Business Insight with Sales Team Tracking, Forecasting, and Analytics
With TOPQuote, sales tracking becomes effortless. Say goodbye to endless hours of manual tabulation and spreadsheet calculations!
Individual Dashboards
Individual Dashboards provide Estimators and Quoting Sales Reps with real-time insights into current and past performance, while also updating their standings on the Assigned Offices Leaderboard. Users can effortlessly monitor pending, quoted, and booked sales, as well as track their close rate, gross margin, and averages.
Manager Dashboards
Managers have the ability to view their own activities in detail, while also monitoring the performance and activities of their team. This includes tracking team members' pending, quoted, and booked sales, as well as their close rates, gross margins, and averages. By having a comprehensive view of both individual and team performance, managers can make informed decisions, provide targeted support, and drive overall sales success.
Leader Dashboards
Leaders gain a comprehensive company-wide perspective, enabling them to monitor not only their own activities but also the performance of entire teams and departments. They can track key metrics such as pending, quoted, and booked sales, close rates, gross margins, and averages across the organization. This bird’s-eye view allows leaders to identify trends, pinpoint areas for improvement, and strategize effectively to drive overall company success. By leveraging detailed insights into both individual and collective performance, leaders can ensure alignment with corporate goals and foster a culture of accountability and excellence.
Analytics - Dashboard
The Analytics Dashboard empowers you to analyze your data from multiple angles, visualizing sales activity with precision. It allows you to control metrics related to the company, office, estimator, stage, confidence, project type, vertical market, business segment, and date ranges, giving you a comprehensive view of your sales performance.
Analytics - Hot List (Forecast)
Utilize the Hot List to accurately forecast revenue, project loads, and resource requirements. The Hot List provides a projected outlook based on confidence levels and project start dates, giving you clear insights to plan effectively.
Analytics - Leaderboard
The Leaderboard provides a comprehensive ranking of your team's Quoted Sales, Booked Sales, and Close Rate, offering valuable insights into their performance and standings.
Analytics - Scorecard
The Scorecard offers data-driven insights into your quoting activity, ranking performance by project type, vertical market, and business segment. It helps you identify key areas to focus your business development efforts and initiatives, ensuring targeted and effective strategies.
Analytics - Snapshot
Do you want to track the performance of individuals and offices, or compare their activities side by side? With Snapshot, you can achieve this effortlessly. This powerful tool allows you to compare both current and historical data, providing a comprehensive view of key metrics such as Quoted Year to Date, Booked Year to Date, as well as pending, quoted, booked, and even lost sales. Snapshot's advanced filtering options enable you to drill down by subsystem and stage, giving you deeper insights and the ability to pinpoint specific areas of interest. Whether you're analyzing trends or identifying opportunities for improvement, Snapshot offers the detailed perspective you need to make informed decisions and drive success.
Analytics - Trending
Want to monitor the performance of your company, offices, and estimators over time? That’s where Trending comes in. Instantly gain a 12-month perspective on pending, quoted, and booked activities, allowing you to quickly identify trends and make data-driven decisions.
Analytics - Competitors
Need insight into your competition and why you might be losing sales? Our tool provides a detailed view of your losses, including who you lost to, the sales price, and the margin. This allows you to identify patterns and trends, helping you understand how margins and job sizes impact your outcomes. By analyzing this data, you can develop strategies to improve your competitive edge and increase your win rates. With these insights, you can make informed decisions to refine your sales approach, better target your market, and ultimately drive more success.