WindoorERP Documentation 19.0

Analyze quotation win rates, average deal margins, and sales rep estimation performance

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Delivers deep statistical insights into quotation win rates, discount percentages, average deal margins, and time-to-conversion across aluminium series and sales teams.

Before you start

  • Sales Manager or Executive privileges.

Steps

Quotations analytical pivot matrix by sales team and margin

Quotations value and margin graphical analysis

Important

Comparing quotation margins against actual manufacturing costs highlights accurate estimation practices.

  1. 01
    Open CRM › Sales › My Quotations and switch to the Pivot or Graph view.
  2. 02
    Select Measures: analyze Total Untaxed Amount, Margin, and Discount (%).
  3. 03
    Group by Salesperson to identify top estimators and closing ratios.
  4. 04
    Group by Order Date › Month to monitor quarterly quotation volume trends.

Common mistakes

  • Allowing sales reps to apply unauthorized discounts exceeding company price policy thresholds.
  • Focusing solely on quotation quantity without tracking gross margin profitability.

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