How to create Reports: Sales Forecast, Win Rate, and QS Quote Summary
This article will show you how to create three new reports in MeasureSquare CRM, namely: QS Quote Summary, Sales Forecast, and Win Rates
Step 1: Go to the Reports Module
Step 2: Select on any of these Reports to create: QS Quote Summary, Sales Forecast, or Win Rates
QS Quote Summary Report - This report provides a breakdown of all created Bids, Quotes, and Change Orders for a defined time range. This will display each Quote's corresponding company name, amount, job name, status, creation date, and owner. You can also export this report to Excel
Win Rates Report - This report shows the percentage of won projects compared to the total number of projects. Additionally, it will show the won amount and profit. This helps in generating reports on win/lose rates or bids.
Win rate is computed by: Win Rate = (Number of Won Projects ÷ Total Number of Projects) * 100
Projects marked as 'Won' in the sales pipeline contribute to the win rate calculation. Approved proposals (Bids, Quotes, Change Orders) contribute to the Won Amount and Won Profit.
Sales Forecast Report - This report is used to predict future sales performance based on historical data and the probability rates set under your Settings > Pipelines & Stages.
The probability rate will vary depending on which stage a Project is currently in.
Weighted Amount is computed by: Weight Amount = Probability Rate * Amount
Projects will feed into the Sales Forecast report once you set an Expected Win Date in the Project Overview
For any further questions, please reach out to our Support team
Related Articles
How to Create a Quote in MeasureSquare CRM
In this article you will learn how to create a quote on MeasureSquare CRM. There are two methods to create a new quote: Method 1 Step 1. Select your project Step 2. From your Project view, open your diagram Step 3. Click the +Add button to the right ...How to Create a Sales Pipeline in MeasureSquare CRM
In this article, we will show how to create a sales pipeline to indicate projects that are 'Won' and 'Lost'. This applies to MeasureSquare CRM. Setting a Sales Pipeline to mark 'Won' and 'Lost' A sales pipeline is a visual representation of your ...CRM User Manual: Billing & Financials, Lesson 4: Reporting & Analytics
Reporting & Analytics As you explore MeasureSquare CRM, one of the most impactful tools you’ll encounter is the Reporting & Analytics suite. These features help you track performance, visualize trends, and make informed decisions—whether you’re ...How to change the tax rate in MeasureSquare Mobile for iPad?
In this article, we're going to show you to change the tax rate on the Forms This article applies to MeasureSquare Mobile App for IOS Step 1: Click Reports -> select Forms. Step 2: Click the Blue Percentage on the bottom half of the screen Step 3: ...How to Create new Bid/Quote in Stone?
In this article, we will walk you through on how to create a new bid/quote in your project. Create a new worksheet: In the Worksheet tab, click New to generate a Worksheet for the project. The New Worksheet window will appear. Select the Template to ...