Reporting & Insights

What are Reports and Insights?

Quotery's reporting tools give you a real-time window into your quote pipeline, team performance, and inventory health. Dive deeper with dedicated report pages, advanced analytics, and custom dashboards built from live data.

Your dashboard shows the big picture at a glance: how many quotes are in each stage, which reps are leading, and whether your pipeline is healthy. Advanced analytics surface patterns you would miss manually, like which clients are about to churn or how discounts affect close rates. The Insights Studio lets you build custom dashboards with drag-and-drop widgets.

What you can do

• Check your dashboard for an instant snapshot of your quote pipeline, top clients, top reps, and conversion rate.
• Switch the time window between 30 days, 90 days, or year-to-date with all panels updating together.
• Explore standalone Pipeline, Conversion, and Team Performance pages when you need to dig deeper than the dashboard.
• Run the Quotes Report with 7 modes including Register, Aging, Expiring, Follow-Up, Win-Loss, and Discounts.
• Review Warehouse Stock Reports with 6 modes including Current, Exceptions, Consigned, Movements, Depletion Velocity, and Predicted Demand.
• Access 14 advanced reports for deep analytics including RFM Segmentation, Churn Risk, Client LTV, and Seasonal Forecast.
• Identify your top-selling and least-used products with the product usage report.
• Access 11 finance reports across Standard, Advanced, Premium, and Custom tiers for revenue and payment analysis.
• Build custom dashboards with the Insights Studio using drag-and-drop widgets on a flexible canvas.
• Export any report to CSV for spreadsheet analysis or to branded PDF for sharing with leadership.
• Adjust analytics thresholds from tenant settings to tune churn detection and anomaly sensitivity to your business.
• Ask natural-language questions from the dashboard or Ask AI page and get structured answers from your data.

How to...

Admins and managers can access all reports and configure analytics settings. These walkthroughs cover the most common reporting tasks and each takes under two minutes.

Read your dashboard

1. Navigate to Dashboard from the sidebar to see your pipeline, aging, top clients, and conversion rate at a glance.
2. Use the window selector to choose 30 days, 90 days, or Year to Date to update every panel together.
3. The Pipeline panel shows how many quotes are in each status along with their total value.
4. Top Clients and Top Reps show who is driving revenue, while Conversion Rate tracks your close rate.
5. Click Export CSV to download everything on your dashboard as a spreadsheet.

Run a Quotes Report

1. Navigate to Reports and click Quotes Report to open the report surface.
2. Pick a report type from the selector: Register, Aging, Expiring, Follow-Up, Win-Loss, Discounts, or AI Imports.
3. Filter by client, owner, status, date range, or value range to narrow down the results.
4. Click any row to jump directly to that quote's detail page.
5. Click PDF to generate a branded report you can share or print.

Check inventory health with a Stock Report

1. Navigate to Warehouse and click Stock Reports.
2. Choose a report type: Current for live stock, Exceptions for problem items, or Depletion Velocity to see how fast products sell.
3. Filter by product, location, or supplier to narrow results to what matters.
4. Click PDF to export the full filtered dataset as a branded document.

Explore an advanced report

1. Navigate to Reports and click Advanced Reports to see the full catalog of 14 analytical reports.
2. Pick a report that matches your question, such as Churn Risk or Client LTV.
3. Read the methodology section at the bottom to understand how the numbers were calculated.
4. Export to PDF to share with leadership or to CSV for your own analysis.

Build a custom dashboard with Insights Studio

1. Navigate to Reports and click Insights Studio. This feature requires an Enterprise plan.
2. Click Add Widget to open the widget picker and choose a type: Bar Chart, Line Chart, Funnel, Number Card, Table, or Rich Text.
3. Configure the widget's data source by selecting the dataset, date range, and filters.
4. Drag and resize widgets on the canvas to build the layout that tells your story.
5. Click Save to name your dashboard. Create multiple dashboards for different purposes like sales and warehouse views.
6. Share the dashboard URL with your team so anyone with access can view it.

Common scenarios

Monday morning pipeline review

1. Open the dashboard and set the window to the last 30 days to review recent activity.
2. Check the Pipeline panel first. If most quotes are still Draft, your reps need a nudge.
3. Switch to the Aging panel and flag any quotes sitting for over two months for immediate follow-up.
4. Glance at Top Reps and Conversion Rate to check whether a low close rate is team-wide or isolated.
5. Open the Pipeline report page and drill into one rep's numbers using the team filter.

Preparing for a quarterly business review

1. Open the Quotes Report, set the date range to the last 90 days, and use the Register report type.
2. Export as PDF for a clean, branded document you can share during the presentation.
3. Switch to the Win-Loss report to show which deals closed and which were lost with value totals.
4. Open the Conversion report page to show the month-by-month trend and highlight any dips.
5. Finish with the RFM Segmentation report to show leadership which client segments drive revenue.