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Xero
Quotes Sent Value
Quotes Sent Value measures the total monetary amount of quotes sent to customers during a specific timeframe in Xero accounting software.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Quotes Sent Value"?
The Quotes Sent Value metric is a measure of total value of quotes sent to potential customers within a specified time period. It helps businesses gauge their sales pipeline and estimate potential revenue by tracking the value of quotes sent out. This metric can be used to evaluate the effectiveness of sales efforts and monitor progress towards business goals. It is an important indicator for businesses that rely on quotes to win new business.
Example: A business owner can use the Quotes Sent Value metric to track the success of their sales team in generating new leads and converting them into clients by monitoring the number and value of quotes sent out over a given time period.
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 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 Sent 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 Sent Value on the Performance screen
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6Get Quotes Sent Value performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Quotes Sent 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 Sent Value measures the total monetary amount of quotes sent to customers during a specific timeframe in Xero accounting software.
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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 Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksYes
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