Quote Conversion Report
There is a Pending Quote Report but this only shows what you haven't won. It would be super useful to have a report to roughly give you the following:
- Quote Date
- Customer (and details, name, address, phone etc.)
- Quoted Amount
- Order Amount (if any)
- Invoice Amount (if any)
- Quote Status (DRAFT, APPROVED, AUTHORISED etc)
(noting, the date filter on it would have to be Quote Date, but recognise "any" invoices or orders from that Quote, regardless of date - as people can accept Quotes months later)