# See How Well Your Wholesale Quotes Turn Into Sales

> Reports quote counts by status, conversion rate and the value of converted quotes, with a weekly trend. Needs Wholesale Quotes.

- Job: [Reporting & insights](https://storeagent.ai/mcp-recipes/job/reporting/)
- What it does: Read only: looks, never changes anything
- Time saved: ~30 min vs doing it by hand
- Requires: StoreAgent (free plugin, MCP on every plan) + Wholesale Suite
- Works in: Claude, ChatGPT, Cursor and any MCP client connected to the store through StoreAgent MCP
- Web page: https://storeagent.ai/mcp-recipes/quote-performance-report/

## The prompt

```text
Give me my wholesale quote stats for the last [90] days with a weekly breakdown: total quotes, count by status, the value and average value of converted quotes, and the conversion rate from approved to converted. Then list the approved quotes that never converted, with their totals. Tell me which weeks were strongest and suggest one thing to improve.
```

## What happens when you paste it

You: Give me my wholesale quote stats for the last [90] days with a weekly breakdown: total quotes, count by status, the value and average value of converted quotes, and the conversion rate from approved to converted…

Assistant: 142 quotes in 90 days: 61 converted, 18 approved, 29 declined, 22 expired, 12 pending. Converted value $186,400. Calling: `wholesale-suite/get-quote-stats`, `wholesale-suite/list-quotes`.

Assistant: Conversion from approved to converted is 77%. 18 approved quotes worth $41,900 never converted. Best weeks were in late August. Try a follow-up 5 days after approval.

## Abilities this recipe calls

- **Get quote stats** (`wholesale-suite/get-quote-stats`, read only, from Wholesale Suite): Shows quote counts by status, converted value and conversion rate.
- **List quotes** (`wholesale-suite/list-quotes`, read only, from Wholesale Suite): Lists wholesale quotes, filtered by status, customer, date or search.

## Variations

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

- Only look at customer ID [ID].
- Use a daily breakdown for the last [14] days.

## Related recipes

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- [Do Overseas Orders Cover Their Costs?](https://storeagent.ai/mcp-recipes/extra-fees-international-check.md): Compares what overseas customers pay for shipping with a suggested country handling fee, so you can decide if a fee is fair.
- [Monthly Delivery Performance Report](https://storeagent.ai/mcp-recipes/trackship-monthly-delivery-report.md): Delivered rate, transit days and problem carriers for last month, compared with the month before.

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Part of the StoreAgent WooCommerce MCP Recipes directory: https://storeagent.ai/mcp-recipes/ (index for LLMs: https://storeagent.ai/mcp-recipes/llms.txt). Get StoreAgent free: https://app.storeagent.ai/sign-up/