Our real-time reporting (available on our Pro and Enterprise plans) 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 Categories.
- Detailed report on each Item’s performance including: Price and Cost averages of "Pending" and "Won" Quotes.
- Export detailed Item performance reports.