Work the Quotations list: its filters, its seven views, and what the pivot really counts

This menu has its own search view, which is why its filters differ from the ones on Orders. Typing in the box searches the order reference, the customer reference and the customer name at once.

The Group By list offers Salesperson, Customer, Order Date and Payment Method — and nothing else. There is no group-by for status, so the obvious way to compare quotations against orders is not offered here; add Status as a column and sort, or use the two filters in turn. Beyond the filters, the panel also lets you search by Salesperson, Sales Team, Product, Project, Campaign, Activities of and Activity type.

The pivot opens with Order Date grouped by month down the rows, nothing across the columns, and a single measure, Total. That measure is the tax-inclusive order total, and its grand total will match the sum at the foot of the list exactly — a useful check, and a trap if you quote it as revenue.

Click a row header to expand it by any field — Customer, Salesperson, Sales Team, Status. The toolbar beside Measures flips the axes, expands every level at once, and downloads the grid to a spreadsheet.

The graph opens as a bar chart of Total grouped by Customer. It is not a time series: a single tall bar is one large contract, not a good month. To make it a trend, change the grouping to Order Date and pick the line chart from the toolbar, which also offers a pie, stacking, and ascending or descending sort.

There is no conversion measure anywhere in the Sales app — no win rate, no average days-to-close, no stage velocity. Sales orders have no stages and no probability; those belong to the CRM pipeline, which is where a real funnel lives. What this screen can give you is a defensible approximation, built from two readings.

1. Remove My Quotations if you want the team, and add Main Orders Only.
2. Apply Filters ▸ Quotations, set the pivot measure to Count and to Untaxed Amount, and write both numbers down.
3. Swap the filter for Sales Orders, leave everything else alone, and read the same two numbers.
4. Compare. The second over the first is your conversion by count and by value, for whatever period you had grouped.

Two caveats that matter. The two readings are snapshots of what things are now, not of what was quoted then, because a quotation that was confirmed no longer counts as a quotation. And the period is the order date, which for a confirmed order is the date it was confirmed. For a genuine cohort — what became of everything quoted in March — the pipeline reporting in CRM is the right tool, not this list.

Each of these is a real capability that exists in the software and is switched off on this fleet. They are listed here because their absence is what sends people looking for a fault.

• Quoting the pivot's default Total as revenue. It includes tax.
• Reading a number off this screen with My Quotations still applied and presenting it as the team's.
• Totalling without Main Orders Only, so every variation is counted twice.
• Treating the bar chart as a monthly trend.
• Comparing this pivot with a Sales Analysis figure without matching the filters — different model, different rows, different defaults.
• Calculating a win rate from two readings taken weeks apart. Take both in the same sitting, with the same chips, or the difference measures your filters rather than your team.