We’re thrilled to announce a powerful new feature in Shipzy that helps you track your sales team’s performance in detail. With Salesperson Quote Conversion & Sales Reports, you can now monitor the entire sales process—from initial quotes to final sales—all within Shipzy.
Key Features:
Quote Conversion Tracking:
- Easily track how many quotes each salesperson converts into Proforma Invoices (PI). Monitor conversion rates and identify top performers at a glance.
Rejected Quote Insights:
- Know how many quotes were rejected and why. This helps you spot trends in customer feedback and fine-tune your sales strategy.
Sales by Salesperson:
- Get a clear view of the total sales made by each salesperson. Detailed reports give you the data you need to measure success and set new goals.
Performance Overview:
- Stay informed with real-time reports that highlight quotes created, quotes converted, quotes rejected, and the total sales value—all by salesperson.
Data-Driven Decisions:
- With Shipzy’s integrated reports, you can better understand your sales pipeline, identify areas for improvement, and make informed business decisions.
This feature empowers you to manage and evaluate your sales team’s performance efficiently, helping you turn more quotes into confirmed sales and optimize your sales process.