# 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.

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### 📤 Quotes Sent

* **What it shows**: Number of quotes sent and total quoted value
* **Purpose**: Track outbound sales activity and sales potential

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### ✅ 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

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### 🔄 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

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### 🔄 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

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### 🧾 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

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### 📊 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

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If you don’t see this widget on your dashboard and believe you should, contact your system administrator to update your user permissions.
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