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Xero
Quotes Accepted
The Quotes Accepted metric in Xero measures the total value of quotes that have been accepted by customers, indicating a successful conversion of sales.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Quotes Accepted"?
The Quotes Accepted metric in Xero tracks the percentage of quotes that have been accepted by customers. This metric helps businesses to measure the effectiveness of their sales process and identify areas for improvement. By tracking the percentage of quotes accepted, businesses can gain insights into how well they are communicating their value proposition and meeting customer needs. This metric can be used to gauge customer engagement and satisfaction and inform strategies for increasing sales and revenue.
Example: A landscaping company can use the Quotes Accepted metric in Xero to track how many of their potential customers accepted their quotes and became actual clients.
This metric has one or more equivalents:
Visualizations
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Number
Used to show a simple Metric or to draw attention to one key number.
How to track Quotes Accepted in Databox?
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Quotes Accepted using Databox, follow these steps:
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1Connect Xero that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Quotes Accepted on the Performance screen
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6Get Quotes Accepted performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Quotes Accepted
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionThe Quotes Accepted metric in Xero measures the total value of quotes that have been accepted by customers, indicating a successful conversion of sales.
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CategoryAccounting
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SubcategoryQuotes
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Date Added2017-03-09
Specification
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Metric Typeevent
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DimensionalNo
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Decimal DigitsNo
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Currency UnitsNo
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GranularitiesDaily, weekly, monthly, quarterly and yearly.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from 3 years ago to now.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksYes
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