Quotes List View KPIs

The table for a list and brief description of each out-of-the-box Key Performance Indicator (KPI).

Note: Some date based KPIs can show 1 day less than expected due to how time in a date/time field is calculated.
Table 1.
KPI Description
Average Days Open The total number of days from when a quote was created to today for all open quotes in the list, divided by the number of quotes in the list.

Based on the Create Date.

Days Open Range The lowest and highest number of days from when a quote was created to today for all open quotes in the list.

Based on the Create Date.

Expired Quotes Number of open quotes with an End Date before today.
Expiring This Month Number of quotes expiring this month.

Based on the calendar month and End Date.

Expiring This Quarter Number of quotes expiring this quarter.

Based on the current quarter as defined by your company and End Date.

Expiring This Week Number of quotes expiring this week.

Based on a week of Sunday to Saturday and End Date.

Grand Total The sum of grand totals for all quotes in the list.

Based on Grand Total.

Grand Total Average The sum of grand totals for all quotes in the list divided by the number of quotes in the list.

Based on Grand Total.

Grand Total Range The lowest and highest grand totals for all quotes in the list.

Based on Grand Total.

New This Month Number of new quotes added this month.

Based on the calendar month and Date Opened.

New This Quarter Number of new quotes added this quarter.

Based on the current quarter as defined by your company and Date Opened.

New This Week Number of new quotes added this week.

Based on a week of Sunday to Saturday and Date Opened.