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Quote Manager - Admin Guide

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Reports > Top Statistics
  • 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

Top Statistics

 

  • Click 'Reports' > 'Top Statistics'
  • 'Top Statistics' lets you identify the best performing staff, and most successful quotes in your organization.




The report contains three charts:

  • Top 5 Salesmen
  • Sales Funnel
  • Top 5 accepted quotes

Top 5 Salesmen


The 5 salespersons whose quotes have generated the most revenue.

  • Place your mouse cursor over a bar to view income generated by the salesperson.




    Sales Funnel

     

    The monetary value of quotes in each of the 'draft,' 'published' and 'closed' stages.


    Top 5 accepted Quotes

     

    The 5 top quotes based on actual revenue generated.

    • Click a quote name to open its details page.
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