Globalistration
Manage dealers, users, and the global product catalog
Local Administration
Manage your company settings, team, devices, and templates
Company Settings
Edit company info, lease rates, pricing rules
Team Management
Sales reps, managers, assignments
Quote Templates
Create and manage quote templates
Device Catalog
Devices, accessories, delivery & install
Install Forms
Manage install workflows and checklists
Supplies Segments
Volume-band commitment pricing for supplies & service
Install & Delivery Tables
Installation, delivery, services, buyout & removal pricing
Total Quotes
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- this month
Win Rate
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- won / - lost
Open Pipeline
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- delayed
Avg Won Value
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Equipment per quote
Download quotes in CSV format:
Export quote data with current filters applied
Quotes
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Quotes by Week
Last 90 DaysEach bar represents one week. Blue = unique companies quoted, Light blue = total quotes
Win/Loss Trend
Last 12 MonthsEach point represents one month. Green = won, Red = lost, Blue dashed = total
Color vs Mono
Speed Distribution
Top Makers
Paper Size
Cost Per Print Analysis
| Speed | Type | Devices | Mono Cost | Mono Price | Color Cost | Color Price | Avg Equip |
|---|
Top Accessories Quoted
Rep Performance Summary
| Rep | Quotes | Won | Lost | Open | Win Rate |
|---|