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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
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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.
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