Monthly Quote Performance by Quote Count
This report, along with the Monthly Closing Rate by Value, is the best report to examine sales percentage per month per salesperson.
It shows all the key metrics for determining your monthly closing rate per salesperson per month:
Total number of quotes created
Number of converted (won) quotes
Number of lost (archived) quotes
Number of open quotes (neither lost nor archived)
Closing rate (converted quotes / all quotes)
There are two keys to making this report work:
Date is based by quote creation. This means that a quote created in January and converted in February will show in January's stats. This is the only accurate way to get a closing rate.
No junk data. All lost quotes must be archived with an archive reason (it will still work if your expired quotes are set to archive themselves automatically). All won quotes must be converted. All open quotes are real, open quotes.