Your AQ quoting data at your fingertips
Included in your AQ CPQ subscription, Insight for Reps provides you with an easy way to view, track, and measure your AQ quoting activity at a glance.
Track quoting metrics
Track quoting activities over time and measure your project timelines to optimize your performance. Insight for Reps provides an easy way to help you view and understand current quoting activity and identifies projections you can take advantage of during your project planning process. These tools will facilitate your activities throughout their various stages.
Easily share data with your manufacturers
Reps traditionally depend on manual reporting processes to keep manufacturers up to date on AQ projects and quote volume, which can be a time-consuming process for both parties. Now you can streamline the reporting process and share access to your AQ quoting data with manufacturers in real-time, streamlining the reporting and communication and keeping your manufacturers up to date with the click of a button. Insight for Reps allows you to vet individual requests and track who you’ve shared information with.
Analyze real-time reports online
Keep everything you need in one place by using your online dashboard to generate and view data reports online. Your dashboard contains quoting activity data filtered by customer, brand, region, product category, and marketing category. You can use this tool to create reports in a seamless process that allows you to skip the need to export files.