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Quote Detail Salesman Report

Quote Detail Salesman Report

The Quote Detail Salesman Report can be a valuable tool for your sales team.   This report can produce a complete listing of all the jobs in the salesman's territory.
On the Report Request screen select the salesman or range of salesman from the drop down list.
Select a quote date range to view only quotes within a particular date range.
Click Run Report

View your report at the bottom of the screen.



The report will list the following information:

Quote Number & Job Name
The Customer Quoted
Date Entered and Bid Due Date
Manufacturer and the Item Number Quoted
Quantity
Price
Total Value for the Quote

See also