Make Data-Driven Decisions with Reports & Insights
Using guesswork and intuition to drive business decisions? Piecing data from different spreadsheets and systems together to try and form a cohesive understanding of your business?
Commercio Orders Reports & Insights give distributors the data they need in one place to make decisions with confidence and ease.
Get insights & reports for:
Reports & Insights | Quotes
See comprehensive overviews on all the quotes your team has generated – including metrics like total quote value, status breakdown, and approval rates – so you can identify opportunities for improvement in your quoting process and predict future sales.
- Forecast sales pipeline
- Identify areas for operational improvements
- Create custom reports using CSV data
- Eliminate manual aggregation of quote data from individual contacts
Reports & Insights | Monthly Sales
Get insights into estimated monthly sales based on approved quotes, so you can more easily track and achieve sales goals.
- Monitor monthly and annual sales targets
- Customize sales reports by owner, date range, and more – using downloadable data
- Eliminates time-consuming manual compilation of sales data from individual quotes
Reports & Insights | Purchase Orders
See detailed information on purchased orders, so you can understand order history, pending submissions, and potential billings.
- Get quick access to vital PO data and history
- Create custom reports with downloadable raw data
- See daily updates on PO status, eliminating manual data collection
Reports & Insights | Monthly Sales Tax
See a breakdown of owed taxes by state based on company tax settings, for estimated tax accounting and identification of discrepancies.
- Visualize tax collections versus approved quotes
- Helps ensure additional collections are accounted for accurately
- Identifies orders with missing calculations without manual checking
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