Quotation Trends
Overview
Below is a business‑focused explanation of the Quotation Trends report, written for practical decision‑making and day‑to‑day usage in Dafater.
Quotation Trends – Business Overview
What Business Information This Report Provides
The Quotation Trends report shows how quotations are being created, valued, and converted over time. It helps businesses understand: - How many quotations are issued within a specific period - The total and average value of quotations - Trends in customer demand and sales activity - Performance of the sales pipeline before orders are confirmed
This report focuses on patterns and movement, not individual quotations.
When and Why to Use This Report
Use the Quotation Trends report when you want to: - Monitor sales pipeline growth or decline - Evaluate sales team activity and effectiveness - Forecast future revenue based on quotation behavior - Identify seasonal or monthly sales trends - Review business performance before confirmed sales orders
It is especially useful during: - Monthly or quarterly sales reviews - Sales strategy planning - Budgeting and revenue forecasting - Management meetings and performance discussions
Key Columns and Their Business Meaning
Typical columns in the report include:
Period (Date / Month / Year)
Shows the time frame being analyzed, helping you compare performance over time.Number of Quotations
Indicates sales activity level and customer engagement during the selected period.Total Quotation Amount
Represents the total potential revenue proposed to customers.Average Quotation Value
Helps assess deal size trends and pricing effectiveness.Customer (if grouped)
Shows which customers contribute most to quotation volume and value.Salesperson (if grouped)
Highlights individual or team performance in generating opportunities.
Available Filters and Their Business Purpose
Common filters include:
Date Range
Focus on a specific period such as a month, quarter, or financial year.Company
Useful for organizations managing multiple business units.Customer
Analyze quotation behavior for key or strategic customers.Salesperson / Sales Team
Measure sales performance and accountability.Item or Item Group
Identify demand trends for specific products or services.Status
Filter by quotation status (e.g., Open, Lost, Ordered) to understand conversion patterns.
These filters allow decision‑makers to narrow the report to what matters most for their analysis.
How to Interpret the Results for Business Decisions
Rising quotation volume with stable values
Indicates growing customer interest and a healthy sales funnel.High quotation value but low conversion later
May point to pricing issues, competition, or follow‑up gaps.Declining quotation trends
Signals reduced market demand or sales outreach issues.Strong performance by certain salespeople or products
Helps identify best practices and areas to replicate.Seasonal spikes
Supports better planning for staffing, inventory, and marketing.
Common Use Cases and Scenarios
- Sales managers reviewing team performance
- Business owners tracking pipeline health
- Finance teams forecasting expected revenue
- Marketing teams measuring campaign impact on sales inquiries
- Leadership identifying growth or slowdown trends
Summary
The Quotation Trends report in Dafater is a strategic sales analysis tool. It transforms quotation data into actionable insights, helping businesses understand demand patterns, strengthen sales strategies, and make informed revenue decisions before orders are finalized.
Report Information
- Module: Selling
- Related DocType: Quotation
- Report Type: Script Report
- Standard: Yes