Quote Reports

Reports - Monthly Reports - Quote Reports

Select a date range from the drop down calendars.

Select All Clients or use the drop down list to select an individual Client.

Select All Quoters or use the drop down list to select an individual Quoter.

Select All status's or use the drop down list to select from Active, Quoted, Won or Lost.

Period Summary Report: Performance by Quoter by Quoter name as a summary of all quotes combined.

Quote - Detailed Report: Performance by Quoter broken down by Quote No.

Monthly Breakdown: Summary Report By Quoter by Month

Reports can be printed or exported to Excel.