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Often, we hear customers say: “I didn’t know QuoteWerks did that."

We aim to deliver step-by-step instructions to guide you through actionable changes you can make to maximize the use of QuoteWerks.

Are you familiar with the dashboards QuoteWerks provides?

QuoteWerks offers a suite of dashboards providing invaluable insights for businesses, enabling users to efficiently track and manage their sales pipeline and opportunities.

The QuoteWerks Dashboards, such as My Summary and Opportunities, present a high-level view of critical data like total dollar amounts, expiring quotes, and sales quotas, aiding in strategic decision-making.

Included in your QuoteValet subscription, you are able to utilize the QuoteValet dashboards, which streamline the management of pending quotes and payments for QuoteValet subscribers, providing a comprehensive overview of quote activities and financial transactions.

Below will provide you a high-level overview of each dashboard and their functionalities.

My Summary Dashboard

The QuoteWerks My Summary Dashboard gives a high-level overview of your total dollar amount and number of quotes and orders from the current month, last month, and two months ago.

Highlights from the My Summary Dashboard include:

• Milestones: This feature proves advantageous by offering a broader view, aiding in the comprehension of overall progress, despite the intricacies of daily tasks.
• Expiring Quotes: From this dashboard, you can see quotes expiring within the next week.
• Notifications: From this dashboard, you can receive notifications from Autotask and ConnectWise quote requests.
• Monthly Sales Quota: From this dashboard, Sales Reps can track their progress.

Opportunities Dashboard

Gain a comprehensive view of your sales team's performance and track historical progress easily. Explore QuoteWerks' Opportunities Dashboard for insights into quarterly progress, quote stages, and more!

Highlights from the Opportunities Dashboard include:

• Sales Forecast: Track quotes over a selected period and see the status of these documents to enable managers to correctly forecast sales.
• Sales Quota: Track Sales Rep progress over a selected period.
• Top 5 Won, Open, and Lost: At a glance, see the top 5 Won, Open, and Lost Quotes. Click on the Document Name to open the Quote in QuoteWerks. 
• Top 5 Products by Quantity and Value: You can quickly see the Top 5 Products that you have sold by both the quantity sold and the dollar value. Click on the Part to see all of the Documents that contain these won items. 

QuoteValet Dashboards

For QuoteWerks users that subscribe to the optional QuoteValet Subscription, the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. 

• Inbox Dashboard: This dashboard displays only new notifications, giving you the flexibility to see all important notifications in one place.
• Reporting Dashboard: This dashboard enables you to filter your pending quotes to easily see new opportunities and keep track of details. The QuoteValet document activity history is color coded to easily distinguish between customer and sales rep activities.
• Payments Dashboard: This dashboard enables you to quickly view all the payments that have been applied to QuoteValet documents. These payments will include partial and full payments, payments made by credit card and/or PayPal, etc.

Are you at IT Nation Connect this week?

Meet the QuoteWerks team at Booth #408!

Register here to skip the line and we will see you soon!

If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.

For international customers and technical support, click here.

Thank you for your business, and thank you for being a Tips & Tricks subscriber!

Sincerely,

MaryGrace Adamson

Community Coordinator

Aspire Technologies, Inc. / QuoteWerks®