ITarian Help

Find the desired product help

ITarian

ITarian

Quote Manager - Admin Guide

English

Print Help Download Help
Reports
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To Quote Manager
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
    • Configure Integrations
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About ITarian

Reports


  • Click 'Reports' from the left-hand navigation
  • There are two types of report:
  • Top Statistics – Shows your top five sales staff by revenue generated, your top 5 quotes, and your sales funnel.
  • Revenue Statistics – Shows revenue statistics based on data from your quotes.



See the following sections for more details on each:

  • Top Statistics
  • Revenue Statistics

Comodo Help
  • IT Platform:
  • Help
  • Scripts
  • Wiki
  • Forum
  • Developer
  • RMM
  • Patch Management
  • Service Desk
  • ITSM
  • Managed Service Provider
  • Managed Detection and Response
  • Ticketing System
  • Helpdesk
  • ITIL

Copyright 2024 Itarian