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.
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