EDR / MDRIdentify, contain, respond, and stop malicious activity on endpoints
SIEMCentralize threat visibility and analysis, backed by cutting-edge threat intelligence
Risk Assessment & Vulnerability ManagementIdentify unknown cyber risks and routinely scan for vulnerabilities
Identity ManagementSecure and streamline client access to devices and applications with strong authentication and SSO
Cloud App SecurityMonitor and manage security risk for SaaS apps
SASEZero trust secure access for users, locations, and devices
SOC ServicesProvide 24/7 threat monitoring and response backed by ConnectWise SOC experts
Policy ManagementCreate, deploy, and manage client security policies and profiles
Incident Response ServiceOn-tap cyber experts to address critical security incidents
Cybersecurity GlossaryGuide to the most common, important terms in the industry
Driving predictable revenue is what every company dreams of. And while building a pipeline is critical, it’s really only half the battle. Revenue teams need to regularly analyze the health of their pipelines in order to keep them healthy, look for risk, take steps to minimize risk, and act to ensure that they avoid future risks. ConnectWise CPQ Reporting gives you the visibility you need to win.
Explore the sales reporting features of ConnectWise CPQ
Interactive visualizations and BI
ConnectWise CPQ Sales Reporting leverages business intelligence to optimize data and present pre-designed views. A Microsoft® Power BI® workbook highlights key metrics of your sales pipeline, and the pre-built dashboard organizes all relevant data for your analysis.
Centralized, anywhere access
Built in the cloud, ConnectWise CPQ administrators have access to intuitive tools for quickly viewing partners’ quoting data—from anywhere. Data can be linked and imported from other sources, and custom workbooks can be easily created for in-depth analysis.
Built-in security features let administrators create specific workbooks and manage workbook access. To keep data safe, ConnectWise CPQ Sales Reporting enables administrators to carefully control and allow or deny access to organizational data—by user, group, or by department.
ConnectWise CPQ Sales Reporting helps you look beyond capacity and bookings to identify the key inflection points in your sales cycle. Understand why you win or lose deals, to which customers, and why. Stay informed of pipeline health, spot risk, and activate upside.
Flexible business intelligence
Built on Microsoft Power BI, ConnectWise CPQ Reporting dashboards are easily customizable. We continue to develop new BI functionality, like streaming analytics in real-time during the creation and delivery of quotes—all delivered automatically via the cloud.
You’ll have full support in getting the ConnectWise CPQ BI platform up and running, and ConnectWise CPQ consulting is available for help in creating custom BI reports and views. Plus, you’ll have access to Power BI support material from Microsoft.
Reach new heights of sales reporting
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“The integration of ConnectWise CPQ into our CRM has really paved the way for us to automate a lot of our workflows and processes. That has cleaned up a lot of the information in our system and keeps us on track with every step of the pipeline.”
Jessica Hoover, Procurement Manager, My Sherpa
Explore more features of ConnectWise CPQ
Quotes & proposals
Close more business deals faster with ConnectWise CPQ's sales automation and workflow-support capabilities. Improve processes with CRM and operations integration, single login, and multiple deployment options.
ConnectWise CPQ puts product pricing and availability at your fingertips with distributor catalog feeds that include images, descriptions, and detailed parametric data.
Increase efficiency and profitability with workflows that provide off-the-shelf approval rules, guided selling for more closed deals, and automated payment collection and recurring payment setup.