Quote Analytics in Ayora Quote Builder

Ayora Quote Builder includes several analytics tools for testing how a quote might perform before it is finalised. These tools help users compare alternative pricing choices, inspect resourcing, understand fee sensitivity, and identify ways to improve profitability.

This article focuses on three analytics surfaces: scenarios, Maximise Profitability, and the Analysis modal.

Before You Start

Analytics are only useful when the quote has enough structured data. Before using these tools, check that the quote has:

1. Scope items or workstreams with fee values.
2. Fee earner or grade allocations where resourcing needs to be analysed.
3. Charge-out rates where hours visualisation is required.
4. Billing realisation and discount values that reflect the current commercial position.
5. Any Advisor warnings resolved where Ayora Quote Builder blocks the Scenarios action until those warnings are addressed.

The Scenarios feature may also depend on organisation-level feature availability.

Scenarios

Scenarios provide what-if modelling for a quote. They let users test alternative commercial assumptions without immediately changing the live quote.

Open Scenarios from the Ayora Quote Builder action bar. The scenarios workspace is presented as a modal for the current quote, with a baseline and one or more scenario versions.

Use scenarios when you want to:

1. Model different pricing approaches.
2. Test grade or fee earner allocation changes.
3. Model matter-wide or workstream-specific overruns.
4. Compare multiple versions of a quote.
5. Apply a preferred scenario back onto the live quote.

Within the scenarios workspace, users can create, rename, duplicate, lock, unlock, delete, and compare scenarios. When a scenario is selected, Ayora Quote Builder shows the scenario inputs and outputs so the user can understand what has changed and how it affects the quote.

Scenario controls include grade reallocation and workstream overruns. Grade reallocation can be applied globally or by practice area. Workstream overruns can be applied across the whole matter or to specific workstreams. These changes are intended to help users test how resourcing and delivery assumptions affect pricing and profitability.

When a scenario is ready, use Apply to quote to copy its adjustments onto the live quote. This is the point at which scenario modelling becomes an actual quote change, so users should review the scenario carefully before applying it.

Maximise Profitability

Maximise Profitability helps users assess whether the quote can be improved from a profitability perspective.

The tool is split into two steps:

1. Resource Optimisation.
2. Time Optimisation.

Resource Optimisation uses precedent quote data to look for similar won matters and assess whether the current fee earner distribution could be improved. Ayora Quote Builder searches for relevant precedents, groups results by match quality, and uses matching precedents to suggest a more profitable allocation where the data supports one.

If Ayora Quote Builder finds a better configuration, users can apply the suggested configuration. If the current quote is already optimal based on the available data, the tool indicates that no resource change is needed. If no matching precedents are found, users can continue to the time optimisation step.

Time Optimisation focuses on the current quote economics. It assesses the current profit score and can suggest adjustments such as quoting more hours or reducing time spent assumptions. These recommendations are based on the quote's current fees, hours, resourcing, billing realisation, discount, rates, and profitability target.

Use Maximise Profitability when:

1. A quote has enough fee earner or grade data to evaluate resourcing.
2. The team wants to compare the current allocation with profitable precedent patterns.
3. The commercial position needs to be improved before the quote is shared or finalised.

The in-quote Ayora Quote Builder agent can also trigger the Maximise Profitability action. This agent is available inside Ayora Quote Builder and is separate from the main Ayora agent entry point.

Analysis Modal

The Analysis modal gives users a focused view of quote performance. It includes three tabs:

1. Resourcing.
2. Sensitivity.
3. Explain.

The Resourcing tab shows total hours analysis when the quote has the required rate data. If charge-out rates are not available, Ayora Quote Builder shows that hours visualisation is unavailable.

The Sensitivity tab helps users understand how changes in hours and assumptions may affect the quote. It includes profit score and sensitivity analysis views.

The Explain tab helps users understand how total fees have been derived. It is useful when a user wants to trace the quote total back to its fee inputs and assumptions.

Use the Analysis modal when:

1. You need to understand the resourcing profile of a quote.
2. You want to inspect sensitivity before changing fees or assumptions.
3. You need to explain how Ayora Quote Builder arrived at the current total fee position.

The in-quote Ayora Quote Builder agent can open analysis views, including resourcing, when the user asks for help understanding the quote.

Recommended Workflow

1. Open the Analysis modal first to understand the current quote position.
2. Use Maximise Profitability to test whether resourcing or time assumptions can be improved.
3. Use Scenarios for broader what-if modelling where you want to preserve the live quote while comparing options.
4. Compare the outputs and review any warnings.
5. Apply only the scenario or configuration that the team is ready to use on the live quote.

Troubleshooting

If Scenarios is unavailable, resolve visible Advisor warnings first and confirm that the feature is available for the organisation.

If hours charts are unavailable, check whether the quote has charge-out rates for the relevant fee earners or grades.

If Maximise Profitability cannot suggest an improved resource configuration, the current configuration may already be optimal based on the available precedents, or there may not be enough matching precedent data.

If analytics outputs look unexpected, review the quote's fees, percentage allocations, billing realisation, discount, rates, and assumptions before changing the commercial position.