Quotation Conversion Report
Purpose:
The Quotation Conversion Report displays the quotations that were converted into bookings over a selected date range.
Accessing Quotation Conversion Report:
Reports >> Daily Activity Reports >> Booking Status Report >> Quotation Converted
Parameters/Filters:
Pickup Location | This report can be run for All Locations or a specific location. |
Brands | If branding has been turned on, this report can be run for All Brands or a specific brand |
Category Type | This report can be run for All Category Types or a specific category type |
| Category | This report can be run for All Categories or a specific category type |
Date Range Type | This report can be run for one of the following Date Ranges:
|
Date Range | The date range the report will be run for. |
Example:
Res # | The reservation number of the booking. Clicking on the red reservation number will open the Booking Details screen. |
Name | The name of the customer associated with the booking. |
Category | The vehicle category that is associated with the booking. |
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. |
Booking Total | The total cost of the booking. |
Source | The rental source associated with the booking. |
Agent | The name of the agent associated with the booking. |
Date Converted | The date and time the quote was converted to a booking. |
Converted By | The name of the operator who converted the quote to a booking. |
Quote Created | The date and time the quote was created. |
Created By | the name of the operator who created the quote. |
Printing/Exporting:
Click here for details on how to print or export a report from RCM
Important Articles
Related Articles
Quotation Conversion By Source Report
Purpose: The Quotation Conversion Report displays the number of quotations by rental source over a selected date range. It also shows the number and percentage of these that were converted into a booking. This report groups the information by the ...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 ...Agent Quotation Conversion Report
Purpose The Agent Quotation Conversion Report allows you to see how many quotes have been made through each Agency Branch as well as those that have been converted into bookings and the value of these bookings. This can be useful in determining which ...New Report - Agent Quotation Conversion
There is a new report in RCM that allows you to see how many quotes have been made and how many of those have been converted to a booking for each Agency Branch. The rental value of these bookings is included in this report. This can be useful in ...Quotation Conversion By Location Report
Purpose: The Quotation Conversion Report displays the number of quotations by location over a selected date range. It also shows the number and percentage of these that were converted into a booking. This report allows for the choice of how the ...