How to use the quote report🔥

Steps to using the quote report:

1. How to access the quote report.

2. [optional] Choose between the quote creation date, event date or updated date.

3. Choose a date range.

4. Choose between table view, sales pipeline, list view & stats.

Table View.

- Sales agent.

- Creation date.

- Last updated date.

- Booking/customer name.

- Event date.

- Booking amount.

- Predicted profit (how to do this).

- Sales probability (how to do this).

- Quote views.

Sales Pipeline.

The sales pipeline categorises the live quotes by sales probability.

List View

The list view categorises the live quotes by booking date.

Stats.

- Live quotes.

- Potential revenue.

- Potential profit (how to do this).

- Quotes archived.

- Quotes by sales probability.

- Quotes by booking type.