# 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 {% hint style="info" %} If you don’t see this widget on your dashboard and believe you should, contact your system administrator to update your user permissions. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://support.ordereazi.com/sales-features/dashboard/sales-snapshot-widget.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.