IT and Business Insights for SMB Solution Providers

ConnectWise Introduces New Business Intelligence Capabilities for Quote and Proposal Automation Solution

Quosal BI offers a set of ready-to-go reports and dashboards for users to analyze and share data collected by Microsoft Power BI. By ChannelPro

Business management platform provider ConnectWise has introduced new business intelligence (BI) capabilities for Quosal, its comprehensive cloud-based quote and proposal automation solution. The Quosal BI feature provides ConnectWise partners using Quosal with a set of customizable, interactive reports and dashboards designed to analyze and share data collected by Microsoft Power BI.

“One of our priorities at ConnectWise is discovering new ways to provide additional value to our partners and to help them grow their businesses,” says Kent McNall, general manager of Quosal. “The intelligence capabilities that are now integrated into our quote and proposal automation platform do just that by giving sales teams and executive management critical insights and analytics they’ve never had about one of the most important business processes in their organizations.”

The broad range of information accessible with Quosal BI reporting ranges from detailed quoting and sales breakdowns by customer and customer segments, products and manufacturers, sale representatives and sales team, and time-over-time segments. 

To learn more about Quosal BI analytic capabilities and its templates, reports and dashboards, ConnectWise is offering a webinar on Sept. 21, 2016, at 11:00 a.m. and 7:00 p.m. EST.

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