This report tracks quotes and estimates entered within the date range.
Quote & Estimate Count: Number of Quotes and Bid Pro Estimates with Quote Date or
Estimate Date within the selected Date Range.
Related quotes or sub-estimates do not count as they are considered to be a different version of the Primary quote or estimate. Although this report is within the CPM module, the quotes and estimates counted are not necessarily related to a CPM record. 
In the example report, Gene Thompson has two original quotes, one primary quote with a related
quote, which counts as one and no estimates. His count is 3.
Quote & Estimate Average GP: Average GP of all Quotes & Estimates Salesperson
produced within the selected Date Range.
In the example report above, the GP %s for Gene’s Quotes are:
ES000011 31.53 Primary
ES000012 33.22 Original
ES000013 31.32 Related
ES000026 55.01 Original
To get the average first Average together any primary quotes with their related quotes and
average together any Estimates with their sub-estimates. Then average those numbers with
the remainder of the quotes and estimates.
31.53 + 31.32/2 = 31.425
31.425
33.22
+ 55.01
119.655/3 = 39.885 = 40%
Quote & Estimate Average: Average of all Quotes & Estimates Salesperson produced
within the selected Date Range. Total $ of quotes and estimates counted (does not include
sub-estimates or related quotes)/Quote & Estimate Count.
In the example report, the total $ for Gene Thompson’s counted quotes and estimates is
373861.80.
$369,528.40 divided by his count of 3 gives an average of $123,176.10.
In the example report above, the $ amounts for Gene’s Quotes are:
ES000011 3024.18 Primary
ES000012 3100.50 Original
ES000013 895.65 Related
ES000026 367737.12 Original
To get the average first Average together any primary quotes with their related quotes and
average together any Estimates with their sub-estimates. Then average those numbers with the
remainder of the quotes and estimates.
3024.18 + 895.65 = 3191.83/2 = 1959.92
Updated 05/15/2020 121
1959.29
3100.50
+ 367737.12
372797.54 /3 = 124265.85
Order Count: Number of Quotes, related quotes, Bid Pro Estimates, and sub- estimates which
have been exported to an order per salesperson. Those entered directly as an order including
orders with leads related to them do not count
In the example report above, Gene Thompson had one quote and one related quote exported
as orders.
Order Average: Average Order Total of the Salespersons Orders.
In the example report above, Gene Thompson’s orders totaled $ 368,948.86 divided by two gives
an average of $184,474.43.
Order Average GP: Average GP of all Orders Salesperson produced within the selected Date
Range.
In the example report above, Gene Thompson’s order had a GP% of 55. Success Percentage: Order Count / Quote & Estimate Count
Lost Sales: (Quote & Estimate Count - Order Count) * Average Sale. If a Salesperson has no
orders, then the overall Average will be used as the Average Sale.
In the example report above, Gene Thompson’s order average of $ 368,044.68 is multiplied by
2 for a lost sales amount of $736,089.
A group of Related Quotes or Sub Estimates will only count as one unless multiple orders have
been created for the group.
For example, if there are four related quotes and one has been exported to an order, then the Quote & Estimate Count will be one, and the Order Count will be 1. If there are four related quotes and two have been exported to orders, then the Quote & Estimate Count will be two, and the Order Count will be 2.
This report will only be reliable for data produced with RFMS Core Version 10.6.0 and higher.
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