How much are we quoting?
Track quote count and value by day, month, salesperson, team, customer or type of sale.
Quote and sales reporting
Know what’s selling, what’s stuck and what needs attention.
Turn quote and sales data into clear reports, dashboards and targets for the team.
See sales activity before it becomes an invoice
Accounting reports tell you what was invoiced. Sales reports should also show what was quoted, what was accepted, what was lost and what may close next.
Because Tall Emu keeps the customer, quote, products, margin, activity and final order together, you can report on the whole sales process instead of only the end result.
Questions your sales data should answer
What is being accepted?
Compare sent, accepted, won, lost, replaced and expired quotes.
Where are sales getting stuck?
See pipeline value by stage, age, expected close date and last activity.
What are we making?
Report on expected revenue, cost and margin by quote, product, salesperson or customer.
What needs follow-up?
Find quotes and Opportunities with overdue tasks, no next action or no recent contact.
Are we hitting the target?
Set quote and sales targets, then compare actual results with the goal.
Reports for salespeople, managers and owners
Daily sales view
- My open quotes
- Follow-ups due today
- Quotes waiting for acceptance
- Sales expected to close soon
- Recent wins and losses
Management view
- Pipeline by stage and owner
- Quote-to-order conversion
- Average sale and margin
- Sales against target
- Stalled and ageing sales
Start with simple sales reports. Go deeper when you need to.
Use ready-made reports and dashboards for the common questions. Filter, group and save the view your team needs. Build more detailed reports when the business has a more specific question.
Dashboards bring the main numbers together so salespeople can focus on their work and managers can see where help is needed.
Report on the products and customers behind the sale
- Products and services quoted, sold or lost
- Customers buying more, less or not at all
- Customer price, discount and margin trends
- Lead sources and sales types that convert
- Sales by location, team or salesperson
- Quotes that became orders, invoices and payments
Use sales reports to decide what needs attention
A useful sales report shouldn’t just describe last month. It should help the team see which quote needs a call, which pipeline stage is blocked and where the next sale is likely to come from.
Common questions
Questions business owners ask about quote and sales reporting
Can I report on quote volume and value by salesperson or customer?
Yes. Track quote count and value by period, salesperson, team, customer or type of sale.
Can I see quote acceptance and win or loss rates?
Yes. Compare sent, accepted, won, lost, replaced and expired quotes.
Can I find quotes that need follow-up?
Yes. Surface quotes and opportunities with overdue tasks, no next action or no recent contact.
Can I report on expected revenue and margin, not just quote count?
Yes. Report on expected revenue, cost and margin by quote, product, salesperson or customer.
Can I see where sales are getting stuck?
Yes. Use status, age, activity and next-action information to find quotes and opportunities that are not moving.
Turn sales activity into a clearer next step.
Track quotes, pipeline, margin, follow-up and targets in the same system that runs the sale.
Prefer to talk? Call 02 9299 9959 or talk to a real person.