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.