Leverage a library of pre-built territory and quota-related forms, reports and dashboards, including territory coverage, comparison and distribution reports and quota attainment reports.
Create new forms, reports and dashboards in a drag-and-drop manner in Excel.
Include detailed or summary level territory definition and assignments and quota data into forms, reports and dashboards.
Manage access to forms and reports, and the underlying data, based on integrated security management.
Access forms, reports and dashboards over the web, via any browser, tablet or mobile device.
Export reports to Excel and PDF or print reports directly from the web.
Package groups of reports and distribute them via email automatically.