ConnectWise CPQ Sales Reporting

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.

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.

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.