Quotes

Quotes Dashboard

Track your sales pipeline and quote performance

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Total Quotes

in selected period

Open Pipeline

quotes pending

Won

closed deals

Lost

missed opportunities

Pipeline Analysis

Total Pipeline Value

0 open quotes

Weighted Pipeline Value

0% confidence ratio

Pipeline Aging

0-7 days: $0

8-30 days: $0

31-60 days: $0

60+ days: $0

Pipeline Health Alerts

Expiring Soon

Stale Quotes

Avg Cycle Days

to close

Filter & Search

From Date

To Date

Quote Health

Status

Worked By

Customer

Showing Jan 16, 2026 – Apr 16, 2026 by Created date

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Win Rate (Decision Date)

0.0%

closed in period

Win Rate (Created Date)

0.0%

quote cohort quality

Quote #	Customer	Amount	Status	Confidence	Quote Date	Valid Until	Worked By	Actions

Win Rate Calculation

Decision Date Win Rate: Percentage of quotes that closed as wins among all quotes that were decided (accepted or rejected) during the selected time period.

Created Date Win Rate: Percentage of quotes that have closed as wins among all quotes that were created during the selected time period.

Use Decision Date to see closing performance in a period. Use Created Date to assess the quality of quotes originated in that period.

Weighted Pipeline Calculation

Weighted Pipeline Value adjusts your total pipeline based on the likelihood of each quote closing.

Formula: For each open quote, multiply the quote amount by its confidence percentage, then sum all results.

Example:
Quote A: $10,000 × 80% confidence = $8,000
Quote B: $5,000 × 40% confidence = $2,000
Quote C: $15,000 × 60% confidence = $9,000
Weighted Pipeline = $19,000

Confidence Ratio shows what percentage of your total pipeline value is "weighted" - higher ratios indicate more confident quotes overall.

How Customer Health Is Calculated

Customer Health is an automatic 0–10 score that updates as you work the account.

Relationship freshness (0–3): Last contact within 30/60/90 days.
Follow-up discipline (0–1): Next follow-up not overdue.
Activity momentum (0–2): Activities logged in the last 30 days.
QBR & CSAT (0–2): Recent completed QBRs and satisfaction score.
Pipeline quality (0–1.5): Open quote value (90d) and recent wins (180d), capped.
Ownership (−0.5): −0.5 if account is unassigned/Undetermined.

The score is rounded to an integer and clamped between 0 and 10.

Weights and caps can be tuned later as your process matures.

How Win Rate is Calculated

We show two complementary win-rate views so you can judge both closing performance and the quality of quotes originated in a period.

Win rate (by decision date)

Counts quotes that closed (Accepted or Rejected) in the selected date range, using the quote’s Accepted/Rejected date.
Formula: Won ÷ (Won + Lost).
Sent (open) quotes are not included in the rate.

Win rate (by created date)

Looks at the cohort of quotes created in the date range (uses Quote Date) and checks what % of that cohort has closed as wins so far.
Formula: Won(cohort) ÷ (Won + Lost in the cohort).
Open quotes from that cohort are excluded from the denominator until they close.

Why both?

Decision date: “What did we win/lose this period?” (closing outcomes).
Created date: “How strong were the quotes we started this period?” (cohort quality).

Tip: small sample sizes can swing the rate; look at counts next to the percentages.