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
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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