RFQ Reports
Generate insights from your RFQ data
Report Templates
Daily RFQ Summary
Daily snapshot of RFQ activity and status
Last run: 2 hours ago
Sales Pipeline Report
Current pipeline value and conversion metrics
Last run: Yesterday
Team Performance
Individual and team RFQ metrics
Period: This Month
Win/Loss Analysis
Detailed analysis of won and lost RFQs
Period: Last Quarter
Customer Analysis
RFQ patterns by customer and segment
Last run: 3 days ago
Product Family Performance
RFQ volume and win rate by product
Build Custom Report
Save your own report templates for quick access
Scheduled Reports
| Report Name | Schedule | Recipients | Last Sent | Next Run | Actions |
|---|---|---|---|---|---|
Daily RFQ Summary | Daily at 9:00 AM | JDSKRM | Today, 9:00 AM | Tomorrow, 9:00 AM | |
Weekly Sales Pipeline | Every Monday at 8:00 AM | JDRM | Mon, 8:00 AM | Next Mon, 8:00 AM | |
Monthly Performance ReviewPaused | 1st of every month | JDSKRMAP | Dec 1, 2024 | Jan 1, 2025 |
Recent Reports
Daily RFQ Summary - Dec 19, 2024
JDJohn Doe•Today, 9:15 AM
Win/Loss Analysis - Q4 2024
SKSarah Kim•Yesterday, 3:30 PM
Customer Analysis - Dec 2024
JDJohn Doe•Dec 17, 2:45 PM