the top: This month, Last 30 days, Last 90 days (the default), This quarter, or your own dates. The page follows the business units you have selected.
| Tile | What it means |
|---|---|
| Quoted per week | Dollars of the quotes first sent in the period, divided by its weeks. |
| Win rate | Of the period's quotes the customer decided, the share won. Below it: won and lost counts. |
| Open pipeline | Every quote open today: sent, not answered, not expired. It is not limited to the period. |
| Quote cycle time | Median time from the request to the first quote sent. |
Won means the customer accepted, the order was confirmed or received, or the quote became a PO that was not canceled. Lost means the customer declined or the order was canceled. A quote past its Valid until date with no answer is expired: it leaves the pipeline and the win rate. Win rate is won ÷ (won + lost).
One row per rep: Rep, Quoted per week, Quotes, Win rate, Open pipeline, Quote cycle time. The last row is the account total.
The lost quotes of the period, by rep and by the reason the customer gave: Too expensive, Not available in time, Located elsewhere, No longer needed, Other, or No reason given. The reason comes from the rep who marks the request lost, or from the customer's own coded decline.