One of the ways we would like measure the success and effectiveness of our national account managers is the percentage of Closed Won deals we have in proportion to the total number of quotes created in our system. It is difficult tracking this data manually as only a fraction of all the quotes created are deals that have been won. It would also be helpful to have a way to report on or even filter quotes in general, as it is an important metric in our sales process. Thank you so much!
Yes