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Xero
Quotes Sent
The Quotes Sent metric tracks the number of quotes or estimates sent to potential customers, providing insights into sales activity and potential revenue.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Quotes Sent"?
The Quotes Sent metric in Xero refers to the total number of quotes that a business has sent to its customers for products or services. It helps track the effectiveness of the sales process and see where potential sales are being lost or gained. By monitoring this metric, businesses can gain insights into their sales pipeline and adjust their strategies accordingly.
Example: A sales team can use the Quotes Sent metric to track how many quotes they send to potential customers each month, helping them assess their sales efforts and identify areas for improvement.
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 Sent 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 Sent 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 Sent on the Performance screen
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6Get Quotes Sent performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Quotes Sent
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 Sent metric tracks the number of quotes or estimates sent to potential customers, providing insights into sales activity and potential revenue.
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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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