Quote and job reports
What each report in Quote Analytics and Jobs & Work shows, which date it counts by, and what it needs to work.
A reference for the reports in two categories: Quote Analytics and Jobs & Work. For how to open, read and export a report, see Run a report.
Quote Analytics
Quote Conversion
How many quotes you raise, and how many are accepted.
- Figures: Quotes raised, Accepted, Accepted value, Days to accept.
- Chart and breakdown: raised against accepted, by month; acceptance by job category.
- Table: the quotes raised in the period, with value, days to decide and status.
- Counts by: the date the quote was created.
Quote Value Bands
Which sizes of quote you win most often, and where your accepted value comes from.
- Figures: Accepted value, Best band, Largest accepted, Over $25k.
- Chart and breakdown: quotes raised and accepted in each value band; how much each band contributes.
- Table: each band with quotes raised, accepted, acceptance rate and value won.
- Counts by: the date the quote was created. Quotes worth $0 are left out.
Follow Up Ageing
Open quotes, by how long it's been since they were last sent. Use it as your chase list.
- Figures: Open quotes, Quiet 14 days+, Median age, Past validity.
- Lists behind the figures:
- Open quotes: every quote still waiting for a decision.
- Quiet 14 days+: open quotes with no contact for more than a fortnight.
- Past validity: open quotes older than their own validity period, which need re-issuing before they can be accepted.
- Chart and breakdown: open quotes by days since last sent; who owns the follow-up.
- Table: the oldest quotes without an answer.
- Counts by: how things stand today. Age runs from when the quote was last sent. The reporting period isn't used.
Quote Performance
Quotes won and lost, month by month.
- Figures: Win rate, Won, Lost, Undecided.
- Chart and breakdown: won against lost, by month; quotes by status.
- Table: the quotes in the period, largest first.
- Counts by: the date the quote was created. The win rate counts only quotes that have been decided.
Quote Pipeline
The value of the quotes still open.
- Figures: Open value, Weighted, Largest open, Needs follow up.
- Chart and breakdown: open value by status; open value by job category.
- Table: every open quote, with its owner, value and days open.
- Counts by: how things stand today. The reporting period isn't used.
- Weighted is the open value you can expect to win, based on how often your quotes have been accepted before.
Employee Performance
Quote outcomes for each person who quotes.
- Figures: Quoting staff, Best win rate, Most raised, Won value.
- Chart and breakdown: quotes raised against won, by employee; won value by employee.
- Table: each employee with quotes raised, won, win rate and won value.
- Counts by: the date the quote was created.
- Needs: quotes with an owner set. If no quote in the period has an owner, the report shows Not tracked in Systemise.
Jobs & Work
Job Throughput
How many jobs you finish each week.
- Figures: Jobs completed, Per week, Still open, Avg duration.
- Chart and breakdown: jobs started and completed per week; open work by stage.
- Table: every job that is still open, whatever the period.
- Counts by: the date a job was completed, and the date a job started.
Schedule Adherence
Whether jobs finish by their planned end date.
- Figures: On-time completion, Average slip, Ran late, Undated.
- Chart and breakdown: on time against late, per week; how many days jobs slipped.
- Table: jobs that ran past their end date, with the number of days they slipped.
- Counts by: the date a job was completed, compared with its planned end date.
- Needs: completed jobs with a planned end date. Without any in the period, the report shows Not tracked in Systemise.
Category Volume
Your work mix by job category, by count and by value.
- Figures: Jobs, Largest by volume, Largest by value, Avg job value.
- Chart and breakdown: jobs and value by category; value by category.
- Table: each category with jobs, hours, value and average value.
- Counts by: the date the job was created.
- Needs: jobs with a job category. Without any in the period, the report shows Not tracked in Systemise.
Job Status
Where all your jobs are right now.
- Figures: All jobs, Open, Not scheduled, On hold.
- Chart and breakdown: jobs by status; current status.
- Table: open jobs, largest value first.
- Counts by: every job on file. The reporting period isn't used.
Active Jobs
Everything open right now, and which open jobs need attention.
- Figures: Open jobs, Median age, Open 3 months+, Not invoiced.
- Lists behind the figures:
- Open jobs: every job that hasn't been completed.
- Open 3 months+: jobs still open more than three months after they started.
- Not invoiced: open jobs with nothing invoiced against them yet.
- Chart and breakdown: open jobs by age; open jobs by status.
- Table: open jobs, with category, start date, value and status.
- Counts by: how things stand today. The reporting period isn't used.
Duration Analysis
Hours worked on jobs against the hours allowed for them.
- Figures: Hours allowed, Hours worked, Jobs over, Avg job.
- Chart and breakdown: allowed against worked, by job; hours worked by category.
- Table: jobs by how far over or under their allowance they ran.
- Counts by: the date the job was created. Only jobs with an hours allowance are included.
- Needs: jobs with an hours allowance. Without any in the period, the report shows Not tracked in Systemise.