Quote Win/Loss Percentage

This KPI is used to analyze the win and loss percentage of quotes in EQ. The data is compared with the total number of quotes closed and whether the report type user selects to view wins or losses in the Quote Win/Loss Percentage widget. Quote data is not affected by versioning. These quote statuses are available:

  • Partial Order
  • Ordered
  • Closed - Won
  • Expired - Loss

Formula

To calculate this KPI, the system divides the number of quotes won or lost by the total number of quotes.

Technical Formula

Sum(QuoteCount) (Won/Loss) / Sum(QuoteCount) * 100

Dimensions

Period, Dealers, Dealer Rep, Product, Customer, Status (Won / Loss) - Widget Level

Example

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