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Monthly income reports for Quotes

I would like to see a report available for Quotes before they get generated to invoices so my business can track monthly income on potential orders as alot of my orders dont get turned into invoices til much later on.It's important to keep track of my incomings so that we can continue to function at a profitable level. It would also help us to see if we need to increase customer interest. Also I would like to keep a footprint of the quote raised so I can find it at a later date. At the moment it disappears once its been converted to an invoice.

  • Dave Thomas
  • Apr 26 2017
  • Already exists
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  • Admin
    Natasha Chryssafi commented
    May 04, 2017 11:34

    Hi Dave

    There's a Quote List report in General Reports which shows you the quotes you have open.  I hope that's helped!



  • Ben B commented
    September 12, 2017 09:26

    It doesn't help at all.  There needs to be an export to excel function.