Quote Closed Ratio

This KPI is used to analyze the number of quotes that have been closed for the selection criteria. Quote data is not affected by versioning. These quote statuses are available:

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

Formula

To calculate this KPI, the system divides the number of closed quotes by the total number of quotes.

Technical Formula

Sum(QuoteCount) (Closed) / Sum(QuoteCount)

Dimensions

Period, Dealer, Dealer Reps, Customer, Product

Example

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