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.

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  • About
  • Tech 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

  • Databox visualization

    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:

  1. 1
    Connect Xero that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Quotes Accepted on the Performance screen
  6. 6
    Get Quotes Accepted performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Quotes Accepted
Xero integration with Databox Track Quotes Accepted from Xero in Databox GET STARTED

Basics

  • Description
    The Quotes Accepted metric in Xero measures the total value of quotes that have been accepted by customers, indicating a successful conversion of sales.
  • Category
    Accounting
  • Subcategory
    Quotes
  • Date Added
    2017-03-09
  • Cumulative Support
    Yes
  • Units
    No
  • Granularities
    daily, weekly, monthly, quarterly, yearly
  • Favorable Trend
    increasing
  • Changing historical data
    No
  • Forecast Support
    Yes
  • Benchmark Support
    Yes
  • Media Support
    No
  • Dimension
    N/A
  • Metric Type
  • API Endpoint
    https://api.xero.com/api.xro/2.0/quotes

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