Reporting Module

Valuable information exists in your quotation data.  Are you using it for business advantage?  WebSource CPQ's Reporting Module allows WebSource CPQ users to track their own proposal and quotation activities while allowing management insight into the quotation and order activities across the organization as well as distribution channels and resellers.

• Track quotes by status, date, part numbers, user, etc.
• Allows improved forecasting by providing deeper insight into channel quotation activities
• Provides insight for proactive handling of quote liabilities with respect to product obsolescence and changes
• Easy report setup by administrator without database or programming knowledge
• Unlimited number of reports
• Ability to export to Excel
• 2 to 5 minute setup time to define a new report
• Upon initial report setup, those reports become instantaneously available to the user community for execution
• Users can define their own parameters, filters, sort criteria, etc.