Overview and Charts
Overview tab
Summary KPI cards: revenue, active jobs, quote volume and value, quote win rate, outstanding invoices.
Quote cards in Overview:
- Quotes created — how many quotes were created in the date range
- Quoted value — total of non-draft quotes created in the range
- Accepted value — total of quotes whose accepted date falls in the range
- Quote win rate — accepted ÷ (accepted + rejected + expired) among quotes created in the range. Open “quoted” jobs stay in pipeline and are not treated as losses.
Charts tab
- Revenue over time
- Jobs by status (pipeline)
- Quote funnel (with win rate subtitle)
- Customer types breakdown
- Invoice aging
Quotes tab
Dedicated quoting metrics for the selected date range:
- Volume by status (created, sent, still quoted, accepted, rejected, expired)
- Win rate by count and by £
- Quoted / open pipeline / accepted value
- Average accepted total and days from create → accept
- Funnel chart, quotes created over time, accepted value over time
- Source mix: Quote Studio vs CounterGo / import vs hybrid