Working with sales reports

QuoteNode provides three built-in reports to help you understand your sales performance. All reports are available from the Reports section in the main menu.

Pipeline Value Report

Shows the total value of all active offers, grouped by status and salesperson.

What it measures:

• Sum of offer values in SENT, OPENED, and NEGOTIATION statuses
• Values converted to your base currency using the offer’s stored FX rate

How to use it:

1. Navigate to Reports > Pipeline
2. Set the date range (defaults to the current month)
3. Optionally filter by salesperson
4. View the breakdown by status and by team member

What to look for:

• High pipeline value concentrated in SENT (not OPENED) may indicate delivery issues
• Large amounts stuck in NEGOTIATION may need management attention
• Imbalanced distribution across salespeople can highlight workload issues

Export: Click Export CSV to download the data for external analysis.

Win Rate Report

Shows your conversion rate — what percentage of sent offers result in acceptance.

Calculation: Win Rate = ACCEPTED / (SENT + OPENED + NEGOTIATION + ACCEPTED + REJECTED) in the selected period

How to use it:

1. Navigate to Reports > Win Rate
2. Set the date range
3. View the overall percentage and per-salesperson breakdown
4. Check the monthly trend line for patterns

What to look for:

• A declining trend may indicate pricing, product fit, or follow-up issues
• Significant differences between salespeople can reveal best practices to share
• Seasonal patterns help with resource planning

Time-to-Decision Report

Shows how long it takes for clients to accept or reject offers.

What it measures:

• Days between sent_at and decided_at (ACCEPTED or REJECTED)
• Only includes offers that reached a terminal decision state
• Shows both median and average

Distribution buckets:

• 0-3 days (fast decisions)
• 4-7 days
• 8-14 days
• 15-30 days
• 30+ days (slow decisions)

What to look for:

• Long median time suggests clients need more time, better information, or proactive follow-up
• Offers that take 30+ days may benefit from reminder emails or validity extensions
• Short decision times on rejected offers may indicate pricing misalignment

Common controls

All three reports share these controls:

• Date range — filter offers by their creation or send date
• Salesperson filter — view data for a specific team member or all team members
• CSV export — download up to 10,000 rows for external analysis

Access control

• Salesperson — sees only their own data in all reports
• Manager / Admin — sees data for all team members
• Viewer — can view reports but cannot create or edit offers