Real-time Reporting

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:

Leaderboard

  • 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.

Items

  • 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.