:: Spinso EQMS 2013 Reports ::

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Struggling to maintain your Enquiries/Leads in Excel. Planning for a more organized way to manage your sales leads

Sales Lead/Sales opportunities/Enquiry an important source of business initiation, it is very important to track every aspect of enquiry process for planning and goal setting. Lot of time and money is invested in generation of lead, but due to irregular follow-up the deal is not closed. EQMS is a simple solution to address all your problems/needs with important features to keep an edge over your competitor.

EQMS Reports

Enquiry list
In this report you will get all the details of the Enquiry (e.g. 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, Remarks).
Enquiry List

Follow-Up list
In this report you will get follow up done list (e.g. 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).
Follow-Up List

Pending Follow-Up list
In this report you will get the details of pending follow up (e.g. Enquiry No., Customer Name, Address, Telephone No., Mobile No., Region, Next Follow up Date, Next Follow up Time, Next Follow up Remarks, Remind me).
Pending Follow-Up List

Closure list
In this report you will get statuswise enquiry list (e.g. Enquiry No., Date, Time, Customer Name, Region, Status, Reason, Status Date, Referred by, Enquiry Amt, Booked Amt, Incentive, Payment Date, Payment mode, Bank Name, Cheque No., Amount paid, Payment Remarks).
Closure List

Booked list
In this report you will get Enquiry booked list (e.g. Enquiry No., Date, Time, Customer Name, Status, Reason, Status Date, Referred by, Region, Status Remarks, Enquiry Amt, Booked Amt, Incentive, Payment Date, Payment mode, Bank Name, Cheque No., Amount paid, Payment Remarks).
Booked List

Product wise enquiry list
In this report you will get Productwise booked list (e.g. Enquiry No., Booked Date, Customer Name, Product, Source, Region, Rate, Quantity, Amount).
Product wise enquiry list

Product wise booked list
In this report you will get Productwise booked list (e.g. Enquiry No., Booked Date, Customer Name, Product, Source, Region, Rate, Quantity, Amount).
Product wise booked list

Quotation
In this you will get Quotation format.
Quotation

EQMS MIS Reports

Sourse wise enquiry
In this you will get Customer Sourcewise MIS (e.g. Paper Advt., Website, Exhibition, Seminar, Walk in).
Sourse enquiry | Sourse enquiry(zoom)

Region wise enquiry
In this you will get Regionwise Enquiry MIS (e.g. Mumbai, Delhi, Calcutta, Chennai, UAE, UK).
Region enquiry | Region enquiry(zoom)

Customer type wise enquiry
In this you will get customer typewise MIS (e.g. Corporate, Individual, School, Bank).
Customer type enquiry | Customer type enquiry(zoom)

Enquiry count
In this you will get the datewise count of enquiry received.
Enquiry count | Enquiry count(zoom)

Enquiry value
In this you will get the datewise value of enquiry received.
Enquiry value | Enquiry value(zoom)

Product wise enquiry count

In this you will get productwise enquiry count.
Product enquiry count | Product enquiry count(zoom)

Product wise enquiry value
In this you will get productwise enquiry value.
Product enquiry value | Product enquiry value(zoom)

Type wise followup
In this you will get followup typewise enquiry list (e.g. By Call, By Mail, By Visit).
Followup type | Followup type(zoom)

Dashboard
In this you will get full month summary of enquiries (e.g. New enquiries, Booked enquiries, Lost enquiries, Cancell enquries, Open enquiries, pending followup, Alerts).
Dashboard