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EQMS Reports
Enquiry list
You can view enquiry list along with enquiry details like Enquiry No., Date, Time, Customer Name, Contact Person, Address, Telephone, Mobile, Email Id, Website, Customer Type, Region, Source, Priority, Referred by, Attended by, Enquiry Amt, Next Follow up date, Next Follow up time, Next Follow up Remarks, Remind on, Status, Remarks, Enquiry Type, Tentative closure date and Employee.
Which can be sorted or filtered by Customer Name, Customer Type, Region, Source, Priority and Employee.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Product wise enquiry list
You can view product wise enquiry list along with product wise enquiry details like Enquiry No., Won Date, Customer Name, Product, Source, Region, Rate, Quantity and Amount.
Which can be sorted or filtered by Customer Name, Customer Type, Region, Source, Priority and Employee.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Follow-Up list
You can view Follow up list along with follow up details like Enquiry No., Customer Name, Address, Telephone No., Mobile No., Region, Follow up Date, Follow up Time, Follow up Type, Follow up Remarks, Next Follow up Date, Next Follow up Time, Next Follow up, Remarks and Employee.
Which can be sorted or filtered by Customer Name, Region, Follow up date, Next Follow up date and Employee.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Pending Follow-Up list
You can view pending follow up list along with pending follow up details like Enquiry No., Customer Name, Address, Telephone No., Mobile No., Region, Next Follow up Date, Next Follow up Time, Next Follow up Remarks, Remind me and Follow up by.
Which can be sorted or filtered by Customer Name, Region, Next follow up date and follow up by.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Status list
You can view closure list along with closure details like Enquiry No., Date, Time, Customer Name, Region, Status, Reason, Status Date, Referred by, Enquiry Amt, Won Amt, Incentive, Payment Date, Payment mode, Bank Name, Cheque No., Amount paid, Payment Remarks and Employee.
Which can be sorted or filtered by Customer Name, Region, Status, Reason, Referred by and Employee.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Won list
You can view Won list along with won details like Enquiry No., Date, Time, Customer Name, Reason, Status Date, Referred by, Region, Status Remarks, Enquiry Amt, Won Amt, Incentive, Payment Date, Payment mode, Bank Name, Cheque No., Amount paid and Payment Remarks.
Which can be sorted or filtered by Customer Name, Reason and Region.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Product wise Won list
You can view product wise Won list along with product wise Won details like Enquiry No., Won Date, Customer Name, Product, Source, Region, Rate, Quantity and Amount.
Which can be sorted or filtered by Customer Name, Product, Source and Region.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
EQMS MIS Reports
Source wise enquiry
You can view source wise MIS along with source details like Paper Advt., Website, Exhibition, Seminar, Walk in.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to PNG.
Region wise enquiry
You can view region wise MIS along with region details like Mumbai, Delhi, Calcutta, Chennai, UAE, UK.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to PNG.
Customer type wise enquiry
You can view customer type wise MIS along with customer type details like Corporate, Individual, School and Bank.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to PNG.
Enquiry count
You can view daily enquiry count MIS.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to PNG.
Enquiry value
You can view daily value of enquiry received MIS.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to PNG.
Product wise enquiry count
You can view product wise enquiry MIS.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to PNG.
Product wise enquiry value
You can view MIS product wise value of enquiry.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to PNG.
Type wise follow up
You can view follow up type wise MIS along with details like By Call, By Mail and By Visit.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to PNG.
Dashboard
You can view dashboard along with details New enquiries, Won enquiries, Lost enquiries, Cancel enquiries, Open enquiries, pending follow up and Alerts.
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