Reports and Dashboards

Introduction

Connect the data from your quoting process with the metrics from your Opportunity Pipeline! To ensure you get the full benefit of our application, installing appero quote provides you with a set of meaningful reports and dashboards that you can access directly, and of course customize as needed.

Dashboards

Folder appero quote

• Processing required (Salesforce Classic)

• Usage/Acceptance

• Products

Folder appero quote LEX

Reports aligned with the Lightning Experience

• Editing required (Salesforce LEX)

• Users

• Incoming orders and sales

• Forecast

Reports

In the appero quote Reports folder you will find 59 reports that underlie the dashboards, and of course you can use them separately.

Report types

The following Custom Report Types are included in the appero quote package. You can access them if you want to create your own reports:

• Angebote mit Angebotspositionen (eng: Quotes with Quote Line Items)

• Angebote mit Opportunities (eng: Quotes with Opportunities)

• Angebote mit Produkten (eng: Quotes with Products)

• Opportunities mit Angeboten (eng: Opportunities with Quotes)

• Opportunities mit Produkten (eng: Opportunities with Products)

• Produktgruppen mit Produkten und Angebotspositionen (eng: Product Groups with Products and Quote Line Items)