Control your quote performance with Analytics

Date range

You can select the data range within 60 days

• Today / Yesterday
• Last 7 / 30 days
• This month / Last month
• Last 60 days
• Custom (within 60 days)

Basic number

• Total quote value: The cumulative value of all quotes issued (received from storefront and created manually in the admin)
• Total quote: Total quotes that have been submitted from storefront and manually created
• Total quotes converted: Total quotes that have been converted to draft orders
• Conversion rate: Percentage of quotes that result in a draft order - Conversion rate = Total quotes converted / Total quotes

Chart

• Total quote value over time: The cumulative value of all quotes issued (received from storefront and created manually in the admin) following the selected date range

• Total quote over time: Total quotes that have been submitted and created following the selected date range

• Top products converted: The 10 most frequently quoted products that resulted in draft orders. Counting based on times.

• Top customers by total quotes: Top 10 customers by total quotes submitted and created

• Conversion rate over time:

1. The conversion rate value showed on the top is following conversion rate on the top: Percentage of quotes that result in a draft order - Conversion rate = Total quotes converted / Total quotes

2. The conversion rate value showed in the chart is following the formula: Conversion rate = Total quotes converted / Total CUMULATIVE quotes

Updated on: 24/11/2025