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Quotation Conversion Report

Reference Number: AA-00662 Views: 5924 Created: 2011-12-13 16:23 Last Updated: 2012-01-05 17:23 0 Rating/ Voters

In This Section

Quotation Conversion Report

To Generate a Quotation Conversion Report

To Print a Quotation Conversion Report

To Export a Quotation Conversion Report to Excel

Summary


Quotation Conversion Report

 

The Quotation Conversion Report displays the number of quotations by location or region that were converted into sales over a selected date range. Reports can be ordered either by enquiry or pickup date.


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To Generate a Quotation Conversion Report

 

1. On the Reports menu, click the Hireage and Sales Reports tab.

 

2. Click Quotation Conversion Report (see Fig. 300).

 

Fig. 300. Click Quotation Conversion Report

 

3. On the Quotation Conversion Report Page (see Fig. 301):

 

A. Choose to report by location, region, or brand.

 

B. By default, the report is ordered by enquiry date. You may change the ordering to pickup date, if needed.

 

C. The date range for the report is set to the current system date. You may change the date range, if needed.

 

Fig. 301. The Quotation Conversion Report Page

 

4. Click View to generate a report ordered by location  (see Fig. 302).

 

Fig. 302. The Quotation Conversion Report

 

Once you generate the report, you can print it and export it to Excel.

 

NOTE: Table 65 shows descriptions of each column found on the Quotation Conversion Report.


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To Print a Quotation Conversion Report

 

1. Generate a Quotation Conversion report (see To Generate a Quotation Conversion Report).

 

2. After generating the report, click Print to display a printer-friendly version of the report in a separate browser window (see Fig. 303).

 

Fig. 303. A Printer-Friendly Quotation Conversion Report

 

3. Print the report using your browser's Print feature.


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To Export a Quotation Conversion Report to Excel

 

1. Generate a Quotation Conversion report (see To Generate a Quotation Conversion Report).

 

2. After generating the report, click Excel.

 

3. You will be asked to either open or save the Excel file (see Fig. 304). To open the file in MS Excel, click Open. To save the file to your local drive, click Save.

 

Fig. 304. Click Either Open or Save

 

4. If you choose to open the file in Excel in Step 3, you can save the file by using Excel's Save As feature. If you choose to save the file to your local drive, navigate to the location on your local drive where you save the file and click the file to open it in Excel. Fig. 305 shows a sample Quotation Conversion report exported to Excel.

 

Fig. 305. A Quotation Conversion Report Exported to Excel

 

NOTE: Depending on the browser you are using to access Rental Car Manager, you may be prevented from opening an Excel file from the Internet on your computer. To resolve this problem, see the FAQ section on the Rental Car Manager Help Center.

 

 

Table 65. The Quotation Conversion Report Columns


Column Name

Description

Location/Brand/Region

The location (or branch) name or the brand name or the region name

No. of Quotations

The number of quotations for the specified date range

No. of Converted Quotations

The number of quotations that were accepted or turned into vehicle reservations

Conversion Rate

The percentage of converted quotations

No. of Days Sold

The total number of hired days for the converted quotations 

No. of Dollars Sold

The total revenue generated from the converted quotations


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Summary


This article details the Quotation Conversion Report tab, where a report that displays the number of quotations by location or region that were converted into sales over a selected date range is generated. The Quotation Conversion Report screen allows you to view, print, or export to excel the Quotation Conversion Report.


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