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Quote Manager - Quick Start Guide

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Quote Manager - Quick Start Guide > Step 7 - View Reports
  • Quote Manager - Quick Start Guide
    • Step 1 - Login To Quote Manager
    • Step 2 - Add Contacts
    • Step 3 - Add Billable Items
    • Step 4 - Generate And Send A Quote
    • Step 5 - Answer Feedback And Finalize A Quote
    • Step 6 – Create A Quote Template
    • Step 7 - View Reports

Step 7 - View Reports


  • The 'Reports' screen contains statistics and charts about quote statuses, sales and revenue.
  • All revenue and sales data in the dashboard is derived from the value and acceptance status of your QM generated quotes.
  • Click 'Reports' on the left, to open the dashboard




  • Top Statistics - Displays total revenue generated by top 5 accepted quotes, lists the top 5 quotes by value and shows a funnel of the value of all generated quotes according to their life-cycle status.
  • Revenue Statistics - Displays monthly, cumulative monthly and average monthly revenues. This section also shows the average time to close a quote.

Tip: To make the sales funnel more accurate, you may want to 'Withdraw' any test or otherwise unwanted quotes that have 'Draft' or 'Published' status. To do this, click on a quote in the main 'Quotes' interface to open its detail page, click menu icon at top-right then select 'Withdraw':



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