The Quote Closing Ration Report shows the quotes created per store or per employee, and the closing ratios. Go to Administration > Reports > Sales > Orders and Invoices > Quote Closing Ration.

How are ratios calculated on the report?

  • Closing Ratio - (Orders from Quotes Current + Orders No Quote Current) / (Quotes Created Current + Orders No Quote Current)
  • Quote to Order Ratio - Orders From Quotes Created / Quotes Created
  • Order to Lead Ratio - Total Orders / Leads

Security Permissions Required

Category
Function
Admin-Reports
Can Access Reports Tree Branch
Can Access Reports - Sales