This module is designed to provide Admin users with comprehensive insights and analytics to help make informed business decisions. The Beta phase is crucial for testing the software’s stability and usability before its anticipated commercial launch. The goal of the Beta is to ensure the software is stable and usable in real-world conditions.
Reporting Module Features
The Reporting module offers powerful tools to capture and analyze key business metrics, including:
Hit Rate: Track the success rate of converting quotes to orders.
Hit rate is the % of Project Scopes Won over Project Scopes Quoted
Win Rate: Track the total revenue of converted quotes to orders.
Win rate is the $ of Total $ Won over Total $ Bid
Total $ Won: Analyze total revenue of quotes marked WON.
Total $ Quoted: Analyze the grand total of a the opportunities quoted
Projects Created: View and track the number and statuses of projects.
Quotes and Submittals/O&Ms: Analyze quotes and submittals/O&M packages created by user, customer, and branch location.
Access and Availability
Access to the Beta is limited to selected Parspec customer accounts. The broader commercial launch is currently to be determined but the team will keep you posted! If you're interested in gaining reporting access with our quoting software, please reach out to support@parspec.io.
Key Sections:
Reporting Dashboard Layout
Explore the many ways to utilize our new reporting dashboard for Quoters!
Reporting Dashboard Best Practices
Assign customers: ensure that all BOMs (won or lost) have a customer assigned
Indicate won or lost bids: mark the quote as won, lost, or abandoned
Update project stage: depending on the job's state, update the project stage