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Reports

Enquiry Reports

  • Enquiry Statistics: This report gives statistics of enquiry in given date range.
  • Representativewise Enquiry Statistics: In this report user can view representativewise statistics. Representative filter is given in this dialog.
  • Mediawise Enquiry: It will display the statistics w.r.t. media i.e. Source.
  • Productwise enquiry: This report displays productswise enquiries in given date range
  • Divisionwise enquiry: This report displays productswise enquiries in given date range
  • Lost Reasons: This report displays lost reasonwise enquiry counts in given date range.
  • Representativewise Lost Reasons: This report displays lost reasonwise enquiry counts in given date range with representative filter.
  • Won Reasons: This report displays won reasonwise enquiry counts in given date range.
  • Representativewise Won Reasons: This report displays lost reasonwise enquiry counts in given date range with representative filter.
  • Representativewise Won-Loss Analysis: This report shows representativewise count of Won and Lost enquiries.
  • Customerwise followup: It displays followup details in given date range for selected contact(i.e. customer)
  • Enquiry Appointment Visits: This report lists enquiry appointment visits in given date range.
  • Enquiry conversion analysis: This report shows the analysis of closed enquiries with respect to Won enquiries in given date range.

Quotation Reports

  • Enquiry Statistics: This report gives statistics of enquiry in given date range.
  • Representativewise Quotation Statistics: In this report user can view representativewise statistics. Representative filter is given in this dialog.
  • Mediawise Quotation: It will display the statistics w.r.t. media i.e. Source.
  • Productwise Quotation: This report displays productswise enquiries in given date range
  • Divisionwise Quotation: This report displays productswise enquiries in given date range
  • Lost Reasons: This report displays lost reasonwise quotation counts in given date range.
  • Representativewise Lost Reasons: This report displays lost reasonwise quotation counts in given date range with representative filter.
  • Won Reasons: This report displays won reasonwise quotation counts in given date range.
  • Representativewise Won Reasons: This report displays lost reasonwise quotation counts in given date range with representative filter.
  • Representativewise Won-Loss Analysis: This report shows representativewise count of Won and Lost quotations.
  • Customerwise followup: It displays followup details in given date range for selected contact(i.e. customer)
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