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Xero
Quotes Declined
The Quotes Declined metric measures the number or percentage of quotes that were rejected or turned down by potential customers.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Quotes Declined"?
The Quotes Declined metric in Xero measures the number of quotes that have been rejected or declined by potential customers. This metric helps businesses understand the reasons for declined quotes and adjust their sales strategy accordingly. This can help increase conversion rates and improve overall sales performance.
Example: Quotes Declined metric can help a business identify potential issues with their pricing or customer targeting when they consistently receive a high number of declined quotes for a particular service or product.
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 Declined 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 Declined 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 Declined on the Performance screen
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6Get Quotes Declined performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Quotes Declined
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 Declined metric measures the number or percentage of quotes that were rejected or turned down by potential customers.
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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 Trenddecreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksYes
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