sales quote tracking

Analytics & sales productivity reports

A business should improve with each proposal it sends, which is why iQuoteXpress (IQX) includes robust reporting tools to track and monitor the sales cycle from lead to quote to close. You’ll quickly spot areas where you excel and areas that need improvement.

Real-time performance and activity reports are easily generated and deliver forecasting information, proposal status updates, and detailed metrics on the productivity of both individual reps and whole departments.

Some of the reports IQX generates

✔  Sales activity
✔  Sales forecast
✔  Sales group productivity
✔  Proposal status

✔  Agent productivity
✔  Agent Productivity Detail
✔  Expense Summary
✔  New accounts