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Sales Reporting

Access Better Sales Intelligence with ConnectWise® Sell™

Only business intelligence from ConnectWise Sell, formerly Quosal, delivers a true BI solution that takes advantage of partner quoting data, transforming information into useful insight. Built using Microsoft® Power BI, with the ConnectWise Sell platform, our BI solution provides partners with easy access to data and analytics in a way never before possible.

Discover the Power of Sales Reporting with ConnectWise Sell

Out-of-the-Box Functionality

ConnectWise Sell leverages extensive experience in business intelligence to optimize data and provide pre-populated views. A Microsoft BI workbook points out key metrics in several areas, and the pre-built dashboard organizes relevant data.

Fast, Centralized Access

With one click, ConnectWise Sell administrators can use intuitive tools to explore partner quoting data in a centralized area. Data can be linked and imported from other sources, and custom workbooks can be easily created. Built in the cloud, ConnectWise Sell BI can be accessed from anywhere, anytime.

Secure Data

Built-in security features let administrators create specific workbooks and manage workbook access. To keep data safe, administrators can carefully control who sees what data.

Dynamic Sales Analytics

Compare monthly or yearly data to spot business trends, and identify the best recurring customers with dynamically changing data based on selected views.

Customizable Platform

Built on Microsoft BI, dashboards and reporting are easily customizable. ConnectWise Sell will continue to develop new BI functionality, including streaming analytics in real time during the creation and delivery of quotes. Because it’s all in the cloud, updates will be available automatically and immediately.

Support Included

You’ll have full support in getting the ConnectWise Sell BI platform up and running, and ConnectWise Sell consulting is available for help in creating custom BI reports and views. Plus, you’ll have access to Power BI support material from Microsoft.

Drive Smarter Business Decisions with the Right Intel

reporting
Sales by Manufacturer Intelligence

Generate supplier and product line reports, including margin comparisons, valuable for supplier management and contract negotiations. Know where to focus sales efforts by analyzing product trending reports.

quote
Sales Management Intelligence

Access reports to identify best recurring revenue customers, largest quotes, and the aggregate discounting impact on the bottom line.

Sales by Manufacturer Intelligence
Sales Management Intelligence
ConnectWise Sell

See How Leveraging Data Can Improve Your Sales in our ConnectWise Sell BI Demo

Use Business Intelligence Analytics for Strategic Decision Making

Explore Other ConnectWise Sell Features

Quote & Proposal

Close more business faster with ConnectWise Sell’s sales automation and workflow support capabilities. Improve processes with CRM and operations integration, single login and multiple deployment options.

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Product Sourcing

ConnectWise Sell puts product pricing and availability at your fingertips with distributor catalog feeds that include images, descriptions, and detailed parametric data.

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Workflow Automation

Increase efficiency and profitability with workflows that provide configurable off-the shelf approval rules, guided selling for more closed deals, and automated payment collection and recurring payment setup.

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Partner Support >>