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Displaying Charts to Analyze Quotes

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You can use the following charts to analyze quotes:

Account Analysis. Shows the number of quotes for each account.
Account Discount Analysis. Shows the average discount for the quotes for each account.
Rep Discount Analysis. Shows the average discount for the quotes for each sales representative.
Status Analysis by Rep. Shows the status of the quotes for each sales representative. Typical statuses are In Progress, Approved, Accepted, Order Placed.

NOTE:  The charts analyze all quotes displayed in the Quotes list. It does not matter which quote is selected when you click the Charts view tab. You may display My Quotes view, My Team's Quotes View or All Quotes view before creating a chart. You may also use a query to limit which quotes are displayed in the list and included in the chart.

To display charts analyzing quotes

Navigate to the Quotes screen.
Optionally, use a query to display only the quotes in the Quote list that you want to be included in the chart.
Click the Charts view tab.
In the Show drop-down list, select the type of chart you want to view.
To view different types of chart, such as pie charts and horizontal bar charts, select the chart type from the other drop-down list and click Go.
If you are viewing the Status Analysis by Rep chart, you can use the By drop-down list to display the result either by sales representative or by status.

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