Sales Conversion - Quotes to Confirmed Order Deposits

This quote-to-cash funnel connects a Client Quotes board with its Order Confirmation board to show how quotes turn into real revenue. Three stages (new quotes, approved and deposit received) each show a count and a value, along with the approval rate and the share of approved quotes that have paid a deposit. An outcome bar splits quotes into approved, declined and still open, and a plain-language summary explains exactly what the figures include. Every number opens the items behind it.
Tags
FinanceDashboardCustom App Interface
