Quote Analysis (MI)

Click  alongside Quote Analysis under MI Monthly (or MI Weekly) on the sub-menu on the left.  Additional options will be displayed.

 

 

Quote - Volume Analysis

Click Quote - Volume Analysis below Quote Analysis.  The QUOTE Volume Analysis screen will be displayed.

 

 

The following columns are displayed:

-           Report Date

-           Current Month Started

-           Current Month Completed

-           Ratio Closed/Created

-           SRs open at end of Period

 

The following fields are available as search criteria:

-           Report Date

 

To view a graph of this information, click .  The Volume Analysis – Quotes (Monthly) graph will be displayed.

 

 

Quote Created Analysis

Click Quote Created Analysis below Quote Analysis.  The Breakdown of Quotes Created screen will be displayed.

 

 

The following columns are displayed:

-           Event

-           Average of Last 11 Months

-           Last Full Month

 

To view a graph of this information, click .  The Management Information graph will be displayed.