The Tilbudspipeline (Quote pipeline) tab shows your quotes: how much is open, how old the open quotes are, and how many turn into orders.
What the page shows
Cards with Åbne tilbud (open quotes, amount and count), Vundet (won), Tabt (lost), Konvertering (conversion), Åbne > 30 dage (open over 30 days) and Gns. alder (average age) of the open quotes.
A chart of open quotes by age (days since created).
Won, lost and open per month.
A matrix Tilbud pr. valgt opdeling (quotes by chosen split) — e.g. by salesperson, customer, customer category, org. unit, quote type or status.
A table with one quote per row: quote no., created, customer, salesperson, quote type, status, amount and age.
How to use it
Narrow down with Regnskabsår (fiscal year), Periode (period, by created date), Sælger (salesperson), Kunde (customer, search field), Tilbudstype (quote type), Status and Org. enhed (org. unit). Ryd valg (clear selections) resets all choices.
Work through the oldest open quotes first — they are the ones lacking follow-up.
Right-click a quote in the table and choose Drill through → Tilbudsdetaljer (Quote details) to see the quote lines.
Good to know
Status shows Sapera's English names: Draft (open), Accepted (won), Discarded (lost).
A quote only counts as won once it has been converted to a sales order in Sapera.
Lost covers both lost quotes and quotes discarded for other reasons.
Konvertering = won ÷ (won + lost), by count. Open quotes are not included.
Age is counted from the created date to today. Amounts are the quote's total including VAT.