Today we’re happy to announce one of our most requested features is now available to Socket Partners on our Station plan and above. Our real-time reporting offers a sales Leaderboard and Items Report:
Find out more about what’s included in each of these reports below:
- Rank your sales team by total won revenue for a given period.
- Breakdown your sales team’s quotes by “Won”, “Pending”, or “Lost”.
- See your top performing accounts.
- See which sales people sell items with the highest margin.
- See your top performing items for a given period.
- Breakdown your item’s performance by “Won”, “Pending”, or “Lost” quote status.
- Summary of your most quoted item types.
- Detailed report on each item’s performance including: price and cost averages of pending and won quotes.
- Export detailed item performance reports.
Interested in our Reporting feature? Please contact us to arrange a demo!