Use Cases:
Revenue Forecasting: The report includes the total quote value by status and by month of event start date. This information allows the sales team to forecast potential revenue based on the value of accepted and outstanding quotes, helping in financial planning and resource allocation.
Sales Cycle Insights: The report provides median days to close for accepted and declined quotes. This helps the sales team understand the typical duration of their sales cycle and identify opportunities to shorten the time it takes to close deals.
Outstanding Quotes Management: The report lists the value of outstanding quotes by the number of days since they were sent. This helps the sales team prioritize follow-ups on quotes that have been outstanding for a long time, increasing the chances of converting them into confirmed bookings.
Client and Event Management: The report includes detailed information on each quote, such as quote name, event name, client name, event venue, and account manager. This helps the sales team manage relationships with key clients and ensure that quotes are accurately tracked and followed up on.
Field Information:
Field Name | Data Type | Filter | Description |
Quote Number | String |
| Quote Number is the Unique Identifier for the LASSO Quote. Quote Numbering can be configured in Company Inventory Settings |
Quote Name | String |
| Quote Name is the name given by the user generating the Quote version in the UI |
Quote Type | String |
| Quote Type indicates if a quote is of type Contract, Quote, or Production List |
Quote Status | String | Y | Quote Status indicates if a Quote is Saved, Sent, Deprecated, Accepted, Declined, or Canceled |
Quote Total | Currency |
| Quote Total is the total value of the Quote, inclusive of any Discounts, Taxes, and Fees |
Event Code | String |
| The Event Code or "Event ID" is a system-generated or customer-generated identifier for events. There can only be one Event Code/ID per Event. Settings for the Event Code/Event ID are located in Company Settings>General>Event Settings |
Event Lasso Code | String |
| The Event LASSO Code is the Event Code generated by the LASSO System, generally used for API integrations |
Event Name | String |
| The Event Name or "Event" field is the common title of an Event; visible in calendar views, orders, reservations, and crew-facing communications |
Event Status | String | Y | Event Status is commonly used as the Sales status of an Event. The Event Status can be used as a filter in calendars as well as in reports. |
Event Account Manager | String | Y | Account Manager is the resource listed in the "Account Manager" field on the event. |
Event Start Date | Date | Y | The Event Start Date is the first date listed for the event in "event dates" in the 'General Info' Spoke in an Event |
Event Client Name | String | Y | The Client listed on the 'General Info' Spoke in an Event. This is primarily the name of a company, not the primary contact |
Event Client Email | String |
| Event Client Email is the Email Address for the Primary Client Contact on an Event |
Event Venue Name | String | Y | Event Venue Name is the primary Venue listed on the 'General Info' Spoke of an Event |
Event Type | String | Y | Event Type is a Customer-generated list used to classify events for filtering and reporting purposes; examples include "Corporate, Concert, TradeShow" etc. |
Event Division | String | Y | Event Division is not used by all customers, but is commonly used to deliniate different business units or departments. Divisions are different than warehouse locations and can either mirror the setup of warehouse locations in a multi-warehouse environment, or represent a different grouping (Southeast vs Northeast, etc). Event Divisions can be used as a calendar filter and can also be used on crew profiles. There can only be one Division per Event, and if used on crew profiles, one Division per crew member. |
Quote Saved By | String |
| Quote Saved By indicates the user who saved the version of the quote |
Datetime Quote Saved | Datetime | Y | Datetime Quote Saved indicates the date and time that the quote version was saved |
Quote Sent By | String |
| Quote Sent By indicates the user who sent a quote to a client |
Datetime Quote Sent | Datetime |
| Datetime Quote Sent indicates the date and time that the quote changed to a 'sent' status |
Datetime Response | Datetime |
| Datetime Response indicates when a quote was marked as Accepted or Declined |
Quote Accepted | Boolean |
| Quote Accepted can be True or False |
Esign Status | String | Y | ESign Status will be either Pending or Completed if an ESign request was sent for the Quote |