Understanding Quote Analytics

Track how long quotes take to be submitted, approved, delivered, and accepted, and how often they need approval.

This feature requires an Enterprise plan.

Beta. Quotivity Analytics is in beta. It is currently gated: it isn’t turned on for any account by default, and we enable it for each account on request. To request access, email help@quotivity.com with your HubSpot account ID.

Overview

Quotivity Analytics shows how your quoting workflow performs over time: how long quotes take to reach each stage and how much of the approval process they go through. Admins open it from Quotivity Analytics at the top of the Studio sidebar, and can also put the same charts on a HubSpot dashboard.

The page reports on the date range you pick. Every number covers quotes that finished the relevant step inside that range — a quote approved on 14 July counts toward that day’s approval time, whenever it was created.

Beta status and requesting access

Quotivity Analytics is a beta feature. While it’s in beta:

It’s off until you ask for it. No account gets it automatically, and it isn’t switched on by a plan upgrade. Email help@quotivity.com with your HubSpot account ID and we’ll enable it for your account.
Data starts on the day we enable it. Quotivity starts collecting analytics data the day the feature is turned on for your account. Quotes that were created, submitted or approved before that day don’t appear, so a new account’s charts fill in over the first weeks.
It may change. We’re still refining the metrics, their names and the page layout based on customer feedback, so expect some changes before general availability. Tell us what you’d like to see at help@quotivity.com.

Once the feature is enabled, the Quotivity Analytics entry appears for your Admins the next time they load Quotivity Studio.

Opening Quotivity Analytics

In Quotivity Studio, click Quotivity Analytics at the top of the sidebar.
Pick a date range with the date picker in the top-right corner, or keep the default of the last six calendar months.
On a wide screen, use On this page on the left to jump to a chart.

The three Highlights tiles at the top summarize the range at a glance, and the charts below break every metric down by quote owner and over time.

Who can see it

Only users with the Admin role in accounts where the beta has been enabled. Sales Reps don’t see the sidebar entry, and opening the page address directly shows a not-found page. Accounts without the beta don’t see the Quotivity Analytics entry at all.

The one exception is the HubSpot dashboard embed: anyone who can open a HubSpot dashboard carrying the embed link sees the charts, whatever their Quotivity role. See Adding Quote Analytics to a HubSpot dashboard.

What the numbers mean

Every metric can be broken down by quote owner and over time. Times are shown in whichever unit fits — minutes, hours, or days.

Metric	What it measures	Which quotes count
Quote Creation Time	From the quote’s creation to the last time it was submitted	Quotes that have been submitted (pending approval, approved, or approval not needed)
Time Waiting for Approval	Total time approval requests spent waiting for a decision, added up per quote	Approved quotes. Also broken down by approval queue
Time to Delivery	From creation to the moment the quote was ready to send — its publish date	Published quotes. Also broken down by approval queue and by whether approval was required
Time to Acceptance	From ready to send until the quote was signed or marked as accepted	Published quotes that were accepted. Also broken down by e-signature vs manual acceptance
Approval Requests	How many approval requests were raised	All quotes, counted on the day of the last submission
Requests per Submitted Quote	Average number of approval requests per quote that entered the approval process	Quotes that are pending, approved, or rejected
Quotes Requiring Approval	Share of published quotes that needed an approval	Published quotes
Approval Rate	Approved decisions as a share of all approve/reject decisions	Every approval decision

The three Highlights tiles show the median (the middle quote) for creation, approval, and acceptance time, with a comparison against the period of the same length immediately before your selection — “0.3 d faster vs. prior period”. The charts below plot the average per day, week, or month (depending on how long a range you picked), one line per owner, plus a dashed Average line for the whole account.

Choosing a date range

Use the date picker in the top-right corner. Pick a shortcut — Last 7 days, This month, Last month, Last 3 months, Last 6 months, or Year to date — and it applies straight away. For exact dates, click a start and an end day on the calendar (or type them into From and To) and press Apply.

A range can cover up to 366 days and can’t extend past today.
The start date can be at most 12 months ago.
The default view is the last six calendar months.
Charts are grouped by day for ranges up to a month, by week (starting Monday) for ranges up to about four months, and by month beyond that.
The Highlights tiles compare against the period of the same length just before your range. When that earlier period would reach back more than 12 months, no comparison is shown.

Exporting

Export downloads a CSV of everything on the page for the selected range: each metric for the whole range, for the prior period, and per day, week, or month, plus every breakdown (owner, approval queue, approval required, acceptance type), with quote counts and averages. Durations in the file are in hours.

Admins can add every Quotivity Analytics chart to a HubSpot dashboard, so the team sees quoting performance next to the rest of its HubSpot reporting. You generate a private link under Settings → Analytics → HubSpot Dashboard and paste it into a HubSpot dashboard as external content. The link works without a Quotivity sign-in, so treat it like a password.

For the step-by-step setup, how to rotate or disable the link, and what to do if the widget doesn’t load, see Adding Quote Analytics to a HubSpot dashboard.

Freshness and limits

Analytics refresh once an hour; the header shows the refresh interval. Actions you take right now appear in the next refresh, so don’t expect a quote you just approved to move the numbers immediately.

Approval times are recorded when each approval decision is made, so recalling a quote and resubmitting it counts the new request separately.

Breakdowns by the deal’s close type (won, lost, open) are not available yet.

Troubleshooting

Either the beta hasn’t been enabled for your account yet, or you aren’t an Admin. Ask an Admin to check, and if nobody in your account sees it, email help@quotivity.com with your HubSpot account ID to request access.

The dashboard says there’s no quote activity

Quotivity only counts activity from the day the beta was enabled for your account, and the numbers refresh once an hour. If the feature was turned on recently, or you picked a range from before that day, the page is empty. Choose a later range, or check back after your team has created, submitted and approved a few quotes.

The page says analytics are busy

The reporting service is shared and briefly saturated. Wait a minute and reload — nothing on your account needs fixing.

A warning says some quotes were left out

Your account has more quote history than one report can hold, so some quotes are missing from the numbers. Narrowing the date range doesn’t change this. Contact help@quotivity.com and mention the warning.

Can Sales Reps see these numbers?

Not in Quotivity Studio — the page is Admin-only. If an Admin adds the charts to a HubSpot dashboard, everyone who can open that dashboard in HubSpot sees them, Sales Reps included.

No screenshots are included because the dashboard is populated with your own account’s data and looks different for every customer.