Reports & analytics
REPORTS & ANALYTICS
Quote analytics & close rates
Know which quotes are landing and which are going cold.
2 MIN READUPDATED 2026-06-16
01
Open the Quotes report
Reports → Quotes tab. (Dollar figures appear only if your role can see revenue.)
02
What you'll see
Close rate (approved vs decided), total won value, open pipeline dollars still out, average time from sent to approved, and how many quotes customers actually opened (view rate).
03
Follow up before they expire
An expiring-soon list flags quotes about to lapse so you can nudge the customer, and a by-tech breakdown shows who's closing.
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