Reporting & Insights

Your business data is already there.

Every quote, order, Purchase Order and invoice created in PROMOS adds to a valuable picture of your business. PROMOS Evolution turns that everyday activity into useful sales and management insight.

No separate spreadsheets.No duplicate data entry.No separate reporting system to maintain.
PROMOS Evolution monthly sales trend comparing current year, previous year and rolling average
Insight from everyday activity

See more from the information you're already capturing.

Because reporting uses the operational information already held in PROMOS, management insight becomes a natural output of running the business rather than another process to maintain.

01

Product Performance

Understand which product categories are contributing to sales and see how the product mix changes over time.

02

Customer Intelligence

Analyse customer performance, customer types and inactive accounts to help identify both risk and opportunity.

03

Flexible Reporting

Analyse activity by period, customer, salesperson, supervisor and other business criteria, with detailed data available when required.

From quotation to business insight

Know what's in the pipeline.

The quotations your team creates aren't isolated documents. They form a live sales pipeline, helping you see potential business by value, expected date and probability using information already captured during the quotation process.

25%Early opportunity
50%Developing
75%Strong prospect
100%Expected
PROMOS Evolution quote pipeline showing potential sales by probability and anticipated date
PROMOS Evolution detailed report generator with order and sales data
From overview to detail

Dig deeper when you need to.

Use the information already captured by PROMOS to analyse the detail behind the charts and management views.

OrdersQuotesPurchase OrdersInvoicesCustomersSalespeopleSupervisorsEstimatorsInactive Customers

Choose the reporting period and criteria you need, then export detailed results to Excel when further analysis or sharing is required.

One connected source of insight

Run the business. Capture the data. Use the insight.

QuotesOrdersPurchasingCostsInvoicesBusiness Insight
See it in action

See how PROMOS Evolution could turn your everyday business data into useful insight.

Request a Demo