Example Report - Close Ratio on Quotes

To create a report showing the ratio between quotes created and those that turned into jobs, follow the example below.

Video: Sales Closing Report

Example: Close Ratio Report

First, create a report of all quotes, based on creation date.

1. Go to Report > New
2. Select the values for the following fields and then click OK
   • Report Type "Quote"
   • Report the - "Number of Quotes"
   • where - "Created Date"
   • occurs this "Year"
   • Display Field - "Month"
   • Display type - "Table"
3. Save this report for later by clicking Save Report...

Next, create a second report for only quotes with jobs.

1. Click on Options...
2. Click on Add Filter...
3. In the drop-down list for Quote Field, choose Quote has job
4. Click OK on the Filter Report Data dialog box
5. Click OK on the Report-Options dialog box to display the results
6. To save the report, click on Save Report and type in a name

Finally, import both of these reports into Microsoft Excel, and calculate the ratios in Excel.