At Monada, we’re all about empowering teams to work smarter, not harder. Today, we’re thrilled to unveil our new Quotation Dashboard—a tool designed to give managers a real-time, comprehensive view of their team’s quoting activities.

No more waiting for compiled reports or juggling multiple data sources. With the Quotation Dashboard, everything you need is right at your fingertips.

Real-Time Insights for Smarter Decision-Making

The dashboard starts with a performance overview, showcasing key metrics like:

• The total number of quotes sent
• Conversion rates
• Revenue generated from successful quotes

And there’s more: we’ve introduced a “money on the table” feature to track pending quotes, representing potential revenue just waiting to be secured.

Track Team Performance at a Glance

Want to know who’s driving results? The team performance table makes it easy to identify top revenue earners and standout performers. Recognizing and rewarding high achievers has never been simpler.

Optimize Resource Allocation with Account Insights

The account performance section provides a clear picture of which accounts demand the most resources versus those delivering the highest value. This allows managers to allocate resources strategically and maximize ROI.

Understand New vs. Returning Clients

To help track your team’s focus, the dashboard includes a breakdown of efforts spent on new client acquisitions versus retaining loyal customers. This view is critical for balancing growth with customer satisfaction.

Identify Opportunities for Improvement

Lost opportunities are learning opportunities. The dashboard tracks lost quotes and reasons for rejections, helping you spot trends and refine processes for better results.

Visualize Growth Trends

At the bottom of the dashboard, a visual analysis tracks quotes and revenue over time, letting you monitor performance week by week or month by month. These live insights update in real time, ensuring you’re always working with the most current data.

Powerful Features to Save Time

We’ve added flexible filtering, free-text search, and import-export options to help you quickly find the exact data you need. Whether you’re identifying trends, preparing for a meeting, or strategizing your next move, the Quotation Dashboard simplifies your workflow.

Ready to Explore?

Dive into the new Quotation Dashboard and discover how it can transform your sales processes. As always, we’re here to help—reach out with any questions or feedback.

Happy quoting with Monada!