Quote & Pricing Dashboard
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Quote & Pricing Dashboard
Salesforce quotes · revenue, cost, margin, discount & quote health · all values USD (converted)
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Account
All
Region (Reporting)
All
High Level Product
All
Quote Status
All
Opportunity Stage
All
Opportunity Owner
All
Created By
All
Quote Flag
Created From
Created To
Synced quotes only
Detailed regions
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Overview
Quote Insights
Revenue
Cost
Profitability
Discounts & Pricing
Product / Service Demand
Quote Register
Key highlights
Quote lifecycle
Net quoted value by quote status · click a bar to list its quotes
Opportunity stage
Net quoted value by opportunity stage · click a bar to list its quotes
Monthly revenue trend
Net price and cost by quote created month, margin % on the right axis · click a month to list its line items
Net price
Cost
Margin %
Quotes created by month
Net quoted value by created month, stacked by quote status · click a segment to list its quotes
Quote value vs margin
Each dot is one quote · hollow = cost missing · click a dot to open the quote, or a quadrant below to list its quotes
Margin target
applies dashboard-wide
%
Net quote value
large-quote threshold
$
Margin distribution
Quotes per margin band · "Cost missing" quotes show 100% margin because no cost is attached · click a bar
Quotes needing attention
Rule-based checks on each quote · click a rule to list the quotes it caught
Version sprawl
Opportunities with more than one quote · green outline = synced quote · click the opportunity to compare, or a quote to open it
Quote register
One row per quote · click a column header to sort, again to reverse · click a row for line-level detail
Export CSV
Quotes
Export CSV
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