Settings and activity
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138 votes
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Alison Lucas supported this idea ·
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35 votes
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4 votes
An error occurred while saving the comment All the metrics in the reports are based on the end / user recipient rates. We need to be able to report on internal KPIs for staff users on the efficiency of approving quotes for the sales team to be able to send quotes.
Important reporting metrics
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is -
33 votes
An error occurred while saving the comment This is crucial to avoid duplication, instead of manually updating this, every time there is a change to the products/price or catalog. It would also extend so that if a product library was being used in a template, that the product changes would also apply - i.e. if there was a description update or price update, as I understand these have to be inserted manually as well at the moment.
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86 votes
The status of this suggestion is currently unchanged. Please check back for updates.
This is critical to us - all the metrics are end users and we need that ability to track our internal rates to see how long the approval process is taking to sending out documents
- First Time to respond
- Time to approve documents
- Number of edits / changes in the document during the approval process