Choose the scope
Analytics results follow the selected date range and the user's allowed dealer or territory scope. Confirm those controls before comparing totals.
Interpret the measures
- Quote and proposal volume describe activity.
- Won or signed outcomes describe recorded lifecycle results.
- Pipeline forecast uses the product's stage weighting and is not a guarantee of future revenue.
- Team and rep comparisons depend on assignment and historical data quality.
Investigate the records
Use summary trends to decide what to inspect, then open the underlying Quotes, Pipeline, companies, or reports. Do not use an aggregate tile as the sole source for a customer-specific decision.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.