Using the statistics tool on WebCargo, you can view how effectively your colleagues are using the platform to quote. Add filters to see the complete number of quotes secured, lost or pending per user or by the whole company.
Important: This is only available for Professional and Enterprise pack types.
To find out how you can keep on top of your WebCargo statistics, continue reading.
Click on the Statistics tab
Once logged in, click on the Tools tab. Then, select the sub-tab Statistics and select Statistics from the drop-down.
2. Organizing your quotations results
At the top of the results, you’ll find different parameters you can add to narrow down the search results even more.
Clicking on the View dropdown will allow you to filter quotations per Client, Origin, Destination, Company, and on a User level. Selecting any of these will change the way the results are displayed.
To the right of the View dropdown, you’ll find the Order dropdown.
This is where you can choose to order your results by the status of the quotation, for example, if it has been won, lost or expired. You can also choose to filter by the percentage, to view the percentage of quotations won based on the view chosen earlier.
Adding filters for both View and Order will change and alter the way results are organized. E.g. if you decide to choose the view as User and then add the Order as Won, it will show you all users and will organize them by the most amounts of quotes won.
At the top, you’ll find the user with the most amount of quotations won.
3. Viewing the results
You can view your quotation statistics in either the table format or as a chart, depending on how you want to visualize the results. Click on Format, then select either Table or Chart from the dropdown.
The Table view is the default view, as shown in earlier screenshots. The Chart view will format the quotation results into a bar chart.
The green part of the bar chart represents the percentage of quotations won, the grey part represents the number of pending quotations, and the red part indicates quotations lost, or not accepted by the customer.
Finally, you can choose to add more search parameters if you want to see statistics for specific clients, origins and destinations, specific airline companies, types, specific dates and by an individual user.
If you have previously added a client on your WebCargo account that you use for frequent quotations, select them from the dropdown.
For Origin or Destination airports, enter the name of the airport and select it from the dropdown. You can include as many of each as you want.
For the Type filter, you can choose to organize the results to showcase studies of the quotations.
For example, you can choose to select Case studies - proposals which will show you a graph of all sent, or proposed, quotations.
Case Studies - Kilos will show you how many kilograms have been made proposed. Green shows the number of kilograms that have been accepted in quotes, gray shows kilograms pending to be accepted, and red shows kilograms rejected for quotations.
You also have the option to order by Open proposals. These are quotes that do not have a specific weight, with prices being sent per breakpoint.
You can then choose to see results for a specific date range. Select it as All year round to see the statistics for the whole year, or select an individual month to see information about that specific month. If you wish to see results for a different year, enter it in the box next to the date dropdown.
Finally, to view one specific user’s performance when quoting, choose them from the User list.
Important: remember each time you add a parameter, click the Search button to refresh the results.
4. Dive deeper into specific statistics
Once you have added your parameters, you can choose to dig deeper into the statistical results.
On each row when in the Table view, there is an eye symbol to the right of each row within the See details column. Click on this symbol to open up another view, where you can dive deeper into the statistics.
You’ll then be taken to another page which shows you graphs for the last 12 months of quotations that have been won, lost or are pending an answer.
The title of the graph will show you what you’re being shown statistics for. In the above example, you can see that the results chosen were for origin, and the origin airport chosen is LHR.
Underneath the chart, you’ll find the top 10 quotations made per airline, destination, and clients that the quotes were created.
Choose to sort the top 10 results by clicking on the Top 10 sorted by dropdown. You can either order by the total number of quotations, or as a percentage of the won quotations.
And that's it when it comes to using the statistics tool. Have a look below to find some more articles which may interest you.