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Jay and Jeff take a deep dive into Analytics; data derived primarily from quoting activities. For those quoting in excel or an ERP system it may be difficult to extract information such as win rate. One of the advantages of estimating software is that all this data comes for free and very little effort is neccessary to generate reports. Jeff and Jay get into some of the ways reports can be sliced and diced both out of the box and how you can customize for your shop.
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Jay and Jeff take a deep dive into Analytics; data derived primarily from quoting activities. For those quoting in excel or an ERP system it may be difficult to extract information such as win rate. One of the advantages of estimating software is that all this data comes for free and very little effort is neccessary to generate reports. Jeff and Jay get into some of the ways reports can be sliced and diced both out of the box and how you can customize for your shop.
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