Customer Performance

The report output is selectable by a single customer id and date range. It outputs details of each quoted item with totals for orders received, waiting order and lost.

 

Status Report

Similar to the customer performance report but items quoted are selectable by individual status and date range

 

Quotes Not Sent

A list of quotes waiting to be sent to customers.

 

Quote Details

Detailed report of a quote item details including all the planning breakdown

 

Performance

This report monitors company performance on how long it took to submit a quotation and whether they were lost, waiting or ordered. See below for a sample