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Xero
Quotes Declined Value
Quotes Declined Value is a metric showing the total value of customer quotes that were rejected or declined, indicating potential issues in sales strategies and areas for improvement.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Quotes Declined Value"?
The Quotes Declined Value is a metric in Xero that shows the value of quotes that have been declined by customers. This metric provides valuable insights to businesses as it helps them understand why customers are declining quotes and how they can improve their sales strategy. Tracking this metric can also help businesses identify trends in customer behavior and adjust their pricing or sales approach accordingly.
Example: The Quotes Declined Value metric could be used by a construction company to track the total value of quotes declined by potential clients for a specific project, allowing them to review the reasons for the decline and potentially make adjustments to future quotes.
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 Value 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 Value 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 Value on the Performance screen
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6Get Quotes Declined Value performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Quotes Declined Value
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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DescriptionQuotes Declined Value is a metric showing the total value of customer quotes that were rejected or declined, indicating potential issues in sales strategies and areas for improvement.
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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 DigitsYes
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Currency UnitsYes
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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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