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Exporting Dashboard Data


QuoteCloud allows you to export all your dashboard sales quote data by clicking the Export Proposal Data button and downloading a CSV file which can be used directly in Excel.

Simply, click on the Export Proposal Data button on the buttom right corner of the dashboard to create an export file of your dashboard data.

You may wish to do this for several reasons. You might simply want a backup of your data held locally on your computer. You may want to perform some advanced reporting based on the sales quotes sent and their status - for example you could easily chart how many sales quotes are sent each month and what their current state is, providing you with a sales quote conversion ratio.

In addition if you are a manager you may want to track performance of your team by building a report on sales quotations sent out per consultant. There are huge numbers of reports and charts you could generate from this data which will provide meaningful management reporting.

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