Introduction to Reporting / Analytics

Digital Sales Platform offers different options to extract information to support the decision-making progress. For this, the following options are available:

1. Homepage Analytical Tiles; providing an easy-to-consume way to role-specific data and information. The homepage allows us to quickly navigate to the most critical data points in the application.
2. Visual Reports in the Cockpit; specific reports such as opportunity and quote-related reports can be consolidated into powerful dashboards.
3. Excel-based Reports; where there is an additional need to further enrich data and/or to use e.g. pivots in Excel, Digital Sales Platform allows predefining templates that can be extracted for such purposes.