Performance
Module: Quotes · For: Carrier users · Page address: /carrier-portal/quotes/analytics
How to get there
Section titled “How to get there”Quotes → Performance
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Quotes module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Export | Export on Quotes | Manage also grants it |
| Create Quote | Create on Quotes | Manage also grants it |
What this page tells you
Section titled “What this page tells you”Quotes created per month — last 12 months
What you see
Section titled “What you see”- Quote Volume Trend
- Quote Status Breakdown
- Key Metrics
- Quotes by Mode
- Won vs Quoted by Month
- Quote Pipeline
- Value Analysis
What you can do
Section titled “What you can do”- Export
- Refresh
- Create Quote
- Total quotes — open all quotes
- Win rate — open accepted quotes
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27