# Quote reports and metrics

> Find quote details and history, record Dashboard follow-up, and review quote performance and mapped locations.

Language: en-US. Product guide: https://agencymesh.app/help/quote-reports/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Find quotes and history in [Quotes Report](https://app.agencymesh.app/quotes/QuotesSearch); record contact outcomes on [Dashboard](https://app.agencymesh.app/). Quote Metrics and the separate Quote Stats map require Manager or Administrator access.

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## Find a quote and inspect its details

**Where:** [Quotes Report](https://app.agencymesh.app/quotes/QuotesSearch), under **Reports**.

This is a review view. Change contact status on [Dashboard](https://app.agencymesh.app/).

1. Choose **Office**, **Start**, and **End**. Set **Date** to **Created** or **Updated**, then narrow by **Status** or customer details.
2. Click **Search**, then the **Details** eye icon. **Main** shows the summary; **History** shows contact changes. **Agency**, **Customer**, **Policy**, and **Driver & Vehicle** provide further details.

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## Record today’s quote follow-up

**Where:** [Dashboard](https://app.agencymesh.app/) > Action Items > Quotes.

**DNC** means Do not contact. **Called** / **Sent SMS** record today’s contact, so the quote may return tomorrow. **Sold**, **Rewrite**, and **DNC** stop normal follow-up.

1. Find the customer with **Search due quotes...** and use **View** for details. Complete the call or message.
2. In **Contact Today**, open **Today** or the existing action and choose **None**, **Called**, **Sent SMS**, **Rewrite**, **Sold**, or **DNC**. It saves immediately.

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## Review quote performance

**Where:** [Quote Metrics](https://app.agencymesh.app/quotes/QuoteMetrics), under **Reports**.

The comparison shows **Quotes**, **Closed**, **Bound**, **No Outreach**, **Close Rate**, **Bind Rate**, and **Premium**. Suggestions do not change customer records; use **Quotes Report** for individual history.

1. Choose **Office** and **Month**, or **Custom Range** with **Start** / **End**. Click **Get Metrics**.
2. Use **Performance Plan > Next Steps** for suggested follow-up; use **Office Breakdown** or **Market and Profile Detail** to investigate the figures.

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## View mapped quote locations

**Where:** [Quote Stats](https://app.agencymesh.app/quotes/QuoteStats).

The map includes quotes with mapped locations. It is separate from Quote Metrics and does not edit quote status.

1. Choose **Office**, **Start Date**, and **End Date**. Narrow by **Status** or customer details, then **Get Stats**.
2. Choose an office tab to see its mapped quotes. If no locations appear, broaden the filters or check the saved address in **Quotes Report**.

## Related guides

- [Leads, quotes, and AMS follow-up](https://agencymesh.app/help/leads-and-quotes.md)
- [Add and follow up with leads](https://agencymesh.app/help/lead-management.md)
- [Goals and reports](https://agencymesh.app/help/goals-and-reports.md)