Quote Report

What is the Quote Report?

The Quote Report in Nexus Service Manager provides a comprehensive list of all quotes generated within the system. It allows you to track the status of your quotes, monitor potential revenue, and analyze your quoting performance. This report is crucial for managing your sales pipeline and understanding your business development efforts.

Why Use the Quote Report?

Leveraging the Quote Report offers significant advantages for your business:

• Sales Pipeline Visibility: Provides a clear overview of all outstanding and processed quotes, giving you insight into your potential future work.
• Quote Status Tracking: Allows you to monitor the status of each quote (e.g., Open, Accepted, Rejected) and follow up accordingly.
• Revenue Forecasting: The report displays the value of each quote, enabling you to estimate potential revenue.
• Performance Analysis: Helps you analyze your quoting success rate and identify areas for improvement.
• Customer Follow-up: Facilitates timely follow-up on pending quotes to increase conversion rates.

Navigating the Quote Report Interface

The Quote Report interface displays a table containing key information about each quote. At the top, you'll find various filters and options to refine the displayed data.

Understanding the Report Filters:

Utilize the filters at the top of the Quote Report to narrow down the displayed quotes based on specific criteria:

• Quote Number: Search for a specific quote by entering its unique quote number.
• All Status: Filter quotes based on their current status (e.g., Open, Accepted, Rejected, Expired).
• All Companies: Filter quotes associated with a specific customer company or view all quotes.
• All Sales Rep: Filter quotes created by a particular sales representative.
• All Follow Up Due: Filter quotes based on their follow-up due date.
• Start / End Date: Specify a date range to view quotes created within that period. Use the calendar icons to select the desired dates and click the Date button to apply the filter.
• Quote Date: Filter quotes based on their creation date.
• Customer: Search for quotes related to a specific customer by typing their name.
• Address / Suburb: Filter quotes based on the customer's address or suburb.
• Export Button: Located at the top right, this button allows you to export the currently filtered quote data, likely in a CSV or Excel format.

Understanding the Report Columns:

The main table of the Quote Report displays the following information for each quote:

Quote Number: A unique identifier for each quote. Clicking on the quote number will likely open the detailed quote information.	Status: The current status of the quote (e.g., Open, Accepted, Rejected, Expired).	Quote Date: The date when the quote was created.	Sales Rep: The name of the sales representative responsible for the quote.	Amount: The total monetary value of the quote.	Quote Number: (Appears to be a duplicate column, likely displaying the same quote number).	Status: (Appears to be a duplicate column, likely displaying the same quote status).	Follow Up: The scheduled date for following up on the quote.	First + Last: The first and last name of the customer associated with the quote.	Address + Suburb: The address and suburb of the customer who received the quote.

Interacting with the Quote Report:

• Opening Quotes: Clicking on the Quote Number will typically open the detailed view of that specific quote, allowing you to review its contents and take further actions.
• Sorting Columns: You can likely click on the column headers (e.g., Quote Date, Amount) to sort the list of quotes based on that column. Look for arrow indicators when hovering over the headers.
• Follow Up Actions: The "Follow Up" column helps you identify quotes that require attention. You may be able to update the follow-up date or mark the quote as followed up directly from this report or by opening the quote.

Best Practices for Using the Quote Report

• Regular Monitoring: Review the Quote Report frequently to stay on top of your outstanding quotes and manage your sales pipeline effectively.
• Utilize Filters Proactively: Use the filters to focus on specific segments of your quotes, such as open quotes nearing their follow-up date or quotes for high-value customers.
• Track Conversion Rates: Regularly analyze the status of your quotes to understand your conversion rates and identify any bottlenecks in your quoting process.
• Follow Up Diligently: Use the "Follow Up" information to ensure timely communication with potential customers, which can significantly impact your success rate.
• Export for Analysis: Export the quote data for more in-depth analysis, such as identifying trends in quoted services or customer demographics.

By understanding and effectively utilizing the Quote Report in Nexus Service Manager, you can gain valuable insights into your sales efforts, improve your quote management process, and ultimately drive business growth.

Updated: 22 April 2025