Maximize Revenue Opportunities
- Search products and see where they were sold
- Get insights on high-value proposals
- Use powerful filters for precise data
- Export detailed reports for further analysis
- Compare performance over time
- Quickly spot your most effective financing and promotion offers
- Review lost quotes with notes and max value to re-engage those prospects
SALES COACH FEATURE
- Get visibility into key consultant metrics like closed sales and close rates
- Set monthly sales goals for your team
- Get daily emails with your consultants' progress toward achieving their goals
- View consultant Side Notes across all quotes to gain practical market and customer insights

