Reports and Dashboards
Quote Approval Reporting
Approval SLA, pending aging, decision trends, rejected reasons, and high-value quotes
Dashboards
| Dashboard | Purpose |
|---|---|
| Quote Approval Dashboard | Work queue and approval performance. |
| Quote Approval SLA Dashboard | Aging, bottlenecks, and SLA visibility. |
Reports
| Report | Use |
|---|---|
| Quote Approval Decision Trend | Track approve/reject volume over time. |
| Quote Approval High Value Pending | Find large quotes waiting for decision. |
| Quote Approval History By Action | Audit submission, approval, rejection, and email actions. |
| Quote Approval Pending Aging | Identify stale approvals. |
| Quote Approval Rejected Reasons | Review pricing, payment, policy, or item issues driving rejection. |
Operating Practice
Approval reports are action queues. High-value pending and aging reports should be reviewed daily during active selling periods.
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