Reporting and Analytics
Reporting & Analytics
Track quotes and team performance
Quoter’s dashboard and reporting features ensure you’re always aware of your company’s sales pipeline and performance. Easily identify trends in quotes generated, won, and lost, track closing ratios, and visualize your company’s growth with beautiful graphs.
Simple, effective quote management
Quoter lets you easily monitor quotes, cost and margins, and performance by salesperson to ensure consistency and maximize profit.
“Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years.”
Report on top-performing product and services
Track quoting volume, margin, and identify which products or services add the most value to your business.
Report on profit margin at the line item level.
The most popular products and services may not be the most profitable. Quickly identify opportunities to focus high margin products or services, and challenge low margin products or services.
Line Item Audit Reporting
Track sales performance at the line item to report on granular product or service-level detail.
A Sales Leaderboard for some healthy competition
Anyone can send quotes and get tracked on the sales leaderboard. Track pending pipeline and top accounts.
Track sales quote and order status
You can also assign quotes to salespeople, flag them as followed up, or mark them as pending, accepted, ordered, fulfilled, or lost.
