Sales Quote Summary Report

0 kr

Sending sales quotes to your prospects is an important milestone in your sales funnel. This Sale Quotation Summary Report will allow you to track how many quotes are being sent by your sale team.

Solution Expert: Sheryll Chua

SKU: 2207210938 Categories: , Included in License Cost: PremiumTechnologies: SharpspringResults sought after: Make sales process more effectiveTypes of solution: Setup
What this solution gives you:
  • A real-time report that shows the number of quotes sent per month and the number of quotes sent by salesperson per month over the last 12 months
  • A link to a custom report that you can access anytime
  • A PDF copy of the same report sent to your inbox every first day of the month, or on your preferred schedule

 

How we will deliver this solution to you:
  1. We will send you an order document to fill out.
  2. When you return the completed order doc, we will review it and reach out to you in case additional information is required.
  3. We will start building the report give an estimated date when it will be completed.
  4. Once completed, we will provide the link to the report and schedule a PDF copy to be sent to you and your team on yor preferred schedule.

 

Cost to implement:
  • A number of reports are included. Please refer to the pricing page

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Sheryll Chua

About the Author

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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