Quote value by status List
How much quoted value sits in Draft, Review, Approved and Accepted for each organization.
Review quote value, line margin, review outcomes, requirement readiness and receipt exceptions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 42 | ||
| Review | 8 | 19% | |
| Approved | 2 | 25% | |
| Accepted | 1 | 50% |
Sample totals per stage
How much quoted value sits in Draft, Review, Approved and Accepted for each organization.
Which quotes have lines whose net value sits close to the expected unit cost.
Where discounts are concentrated across the parts you quote.
How often reviewers approve, reject or return, and the reasons they give.
Which aerospace requirements are still open against their required-by dates, by certificate type.
Which pricing, decision or handoff receipts are Pending, Failed or needs review, and why.
Groups Quotes under each Counterparty with Status, Revision, valid until and net amount USD.
Lists Quotes in Draft, Review or Approved whose valid until has passed, by Owner.
Totals net amount USD of Accepted quotes by the month of accepted at and by Owner.
Start free, then use Proto to change fields, steps and approvals before your team goes live.