Reports

Various up to date, activity and performance reports are available and easily generated by company management. These on demand reports provide forecasting information, proposal status and measure the productivity level of sales agents and teams. iQuote Xpress ensures that your sales managers always have the necessary information at their fingertips for those important business decisions.

 

The following reports can be generated within iQuote Xpress:

 

  • New Accounts
  • Sales Activity
  • Sales Forecast
  • Sales Group Productivity
  • Proposal Status
  • Agent Productivity
  • Agent Productivity Detail
  • Expense Summary