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)

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

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

• Total quote button clicks over time: The cumulative number of times users clicked the quote button

• Click-to-Quote rate over time: The percentage of users who click the quote button and then go on to submit a quote

• Top products clicked: The 10 products with the most quote button clicks on the storefront

• 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

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

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?

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

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.

• Step 2 — Margin

• 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.

The Lost profit card at the top is the sum of that figure across every below-target quote in the selected period.

Updated on: 27/08/2026