> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.omegatheme.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Quote Analytics ### 1. Quote Performance 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) ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1r6ox17.png) # 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 * Total quotes rejected: Total quotes that have been rejected * Conversion rate: Percentage of quotes that result in a draft order - ***Conversion rate = Total quotes converted / Total quotes*** ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1ocp5gf.png) # 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 ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_12hldon.png) * Total quote over time: Total quotes that have been submitted and created following the selected date range ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_vi8gcn.png) * Total quote button clicks over time: The cumulative number of times users clicked the quote button ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1fxfkla.png) * Click-to-Quote rate over time: The percentage of users who click the quote button and then go on to submit a quote ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_m4236f.png) * Top products clicked: The 10 products with the most quote button clicks on the storefront ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_tx4s7g.png) * Top products converted: The 10 most frequently quoted products that resulted in draft orders. Counting based on times. ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_13pl5lz.png) * Top customers by total quotes: Top 10 customers by total quotes submitted and created ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_lt0r5c.png) * 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*** | ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_verk5a.png) | ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_ke3ggc.png) | 2. The conversion rate value showed in the chart is following the formula: ***Conversion rate = Total quotes converted / Total CUMULATIVE quotes*** ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1ir95w0.png) ### 2. Profit Leak Report See exactly how much profit your quotes are giving away — and which quotes, customers and products are responsible. Where to find it: **Analytics → Profit leak report** 1. **What the Profit Leak Report does** When you send a quote, you decide the price. What the price does to your margin is usually invisible until the order is already won. The Profit Leak Report closes that gap: it compares every quote you sent against a target profit margin of 20% and adds up the profit you gave away on the quotes that fell short. It answers four questions in one screen: •     How much profit did we lose in this period by quoting too low? •     Is it getting better or worse over time? •     Which customers are we consistently under-pricing for? •     Which products drag our margin down the most?   ||| **Good to know** **The report never changes a quote. It is read-only analysis — you decide what to do with it.** Only quotes below the target margin count toward lost profit. High-margin quotes do not cancel them out. 4. **Report Detail** ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1shod4x.png) 5. **How the numbers are calculated** * **Step 1 — Actual profit** For each quote, QuoteSnap adds up the cost of everything on it (cost per item × quantity) and subtracts that from the quote value. ||| Actual profit  =  Quote value  −  (cost per item × quantity, summed over all line items) * **Step 2 — Margin** ||| Margin %  =  Actual profit  ÷  Quote value  × 100 * **Step 3 — Is the quote below target?** The target margin is 20%. A quote with a margin under 20% is a leaking quote and appears in the table and the breakdowns. A quote at or above 20% does not. * **Step 4 — Lost profit** Lost profit is the distance back up to the target — the extra profit that quote would have produced at a 20% margin. ||| Lost profit  =  (Quote value × 20%)  −  Actual profit The Lost profit card at the top is the sum of that figure across every below-target quote in the selected period. ![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1f0k2ip.png)