[A] To see sales quotation data, go to the Business Intelligence module.

[B] Sales Quotation data can be found under the Quotation tab. 

[C] SQ created in the last 7 days and 30 days for which OC is not created will be shown in data card in order to take follow up from counterparties. Click on the view details to get the detailed report.

[D] On the left side is the menu using which you can view data using different time frames. On the right is the menu containing options like category wise, product wise and customer wise.

[E] All the data in categories is presented graphically to make it easy to view and analyze.

Keywords: Sales Quotation Data, BI Report