Spot Quote Reports

Spot Quote Reports help teams review quote activity, bid progress, awarded loads, win rate, and margin for spot quote workflows.

What to review

• Quotes sent
• Loads awarded
• Win rate
• Average margin
• Average quote value
• Quote funnel stages
• Customer and carrier performance
• Region, lane, equipment, and team filters

Workflow

1. Open Reports, then Spot Quotes.
2. Set the date range and filters.
3. Review the summary metrics and funnel.
4. Compare customer, carrier, user, and region breakdowns.
5. Export CSV or print when needed.
6. Open the source spot quote or load to correct source data.

Access

Users need View Spot Quotes Report permission. This access is separate from the general Reports permission and should be assigned to users who review spot quote performance.

Saved filters

Use saved filters for recurring reviews such as weekly quote volume, customer win rate, lane performance, or team-level spot quote activity.

Metric notes

Quotes sent count spot quote records where a customer quote was sent. Loads awarded count spot quote opportunities that became awarded loads, including accepted quotes and carrier-bid awards.

Win rate uses loads awarded divided by closed outcomes, where closed outcomes are awarded loads plus lost loads. Average margin uses customer quote price and awarded carrier bid price when both values are available in the same currency.

Average time to first bid, quote, and award charts use minutes.

Reconciliation

If a metric looks wrong, confirm the spot quote status, customer quote amount, awarded bid, team, date range, and whether the quote was built into a load.