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Reporting and Analytics

Reporting & Analytics

Track quotes and monitor team performance

Quoter’s intelligent dashboard and reporting features ensure you’re always aware of your company’s sales pipeline and performance. Quickly and easily analyze 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.”

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Oliver S., Operations Manager

Report on top-performing product and services

Track quoting volume, margin, and identify which products or services add the most value to your business.

Custom date parameters can be set for
– Top Accounts (clients)
– Quotes by User
– Won Margin by User
– Sales Leaderboard
– Top product Categories
– Items Summary Report

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.

Ready to get started?Learn more on a live demo

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