> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/dashboard/filters-and-stats-summary.md).

# Filters and stats summary

How many quotes went out this week, and how many became orders? The row of figures at the top of the OrderEazi dashboard answers that for the period you choose. Each figure counts projects or invoices in the period, and shows their value excluding VAT.

### Before you start

Each figure needs its own permission, in the **Dashboard** permission group: **Quote Summary**, **Approvals Summary**, **Invoice Summary**, and **GP Summary**. To choose the period, see [Dashboard](/central/order-management/dashboard.md).

### What each figure shows

* **Quotes Sent:** Projects with a quote created in the period, and their value.
* **Orders Approved:** Projects with a sales order created in the period, and their value.
* **Conversion Ratio - Approval based:** Orders approved in the period, as a percentage of quotes. The quotes can be from any date.
* **Conversion Ratio - Quote based:** The same, but only counting orders whose quote was also created in the period.
* **Invoices Sent:** Tax invoices dated in the period, and their value after discounts, less credit notes.
* **Gross Profit:** The profit on those invoices, and its percentage.

The values for quotes and orders are each project's current total, excluding VAT and before discounts. Cancelled projects aren't counted. An order approved without a quote counts as quoted too, so it doesn't lower the ratio.

**Example:** This month, 40 projects had a quote and 10 had an order approved. Two of those orders were for quotes sent last month. **Conversion Ratio - Approval based** shows 10 / 40, or 25%. **Conversion Ratio - Quote based** only counts the 8 orders whose quote was also this month, so it shows 8 / 40, or 20%.

### How gross profit is worked out

Gross profit is the invoices' selling value less the cost of the products, expenses, and courier charges on them. Expenses and courier costs count against the invoices that follow them. Costs captured after a project is fully invoiced count in the period they were captured.

If costs are waiting for an invoice at the end of the period, **Awaiting invoicing** shows their value under **Gross Profit**.

**Example:** You invoice R100 000 this month on products that cost R70 000, with R5 000 of courier costs. **Gross Profit** shows R25 000, or 25%.

### Related pages

* [Dashboard](/central/order-management/dashboard.md): choose the period and the people
* [Sales Report](/central/order-management/reports/sales-report.md): see the documents behind the figures