Features

SUPPLIER DATABASE QUOTATION BOOKINGS MODULES CRM ACCOUNTS REPORTING

Reporting

Follow your activity with boards and graphs, and export in different formats.

Quotes and Bookings

Visually analyzes the numbers and figures of quotes and bookings using tables and graphs.

Markup Board

Export the list of files by period of arrival of participants and check the cost, revenue and margin for each file.

File Board

Export the details of each file (cost, revenue and margin) in the different billing currencies.

Invoice Board

Exports the list of invoices over a specific period.

Turnover per Customer

Exports the revenue generated over a specific period for each customer.

Number of Quotes and Confirmations

Export the number of quotes prepared by consultants, as well as the number of confirmations.