Reports

If you need to improve sales performance, you can take advantage of up-to-date performance and activity reports that are available and easily generated through iQuote Xpress sales software.

These on-demand reports provide forecasting information, proposal status updates and metrics on the productivity level of sales agents and teams in order to give you the best information to strategize how to increase sales productivity. iQuote Xpress ensures that your sales managers always have the necessary information at their fingertips to make those important business decisions.

The following reports can be generated within iQuote Xpress to gain insight into how to increase sales productivity:

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

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