How to measure quotation conversion
Web
Updated Aug 2026
Quotes that never turn into sales are wasted effort. RushFlow’s Quotation Conversion report shows how many quotations you raised, their total and average value, how many converted into sales, and your conversion rate — plus expired quotes and a breakdown by status — so you can see whether your quoting is actually winning business.
Step by step
- Open the reportWeb: Reports → Quotation Conversion (from the quotations area). Pick a date range (defaults to this year).
- Read the conversionSee total quotations and value, average value, the number and value converted to sales, and the conversion rate.
- Dig into statusThe breakdown by status and the count of expired quotes shows where quotes stall — chase the ones still live before they lapse.
Frequently asked questions
Can I see how many quotes turn into sales?
Yes. The Quotation Conversion report shows quotation count and value, average value, how many converted to sales, the conversion rate, expired quotes and a breakdown by status.
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