Sales Snapshot Widget
📈 Sales Snapshot Widget
The Sales Snapshot widget brings together multiple high-level sales metrics into one unified view. It's designed to give users and managers a quick but powerful summary of quoting, order conversion, invoicing, and profitability.
Each section in this widget presents key performance data for the selected date range and user or role filters.
📤 Quotes Sent
What it shows: Number of quotes sent and total quoted value
Purpose: Track outbound sales activity and sales potential
✅ Orders Approved
What it shows: Number of orders approved and their total value
Purpose: See how much quoting activity is successfully converting into real business
🔄 Conversion Ratio – Approval Based
What it shows: Percentage of quotes that resulted in approved orders
How it’s calculated: Approved Orders ÷ Quotes Sent
Purpose: Understand your team’s ability to close deals after quoting
🔄 Conversion Ratio – Quote Based
What it shows: Percentage of quotes that have been converted to completed quotes (fully or partially)
How it’s calculated: Completed Quotes ÷ Quotes Sent
Purpose: Useful when some workflows treat quotes as completed without converting into an order
🧾 Invoices Sent
What it shows: Number of invoices sent and the total invoice value
Purpose: See how much of your sales pipeline is reaching billing
📊 Gross Profit
What it shows: Profit value and gross profit %
Purpose: Quickly assess how profitable the work in the period has been, based on invoiced values and cost of goods
Last updated