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KPI Widgets Quotations

There are 2 widgets available in the Quotation type.

You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here.

Quotations Current month

The basis for the count is the "Order date" field from the Quotation header.

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  1. The number shows the quantity of Quotations in the Current month.
    • Black, if the value is greater than 0
    • Red, if the value is equal to 0.
  2. The blue chart shows the quantity of Quotations per Month in the last 12 Months.
Quotation status Included in count
Non-completed Quotation x
Completed, not transferred Quotation x
Completed, transferred Quotation x
Deleted Quotation

Quotation value Current month

The basis for the calculation of the monthly values is the "Order date" field from the Quotation header.

IW7jAqdaMUnGOmXE-drawing-9-1775642473.png
  1. The number shows the Quotation sum of the Current month without decimal places.
    • Black, if the value is greater than 0
    • Red, if the value is equal to 0.
  2. The blue chart shows the values per Month from the past 12 Months. In this example screenshot, significantly more Orders were written this month than in the past 12 Months.
Quotation status Value included in calculation
Non-completed Quotation x
Completed, not transferred Quotation x
Completed, transferred Quotation x
Deleted Quotation