The Quote to Order Process Visualization dashboard provides B2B Sales Agents with a comprehensive and clear view of their Quote to Order progress. At each stage of the Quote to Order journey, gain insights into any missing details that are required for task completion, and identify focus areas to streamline the process effectively.
- Click each chart to gain insights into each stage of the Quote to Order process (1) .
- Use the drop-down arrow to access the Report Download dashboard, where you can view and download customer-specific reports for every stage of the Quote to Order process (2) .