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.
IQX Catalog features
IQX’s relational product tree helps ensure accurate and valid product bundles by defining component and cost dependencies (e.g., required, excluded, recommended). This eliminates configuration errors, streamlines the quoting process, and enables effective cross-selling/upselling. The image shows an example being used by a fitness equipment manufacturer.
Centralize and automate the creation, storage, and retrieval of essential sales documents (proposals, contracts, spec sheets), ensuring accuracy, consistency, and faster deal closure.
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IQX’s product search engine–customized for each industry and even each client– quickly guides sales reps to the right products or bundles, minimizing search time and errors. This accelerates quote creation and ensures compatibility for complex orders.
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Some of the reports IQX generates
This simple report considers all proposals including drafts. This is a good tool to see the level of activity that the sales representative is engaged in and gives a snapshot of effort.
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This report calculates both Gross Revenue and Margin and translates it on a dateline with the percentage forecasted to close by the sales person. This should help Management assess the Net Revenue and Margins to expect in the future from past efforts.
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This report gives a quick view as to the status of a proposal (whether it is closed or open) and does so within a selected time frame given by the sales manager.
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This report provides detail by Agent, Quotes per period, Gross Revenue Open and Closed as well as Gross Revenue Quota, # of Quotes, $ / Closed Quote, and the Gross Revenue required to meet quota as well a Gross Revenue Difference required to meet quota.
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This report provides detail by Agent, Quotes per period, Gross Revenue Open and Closed as well as Gross Revenue Quota, # of Quotes, $ / Closed Quote, and the Gross Revenue required to meet quota as well a Gross Revenue Difference required to meet quota.
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Knowing what the expenses are as a percentage of Gross Margin can help management determine sales budget strategy and assess effective investment in the sales process by sales representative.
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Contact us today for a free demo and see how our solution can help your business
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