Parspec's Reporting module gives admin users powerful insights into quoting performance, project activity, and document creation — all in one place. The module is currently available in Beta for select accounts.
Note: The Reporting module is currently in Beta and available to selected Parspec accounts only. Access may be limited while the team tests stability and usability ahead of the full commercial launch.
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| 1.What's Included in the Reporting Dashboard |
The Reporting module tracks the following key business metrics:
Metric | What It Measures |
Hit Rate | % of Quotes Won over total Quotes Created |
Win Rate | $ value of Quotes Won over total $ value of Quotes Created |
Total $ Won | Total value of all quotes marked Won |
Total $ Quoted | Total value of quotes created or marked Won |
Projects Created | Number and status of projects across your account |
Quotes & Submittals/O&Ms | Volume of quotes and documents created, broken down by user, customer, and branch location |
| 2. Who Can Access Reporting |
The Reporting module is available to Admin users on selected Parspec accounts during the Beta period. The full commercial launch date is to be confirmed — the team will keep you posted as it approaches.
If you're interested in gaining access to the Reporting module, reach out to the team at support@parspec.io or via the in-app support chat.
Tip: Use Hit Rate and Win Rate together to get a complete picture of your team's quoting performance — Hit Rate shows volume conversion, while Win Rate reflects revenue impact.
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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
Need help? Visit the Parspec Training Academy or use the in-app support chat.