The following two (2) graph reports to analyse Quotes, which are posted and / or confirmed, for a specific period, may be printed:

  • Graph - Quotes per week - Quantities - displays the total quantities of items on the Quantity Shipped field of Quotes per week in a bar chart. 
  • Graph - Quotes per week - Turnover - displays the total selling price amount (excluding tax) of Quotes per week in a bar chart.

This graph only includes Quotes which are posted and / or confirmed. Unconfirmed or open Quotes will be NOT be included in this report.

To print Graph - Quotes per week reports: 

  1. On the Reports ribbon, select User reports → Sales → Quotes → Graph

  1. Select the following:
    1. Report - Select the Graph - Quotes per week - Quantities or Graph - Quotes per week - Turnover report.
    2. Period - Select a period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates to include in the graph. 
  1. Click on the OK button. 

An example of the "Graph - Quotes per week - Quantities", is as follows:

The details is as follows:

  1. Vertical Axis - The total quantities on Quotes per week.   
  2. Horizontal Axis - This is the Number of the Week in the calendar year (1 to 52). 
  3. Totals - Quotes - The total quantities of all Quotes for the selected period.

An example of the "Graph - Quotes per week - Turnover", is as follows:

The details is as follows:

  1. Vertical Axis - The total amount for Quotes per week.   
  2. Horizontal Axis - This is the Number of the Week in the calendar year (1 to 52). 
  3. Totals - Quotes - The total amount (exclusive of tax) of all Quotes for the selected period.