Quotation Conversion By Operator Report

Quotation Conversion By Operator Report

Purpose:

The Quotation Conversion Report displays the number of quotations by an operator  a selected date range. It also shows the number that were converted into a booking. This report groups the information by the operator. It allows you to see a listing of the quotes for each operator.

Accessing Quotation Conversion By Operator Report:

Reports >> Hireage and Sales Reports >> Quotation Conversion Report >> Quotation Conversion By Operator




Parameters/Filters:


Pickup Location
This report can be run for All Locations or a specific location.
Region
This report can be run for All Regions or a specific region.
Report Date Range Type
This report can be run for one of the following date ranges:
  1. Date Entered 
  2. Pickup Date
Report Date Range
The date range that will be applied to the report.

Example:




Operator
The name of the operator.
Clicking on the red operator's name will open a listing of all of the quotes for this operator.
No of Quote Entered
The number of quotes that this operator created that fall within this reporting period.
No of Converted
The number of quotes that this operator converted to a booking within this reporting period.
No of Days SoldThe number of rental days for the quotes this operator has converted to a booking.
No of Dollars Sold
The total cost of the quotes this operator has converted to a booking.

Below is an example of the bookings listing that will be displayed when you click on the red operator's name.




Quote #
This is the Quote or the Unallocated Booking number.
Quote Date
The date the quote was created.
Pickup
The pickup location of the booking.
Pickup Date
The pickup date of the booking.
Drop Off
The drop off location of the booking.
Drop Off Date
The drop off date of the booking.
Converted
A flag to show whether this quote has been converted to a booking or not.
Total Amount
The total cost of the booking.


Points to Note:

  1. The report is based on the Operator that converted the quote, regardless of who entered the quote.
  2. The cost of the booking includes the rental rates and extra fees.

Printing/Exporting:

Click here for details on how to print or export a report from RCM.